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Percent equity and equivalents (balanced fund table only): Shows proportion of portfolio held in common stock.
In more than half of the mega deals, the seller is one (or more) private equity (P.E.) fund (Table 1).
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The mutual fund tables last Sunday, listing performance of individual funds, contained incorrect information and were published in error.
Because of a transmission error at Morningstar Inc., which supplies mutual fund data, the mutual fund tables were incomplete yesterday.
Investors could show their support in the mutual fund tables, literally putting their money where their candidates are.
Nearly half of the balanced funds tracked by Morningstar have assets of less than $30 million and thus do not appear in the mutual fund tables of The New York Times.
(Not all of them, however, are tracked by Morningstar, and therefore do not appear in the mutual fund tables of The New York Times).
The weekly mutual fund tables last Sunday carried misplaced column headings for the entries' type, rating and net asset value, as well as percentage return for the year to date, for one year and for four weeks.
Henry Kissinger didn't say that volatility is the ultimate aphrodisiac, but it does have a certain appeal to those of us who often check the fund tables in the paper.
Another measure that is popular among financial advisers (and incorporated each Sunday into the mutual fund tables of The New York Times) is the risk rating from Morningstar Inc., the financial publisher in Chicago.
The fund tables.
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Justyna Jupowicz-Kozak
CEO of Professional Science Editing for Scientists @ prosciediting.com