Examples of Fund Options in a sentence
In general, an Account Owner may select only one Option for an Account, except that an Account Owner may select multiple Single Fund Options for an Account.
INVESTMENT OPTIONS An Account Owner may choose from the Age-Based, Static Allocation, and Single Fund Options described in “Appendix A: Investment Options.” Contributions go toward purchasing units of the selected Option(s).
Investment Options Account Owners can choose from among 32 Options, including 5 Static Allocation Options, 9 Age-Based Options, and 18 Single Fund Options including Options investing in Voya mutual funds and other mutual funds managed by Xxxxxxx Xxxxxxx Overseas Limited (“BG Overseas”), BlackRock Financial Management, Inc.
Fund Options After your lifetime, your gift will become a permanent fund held at TPF.
The use of a particular index by the fund is not a fundamental policy Company, Currency, Foreign Investments, Index Strategy, Liquidity, Market, Market Capitalization, Real Estate Single Fund Options Investment Strategies Principal Investment Risks and may be changed without shareholder approval.
Fund Options Fund options are outlined in the current Summary Plan Description or can be found on-line at the 401 (K) provider’s web site.
Net Investment Returns* Predesigned Portfolio Options 1-Year 3-Year 5-Year Conservative Portfolio (0.13%) 4.57% 5.39% Moderate Portfolio (0.86%) 6.05% 6.76% Growth Portfolio (2.17%) 6.85% 7.24% Fund Options 1-Year 3-Year 5-Year Money Market 0.28% 0.14% 0.13% U.S. Bond Fund 1.59% 2.15% 3.47% U.S. Stock Fund (0.69%) 10.85% 10.73% International Stock Fund (8.69%) 1.57% 1.79% * The net investment returns are provided for general information only and are not intended to provide investment or other advice.
Mutual Fund Options The value of amounts allocated to mutual funds options will vary depending upon the value of the chosen mutual funds and could result in either a gain or loss.
At any point in time the Group Policy Holder’s existing Units and the new Units to be created from future Contributions should be attached to any one or both of these Fund Options in such proportion as defined in the Schedule or in any endorsement there to: The investment objectives and investment patterns associated with the different Fund Options are explained in the following sections: 1.
The Net Asset Value per Unit in respect of each particular Fund Option will be determined by using the following formula: (Market / Fair Value of Fund + Current Assets + Accrued income — Current Liabilities — provisions) divided by number of Units outstanding) There are two Fund Options which have different risk-return profiles and different asset allocation patterns.