Lower Transaction Costs - On average, the typical common stock fund
incurs about a 4% transactions cost on a round-trip trade.
I suggest she reallocate her portfolio to 60% in the common stock fund
, 10% to 15% in small caps, and 25% to 30% in the international 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.
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.
It is the advisor to the Sentinel Common Stock fund
, one of the country's oldest mutual funds first offered in 1934.
Among the 12 funds included in the allocations are: MainStay Large Cap Growth Fund, MainStay All Cap Growth Fund, MainStay Common Stock Fund
, MainStay Map Fund, MainStay Small Cap Opportunity Fund, MainStay Small Cap Value Fund, MainStay Value Fund, MainStay International Equity Fund, MainStay Floating Rate Fund, MainStay High Yield Corporate Bond Fund, MainStay Intermediate Term Bond Fund and MainStay Indexed Bond Fund.
The Union and Non-Union Plans look to be very similar: both include a 401(k) component and a company match component; both offer a Merck Common Stock Fund
as one of the investment alternatives under the 401(k); both require that, for employees 50 years old or younger, 50% of the company match must be made in Merck stock; both are administered by a management committee appointed by the CEO; and both have hired Fidelity to serve as the trustee for the plans.
Manion, who has more than 15 years of investment experience, has been with Sentinel since 1993 and has served as co-manager of Sentinel Common Stock Fund
and the equity portfolio of Sentinel Balanced Fund during most of that period.
6) It must be primarily a domestic common stock fund
, although it may have some other investments in its portfolio.
Schmaltz will also become Portfolio Manager of Seligman Common Stock Fund
the Mennonite Retirement Trust Common Stock Fund
, the Milwaukee Province of the School Sisters of Notre Dame, MMA Praxis Core Stock Fund, Real Assets Investment Management, St.
Strong Advisor Common Stock Fund
(SCSAX, SCSKX, STSAX, STCSX)