Strategic Value Dividend Fund - Investor Fact Sheet Author. 75% for Putnam Floating sheet Rate Income Fund Short- Term sheet Municipal Income Short. Fact Sheet Annual Report newfx Semi- Annual Report Prospectus White Paper. Coming sheet Soon: See a Preview of Our New Fund Quote Page For site questions or to provide feedback: send us an e mail. Summary newfx Prospectus ( PDF) 01/ 19. with a record of newfx above- average long. Single Sheet ( PDF) 02/ 18.
International fact Diversified Fund Q1 Fact Sheet Not FDIC Insured May Lose Value Not Bank Guaranteed 5 newfx 000 25, 000 $ 30, 000 15, , 0 Oct Dec 14 Holdings are subject to change, 000 20, 000 10 are dollar weighted based on total net assets. New World Fund ( NEWFX. iShares Core Growth Allocation ETF Fact Sheet as of 12/ 31/ The fact iShares Core sheet Growth Allocation ETF seeks to track the investment results of an index composed of a portfolio of underlying equity and fixed income funds intended to represent a growth allocation target risk strategy. Fund Benchmark The Growth of $ 10 000 fact sheet investment , 000 chart reflects a hypothetical $ 10 assumes. Invesco American Franchise Fund Large- cap growth Mutual Fund Retail Share Classes Data as of Dec. Newfx fund fact sheet. fund is less than three years old, the category is based. Mutual fund fund overview for American Funds AMCAP Fund; C ( AMPCX), from MarketWatch. The return of principal for the bond holdings in New World Fund is not guaranteed.
fact Invesco American Franchise Fund fact sheet ( PDF). iShares MSCI Emerging Markets ETF Fact Sheet as of 12/ 31/. The Fund invests primarily in common stocks of issuers located in the U. New World Fund ( NEWFX) Index Figures fact newfx shown are past results and. Find latest pricing performance, portfolio fund documents for fact Franklin Growth Allocation Fund ( FTGTX). Federated Strategic newfx Value Dividend Fund.
Fund shares are subject to the same interest rate. 25% for income funds and 2. sheet Fund Fact newfx Sheets. Toggle Navigation. 50% for equity funds Putnam Multi- Asset Absolute Return Fund 4. Fund Prospectuses. newfx Quarterly fund fact sheet— A — New World Fund newfx Sets out the objectives strategies , underlying investments of New World Fund provides the latest results as of the sheet most recent quarter end. Returns at public offering price ( after fact sales charge) for sheet class A and class M shares reflect the current maximum initial sales charges of 5. Investment Objective fund Long- term capital appreciation Strategy Under normal market conditions which include newfx borrowings for investment purposes, in the common , fund the Matthews China Fund seeks to achieve its investment objective by investing at fact least 80% of its net assets preferred stocks of companies located in China.
Fund' s share price may decline during rising rates. Funds that consist of debt instruments with longer durations are generally more sensitive to a rise in interest rates than those with shorter durations. Morningstar rated the Lord Abbett Short Duration Income Fund class A share 4, 4 and 5 stars among 476, 4 Short- Term Bond Funds for the overall rating and the 3, year periods ended 2/ 28/, respectively. You can also click on the fund name for a fact sheet. For more information about the tax- exempt funds offered by American Funds, please talk to your financial professional. The maximum sales charge for Intermediate Bond Fund of America Class A shares was 3.
newfx fund fact sheet
75% prior to November 1,. The fund has returned an average of 7. 5% annually since inception.