“I think you’ve done a good job keeping your fund balance where they’re at,” said Paul Harvego, a partner with the firm, at the regular meeting that evening. “Keep up the good work.

A 12b-1 fee is an annual marketing or distribution fee on a mutual fund charged to investors. It is generally between 0.25% and 0.75% (the maximum allowed) of a fund's net assets and must be disclosed ...

Fidelity® Balanced Fund invests across a mix of stocks and ... We start with broad risk analysis and a search for value in the bond market, taking a top-down perspective. Once we decide how ...

"I spent a considerable amount of time — backed by knowledge in math and municipal finance — preparing a detailed analysis of the ... the city’s fund balance, including both unrestricted ...

And union leaders in the past week have pointed to CPS’ $1.1 billion fund balance as evidence that the district has the financial resources necessary to end the contract battle. “They have a ...

The Roaring Fork School District is trying to determine how it will maintain its minimum fund balance with increased expenses this year. In RFSD’s first-quarter financial update given to the ...

Marietta City Council held meetings for the Finance, Water, Sewer and Sanitation, Planning, Zoning, Annexation and Housing ...

The rainy-day fund balance was at $1.9 billion, another record. ““As we begin the important work of deliberating our state’s next two-year budget, we have a responsibility to keep staying ...