Miletti is a managing director and lead portfolio manager for the PMV Equity team at Wells Capital Management, where she manages the Common Stock Fund
, Intrinsic Small Cap Value Fund, Opportunity Fund and Real Return Fund.
Nabisco Common Stock Fund
and Nabisco Group Holdings Common Stock Fund
-which had been investment options up until then, stopping further purchase but letting participants retain investments they currently owned.
The allocation of assets is: 25% in a common stock fund
, another 25% in a small- cap fund, 30% in an international fund, and 20% divided evenly between a 2030 target-date fund and a 2040 target-date fund.
Lower Transaction Costs - On average, the typical common stock fund
incurs about a 4% transactions cost on a round-trip trade.
Both Plans mandated that Citigroup common stock was offered as an investment option but participants were free to invest assets within the Citigroup Common Stock Fund
and between 20 to 40 other investment options.
Although the result has been shown elsewhere, the authors present data to show that currently fewer than five percent of faculty allocate all of their retirement funds to CREF, the common stock fund
If you were a participant in the Plan at any time during the period between October 22, 2003, through and including May 7, 2009, or you were a beneficiary of any such participant and your account included investments in Diebold common stock or common stock fund
units created to invest in Diebold stock, then you are a member of the Settlement Class ("Settlement Class Member").
The Settlement releases certain claims relating to the investment of the Plan's assets in National City common stock or common stock fund
units and claims related to the Plan's offering of Allegiant Funds during the time periods listed above.
Common Stock Fund
for their benefit during the Class Period, other than the Defendants and their immediate family members (the "Settlement Class").
Among other things, Stull, Stull & Brody is investigating whether fiduciaries of the Anadarko 401(k) plan may have violated the Employee Retirement Income Security Act of 1974 ("ERISA") by continuing to offer and maintain the Anadarko Petroleum Corporation common stock fund
as Plan investment option when it was imprudent to do so, and by failing to disclose true and accurate risks regarding the Deepwater Horizon rig to the 401(k) plan participants.
Stephens was a Senior Research Analyst for the Strong Common Stock Fund
and the Strong Opportunity Fund.
It is the advisor to the Sentinel Common Stock fund
, one of the country's oldest mutual funds first offered in 1934.