Years ago, alternative funds ran in a black box and delivered a quarterly statement to investors.
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Mutual funds are required to send shareholders a quarterly statement and annual and semi-annual reports.
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It's a perfect fit for the interactive generation, for which a quarterly statement just doesn't cut it.
Nonperforming loans accounted for 2.7% of Equity's total portfolio, according to the company's most recent quarterly statement.
She made the statement at the start of the quarterly statement on Afghanistan to the Commons on 13 September 2012.
Recent holdings (as of the June 30 quarterly statement) include the personal products firm Helen of Troy and the credit card processing company Ipayment, which he has since sold.
If you get both, read and compare them, but know that it's the official quarterly statement that governs in the unfortunate event of a dispute with your broker or brokerage firm.
In an inflationary age it no longer means anything to look at a quarterly statement to see if there is a plus sign or a minus sign next to the return box.
Starting next year, when you get a quarterly statement about your 401(k), you are supposed to understand that the fee-related dollar figure presented shows only some, not all, of the costs involved.
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The change in net earnings and operating cash flows is primarily due to a 36% increase in the number of silver equivalent ounces sold, which was partially offset by a 24% decrease in the realized price per silver equivalent ounce, the company said in its quarterly statement Thursday.
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You can gauge a company's receivables compared to sales by reviewing its quarterly income statement and comparing the receivables (balance sheet) ratio to sales (income).
Samsung benefits from selling cheaper devices, and is even the market leader in China, but it spoke cautiously through its quarterly earnings statement on Thursday.
The quarterly earnings statement also revealed weak demand in the eurozone market, which led to an 11% drop in annual sales in the first quarter of the year.
Whether you are a do-it-yourself investor with an online brokerage account, or you get investment recommendations from a broker at a full-service brokerage firm, you'll typically receive an account statement monthly, or at least quarterly, and a trade confirmation every time you buy or sell a security.
Hold yourself accountable by asking a mentor, business partner, or a trusted advisor to meet with you quarterly to discuss the progress on your personal goals and mission statement.
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Washington Mutual cited its strong retail base in this week's statement about capital and liquidity, but the company isn't saying anything more until it releases its quarterly earnings next week.
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