Lastly, up to 10% of the net assets for the fund may be used to invest in securities issued from outside the United States. This includes both equity and fixed income securities. By investing inTPZ, traders can tap into the extensive experience Tortoise Capital Advisors has in the energy ...
American Funds IS® Global Growth and Income FundInvestment RiskEach investment option has varying degrees of risk depending on the investments and investment strategies used. See the applicable underlying fund prospectus for more completeinformation regarding investment risks.Fund Rank Morningstar...
Net Assets of Fund as of Dec 13, 2024 $2,569,561,671 Exchange NYSE Arca Benchmark Index Morningstar US Mid Cap Broad Growth Index (USD) Shares Outstanding as of Dec 13, 2024 32,350,000 Premium/Discount as of Dec 13, 2024 -0.05 ...
All currency hedged share classes of this fund use derivatives to hedge currency risk. The use of derivatives for a share class could pose a potential risk of contagion (also known as spill-over) to other share classes in the fund. The fund’s management company will ensure appropriate proced...
The use of derivatives for a share class could pose a potential risk of contagion (also known as spill-over) to other share classes in the fund. The fund’s management company will ensure appropriate procedures are in place to minimise contagion risk to other share class. Using the drop ...
Morningstar category Profile and investment Fund typeSICAV Investment style (stocks)Market Cap: Large Investment Style: Growth Income treatmentAccumulation Morningstar categoryUS Large-Cap Growth Equity IMA sectorNorth America Launch date22 Oct 2001 ...
Latin America 0.34% Emerging Market 0.34% Eurozone 0.26% Other 0.21% Sector and region weightings are calculated using only long position holdings of the portfolio. Objective The fund aims to achieve capital growth for the investor's assets by diversifying the assets in accordance with the rules ...
Fund Lipper Global Classification as of Nov 21, 2024 Equity US MSCI Weighted Average Carbon Intensity (Tons CO2E/$M SALES) as of Nov 21, 2024 47.51 MSCI Implied Temperature Rise (0-3.0+ °C) as of Nov 21, 2024 > 2.0° - 2.5° C ...
Caroline Ellison, the star witness in the trial against Sam Bankman-Fried, said the FTX founder had directed her and her ex-colleagues to steal roughly $10bn of customer deposits from the exchange to fund risky investments and repay loans. The damning testimony from Ellison, the ...
(0.3% per annum outperformance1, 2 of the benchmark) since the introduction of the multi-manager approach in 2005 Q Growing income: annual regular dividends have increased in each of the past 13 years Q Governance by...