Investment Allocation. (a) If any ARC Fund Advisor determines that one or more proposed property acquisition is appropriate for its ARC Fund, and assuming each ARC Fund has sufficient capital to support such acquisition, such proposed property acquisition shall be submitted to the board of directors of each ARC Fund for a vote on whether to pursue such proposed property acquisition. If the board of directors of more than one ARC Fund approves to pursue such proposed property acquisition, the acquisition of such properties shall be allocated as set forth immediately below. For purposes of illustration only, assuming ARCT III and ARC DNAV elect to pursue the proposed property acquisition in accordance with this Section, and the last property acquired by ARC DNAV closed on July 1, 2011, and by ARCT III closed on June 1, 2011, (i) if one property is available, ARC III shall be entitled to purchase such property, (ii) if two properties are available, ARC DNAV and ARCT III shall each be able to purchase one property, and (iii) if three or more properties are available, ARC III shall be entitled to purchase two properties and ARC DNAV shall purchase the other property. Assuming further that ARC DNAV and ARCT III each last purchased a property on May 1, 2011, the ARC Fund with the smallest property portfolio based on gross purchase price shall be entitled to purchase the property. The decision with respect to the specific properties to be acquired by each ARC Fund shall be agreed upon by the ARC Fund Advisors of such ARC Funds.
(b) If any ARC Fund that elects to pursue the proposed property acquisitions in accordance with Section 1.1(a) has sufficient capital to acquire all such proposed properties, the acquisition of such properties shall be allocated as follows:
(i) if the ARC Funds pursuing such proposed property acquisitions is greater than the number of properties available, in chronological order starting with the ARC Fund that has not acquired a property for the longest period of time or (ii) if the number of proposed property acquisitions is equal to or greater than the number of ARC Funds pursuing such acquisitions and (A) the number of properties being acquired is divisible by the number of ARC Funds participating in such acquisitions to a whole number, equally among all such ARC Funds or (B) the number of properties being acquired is not divisible by the number of ARC Funds participating in such acquisitions to a whole number, first equally among all such ARC Funds to the ext...
Investment Allocation. MassMutual shall determine the value of the General Account Assets. The amount of the General Account Assets will be held in the general investment account of MassMutual and credited with the Holding Account Rate from the Termination Date until disbursed in accordance with Section 5, except as hereinafter provided.
Investment Allocation. Be sure to read the current prospectuses carefully before investing. The maximum annual investment under the law is $2,000, and the minimum investment to open a Xxxxxxxxx ESA is $2,000. Please make check payable to TIAA-CREF Funds. FUND NAMES AND FUND CODES ARE LISTED IN SECTION 3. FUND NAME FUND CODE CONTRIBUTION FOR CURRENT YEAR This contribution does not exceed the maximum permitted amount as described in the Xxxxxxxxx ESA Disclosure Statement.
Investment Allocation. Please visit xxxxxxxxxx.xxx/xxxxx for more information on the X. Xxxx Price mutual funds. You may call a client services representative at 0-000-000-0000 for information on which X. Xxxx Price mutual funds are available under your plan. List the fund(s) in which you want to invest any future contributions. Also write in the percentage of your con- tribution to be allocated to each fund. Contributions must be remitted to X. Xxxx Price by your employer.
Investment Allocation. For funds of $25,000 or more, you may recommend an investment pool option. Your first $10,000 will remain in cash (also called the Short-Term Pool.) Please refer to the Investment Options sheet for additional information and allocation details. If you need further information, please contact the Donor-Advised Fund Team. My initial contribution does not exceed $25,000 and/or I have chosen not to make an investment recommendation at this time, but I understand that I may make an investment recommendation at any point in the future via the Investment Selection Form.† †Default if no box is checked As my initial contribution is at least $25,000, I recommend that the assets of my Donor-Advised Fund, above and beyond $10,000, be invested as follows (Please select only one): Values-Aligned Investing: actively-managed investments which score higher on “ESG” factors (environmental, social, governance) Moderate-Term
Investment Allocation. For funds of $25,000 or more, you may select your investment pool option. Your first $10,000 will remain in cash. Please refer to the documents regarding investment pools for additional information and allocation details. If you need further information, please contact the Donor Advised Fund Team. qAs my initial contribution is at least $25,000, I recommend that the assets of my Donor Advised Fund, above and beyond $10,000, be invested as follows: Please select one (1) Pool below. If you do not specify the investment Pool, the Fund will be allocated to the Money Market. You may recommend an investment at any time. qFixed Income Percent or Dollars: 100% Fixed Income Designed for donors seeking: Fund values that are relatively stable Steady long-term income To make grants for a period of two years or more qConservative Growth Percent or Dollars: 70% Fixed Income/30% Equities Designed for donors seeking: Moderate stability Some appetite for risk To make grants for a period of four years or more q Moderate Growth, Passive* Percent or Dollars: 40% Fixed Income/60% Equities Designed for donors seeking: Exposure to the market with a moderate level of risk Optimized growth for long-term philanthropic capital To make grants for a period of seven years or more q Moderate Growth, Active Percent or Dollars: 40% Fixed Income/60% Equities Designed for donors seeking: Exposure to the market with a moderate level of risk Optimized growth for long-term philanthropic capital To make grants for a period of seven years or more qEndowment Proxy Pool** Percent or Dollars: 23% Fixed Income/62% Equities/15% Hedge Designed for donors seeking: Maximized capital appreciation with exposure to alternative investments Benefits from long-term opportunities realized for a patient investment strategy To make grants for a period of seven years or more q My initial contribution does not exceed $25,000 and/or I have chosen not to make an investment recommendation at this time, but I understand that I may make an investment recommendation at any point in the future via the Investment Selection Form.† †Default if no box is checked
Investment Allocation. I direct that my contribution be allocated in the following manner: Circle Company of Choice TIAA-CREF 403b (A094) $ $ TIAA-CREF 457b (A354) $ $ VALIC 403b (A025) $ $ VALIC 457b (A352) $ $ KY Deferred Comp 401k(A313) $ $ KY Deferred Comp 457b(A012) $ $ K.E.S.P.T. (M097) $ $ ING 403b (A028) $ $ ING 457b (A353) $ $ Changes Only – No New Participants Equitable (A114) $ $ Metropolitan (V006) $ $ ING (A139) $ $ Transamerica (V075) $ $ Lincoln National (AO20) $ $ First Investors (A040) $ $ US Bank Corp. (A097) $ $
Investment Allocation. For transfers from an existing Traditional XXX held by another institution or a direct rollover from a retirement plan, please fill out only the Investment Allocation section on the XXX Asset Transfer Form. The minimum investment per fund is $2,000 unless you’re electing to make contributions through the Automatic Investment Plan. (Please complete Sections 5 and 6.) Please enclose a check payable to: TIAA-CREF Funds. Please note: Third-party checks or any check not made payable to TIAA-CREF Funds can be accepted for subsequent purchases only and if $10,000 or less. Cashier’s checks can be accepted if $10,000 or less. All purchases must be in U.S. dollars, and all checks must be drawn on U.S. banks. TIAA-CREF Funds will not accept payment in the following forms: traveler’s checks, money orders, credit card convenience checks, cash, counter checks virtual currency (such as Bitcoin), or starter checks. TIAA-CREF Funds will not accept corporate checks for investment into non-corporate accounts. Payment from a Transfer: (Please complete form A11745 for transfers. Note: A separate transfer form is required for each transfer.) Existing Mutual Fund XXX Account Number Existing other TIAA XXX Account Transfer from a Non-TIAA Account. (Please include a copy of the current custodian’s statement.) Please check here to set this allocation for future investments unless other instructions are received. RETAIL CLASS FUND NAME (FUND CODE) AMOUNT PERCENT Bond Index (91) $ Core Bond (66)* $ Core Impact Bond (45)* $ Core Plus Bond (96)* $ Emerging Markets Debt (2794) $ Emerging Markets Equity (67) $ Emerging Markets Equity Index (69) $ Equity Index (65) $ Green Bond (2608) $ Growth & Income (64) $ High-Yield (95) $ Inflation-Linked Bond (90) $ International Bond (2957) $ International Equity (61) $ International Opportunities (49) $ Large-Cap Growth (68) $ FUND NAME (FUND CODE) AMOUNT PERCENT % Large-Cap Value (85) $ % % Lifecycle Retirement Income (70) $ % % Lifestyle Aggressive Growth (94) $ % % Lifestyle Conservative (78) $ % % Lifestyle Growth (93) $ % % Lifestyle Income (77) $ % % Lifestyle Moderate (79) $ % % Managed Allocation (99) $ % % Mid-Cap Growth (86) $ % % Mid-Cap Value (87) $ % % Money Market (63) $ % Quant International Small-Cap % Equity (2966) $ % % Quant Small-Cap Equity (88) $ % % Equity (2956) $ % % Real Estate Securities (89) $ % % Bond (2609) $ %
Investment Allocation. 95% Invested and 5% cash (Default) 100% Invested 100% Cash Other:
Investment Allocation. Please refer to the attachment regarding investment pool information and allocation. If you need additional information, please contact Silicon Valley Community Foundation staff. o Provide my address. Indicate which address: o Home o Business o Other Mail the foundation may receive for the fund cannot be forwarded.
