VanguardShort-Term Investment-Grade Fund

Fact sheet |September 30, 2023. VanguardShort-Term Investment-Grade Fund. Bond fund |Investor Shares. Connect with Vanguard ® • vanguard Plain talk about risk . The fund is designed for investors with a low tolerance for risk; however, the fund's performance could be hurt by:€ Income risk:

VanguardSTAR® Fund

Investment objective. Vanguard STAR Fund seeks to provide long-term capital appreciation and income. Benchmark. STAR Composite Index . Growth of a $10,000 …

How to Create a Killer Fact Sheet? (Steps and Template …

Product or service fact sheets can be made for the sales and marketing teams to distribute to clients, partners, or prospects. A startup fact sheet can be made as an introduction for investors. Fact sheets can be made for internal reporting. For example, the finance department can create fact sheets for the company's Q3 earnings and ...

VanguardWellesley® Income Fund

Fact sheet |September 30, 2023. VanguardWellesley Income Fund. Balanced fund (stocks and bonds) |Investor Shares. Connect with Vanguard ® • vanguard Plain talk about risk . The fund is subject to several bond and stock market risks, any of which could cause an investor to lose money. However, because bond and stock prices can move in ...

Factsheet: JPMorgan Investor Conservative Growth Fund (A)

Fact Sheet | September 30, 2023 | JPMorgan Investor Conservative Growth Fund A Shares Page 2 of 2 Holdings Portfolio Allocation Total Alternatives 1.0 Alternatives 1.0 Total Fixed Income 69.6 Emerging Markets Debt 1.0 Non-Investment Grade Fixed Income 9.5 Investment Grade Fixed Income 59.1 Total Equity 29.4 Emerging Markets Equity 2.7

Factsheet: JPMorgan Investor Growth Fund (A)

Fact Sheet | September 30, 2023 | JPMorgan Investor Growth Fund A Shares Page 2 of 2 Holdings Portfolio Allocation Total Fixed Income 14.1 Emerging Markets Debt 0.3 Non-Investment Grade Fixed Income 1.7 Investment Grade Fixed Income 12.0 Total Equity 85.9 Emerging Markets Equity 4.8 International Developed Equity 17.7 U.S. Small Cap …

Senior Safe Act Fact Sheet | Investor.gov

The immunity established by the Senior Safe Act is provided on the condition that (1) certain employees (discussed below) receive training on how to identify and report exploitative activity against seniors before making a report, and (2) reports of suspected exploitation are made "in good faith" and "with reasonable care.".

Vanguard Mutual Fund Profile | Vanguard

as of 10/20/2023. Product summary. Vanguard Federal Money Market Fund's investment objective is to seek to provide current income while maintaining liquidity and …

MetLife, Inc.

NEW YORK--(BUSINESS WIRE)-- MetLife, Inc. (NYSE: MET) today announced its second quarter 2023 results. Second Quarter Results Summary* Net income of $370 million, or $0.48 per share, compared to net income of $881 million, or $1.08 per share, in the second quarter of 2022.

CVS Health

Investor Fact Sheet. SEC Filings. Read more. Email Alerts Stay up-to-date on our latest events, news & reports. Company Documents. Larry McGrath. Senior Vice President, Business Development & Investor Relations. investorinfo@cvshealth. Tom Cowhey. Senior Vice President, Capital Markets. 1-800-201-0938. investorinfo@cvshealth. …

Fact sheet | Nordea

Investors; Nordea as an investment; Fact sheet We wanted to show you external content but you cannot see it as you have not enabled marketing cookies Click here to update your consent Share this page. Explore more 17-12-2021 Our sustainability targets Our work with the UN Sustainable Development Goals. ...

VanguardWindsor™ II Fund

Fact sheet |September 30, 2023. VanguardWindsor II Fund. Domestic stock fund |Admiral™ Shares. Connect with Vanguard ® • vanguard Plain talk about risk . An investment in the fund could lose money over short or even long periods. You should expect the fund's share price and total return to fluctuate within a wide range, like the

Top 20 Examples of Fund Sheets With Editable Templates

This one-pager fact sheet is a great tool for investors, fund houses, and companies to provide an overview of the fund on a single sheet. Use this one-page template to share key data relevant to investors, so they can analyze it before investing in it. The fund information fact sheet also includes sections on fund details, investment strategy ...

MetLife, Inc.

June 23, 2022. Latest Report Highlights MetLife's Integrated Strategy to Build a More Sustainable Future. NEW YORK-- (BUSINESS WIRE)-- MetLife's annual Sustainability Report, released today, showcases how the company continues to integrate sustainability across its operations, including through its 2030 climate and 2030 diversity, equity ...

SEC Adopts Modernized Marketing Rule for Investment Advisers

FACT SHEET. Investment Adviser Marketing. Dec. 22, 2020. Highlights. On Tuesday, Dec. 22, 2020, the Commission announced it had finalized reforms to modernize rules that govern investment adviser advertisements and compensation to solicitors under the Investment Advisers Act of 1940. Neither rule has been amended significantly since …

Investor Fact Sheet

Investors. Yum! Brands, Inc., based in Louisville, Kentucky, and its subsidiaries franchise or operate a system of over 56,000 restaurants in more than 155 countries and territories under the company's concepts – KFC, Taco Bell, Pizza Hut and the Habit Burger Grill.

Pfizer Inc.

Pfizer Amends U.S. Government Paxlovid Supply Agreement and Updates Full-Year 2023 Guidance. 10.13.2023. U.S. FDA Approves Pfizer's VELSIPITY™ for Adults with Moderately to Severely Active Ulcerative Colitis (UC) 10.12.2023. U.S. FDA Approves Pfizer's BRAFTOVI® + MEKTOVI® for BRAF V600E-Mutant Metastatic Non-Small Cell …

Invesco KBW Premium Yield Equity REIT ETF

The Invesco KBW Premium Yield Equity REIT ETF (Fund) is based on the KBW Nasdaq Premium Yield Equity REIT Index (Index). The Fund generally will invest at least 90% of its total assets in the securities of small- and mid-cap equity REITs that have competitive dividend yields and are publicly-traded in the US that comprise the Index. Keefe ...

Forms & Literature | Capital Group

2Q-2023 Fund Fact Sheet (A Share) — Fundamental Investors. The quarterly Fund Fact Sheets provide insight on the results of the American Funds in the current investment …

CDW CORPORATION

INVESTOR FACT SHEET SUMMER / FALL 2021 With over $18 billion4 in revenue, CDW is a clear IT market leader, yet holds only 5 percent share of its approximately $360 billion3 addressable market in the United States, the United Kingdom and Canada. CDW'sfull suite of offerings includes discrete

VanguardHealth Care Fund

Fact sheet |June 30, 2023. VanguardHealth Care Fund. Sector fund |Investor Shares. Connect with Vanguard ® • vanguard Plain talk about risk . An investment in the fund could lose money over short or long periods of time. You should expect the fund's share price and total return to fluctuate within a wide range. The fund is

Factsheet: JPMorgan Investor Balanced Fund (I)

Fact Sheet | September 30, 2023 | JPMorgan Investor Balanced Fund I Shares Page 2 of 2 Holdings Portfolio Allocation Total Alternatives 0.8 Alternatives 0.8 Total Fixed Income 49.5 Emerging Markets Debt 0.9 Non-Investment Grade Fixed Income 8.2 Investment Grade Fixed Income 40.5 Total Equity 49.7 Emerging Markets Equity 3.6 International ...

MetLife, Inc.

NEW YORK-- (BUSINESS WIRE)-- MetLife, Inc. (NYSE: MET) today announced that its board of directors has declared a fourth quarter 2023 common stock dividend of $0.52 per share. The dividend will be payable on Dec. 14, 2023, to shareholders of record as of Nov. 9, 2023. About MetLife.

ESG Disclosures for Investment Advisers and Investment …

The SEC provides a fact sheet that summarizes its recent actions and initiatives related to environmental, social, and governance (ESG) issues. The fact sheet covers topics such as ESG disclosure, examination priorities, enforcement cases, and investor education. The fact sheet is a useful resource for anyone interested in the SEC's role and approach to …

Boeing Company

Boeing Investors Fact Sheets Commercial Airplanes Fact Sheet. As of June 30, 2023. Aircraft Key Facts / Dates; Booked 460 net orders, including 220 for Air India and 39 for Riyadh Air; ... Defense, Space & Security Fact Sheet. As of June 30, 2023. Segments …

10+ Fund Fact Sheet Templates

This is important for the investor to know that the fund fact sheet is the most recent version. 3. Objective: This states the goals that the company tries to achieve with the fund and how it will spend the funding to make it happen. 4. Top Holdings: This is a list of the largest investments made in the funding.

VanguardWellesley® Income Fund

Investment objective. Vanguard Wellesley Income Fund seeks to provide long-term growth of income and a high and sustainable level of current income, along with moderate long …

Prudential Financial Fact Sheet | Prudential

Investment advisory products and services are made available through Pruco, a registered investment adviser. Assurance IQ, LLC a wholly-owned subsidiary of Prudential Financial, Inc. ("Prudential") matches buyers with products such as life and health insurance and auto insurance, enabling them to make purchases online or …

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