“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 ...

The applications of Modern Portfolio Theory and its findings on diversification have led to the proliferation of balanced funds. A common example you're likely familiar with is the "60/40 ...

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 ...

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

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 ...