Digital Form: Complete this form if you are rolling over an account with assets from another qualified 529 Savings Plan, an UTMA/UGMA, or qualified U.S. savings bonds along with your New Account ...
The above results are hypothetical and are intended for illustrative purposes only. The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of ...
Notional value represents a fund’s use of derivatives, including but not limited to futures, options, and swaps. This value captures the fund exposures as if the derivative was replaced with the ...
1. Exposure to companies involved in the production of agricultural products, fertilizers and agricultural chemicals, farm machinery, and packaged foods and meats 2. Targeted access to equities and ...
Holdings are subject to change. The values shown for “market value,” “weight,” and “notional value” (the “calculated values”) are based off of a price provided by a third-party pricing vendor for the ...
Exposure to a broad range of large international companies in developed and emerging markets Access to 100 of the largest global stocks in a single fund Use to diversify internationally and seek ...
The fund aims to provide investors with the performance of the Bloomberg AusBond Inflation Government 0+ Yr Index SM, before fees and expenses. The index is designed to measure the performance of a ...
Exposure to 200 small cap Australian stocks in a single fund Access to an institutional benchmark of small cap Australian equities Use to diversify your portfolio and customise your domestic stock ...
1. Access: IBIT enables investors to get exposure to bitcoin through the convenience of an exchange-traded product, helping remove the operational, tax, and custody complexities of holding bitcoin ...
The fund aims to provide investors with the performance of the S&P/ASX 20 Accumulation Index, before fees and expenses. The index is designed to measure the performance of the 20 largest Australian ...
Exposure to a broad range of companies in Europe, Australia, Asia, and the Far East Convenient access to 900+ EAFE stocks in a single fund Use to diversify internationally and seek long-term growth ...
The Fund aims to maximise income on your investment consistent with maintaining capital and ensuring its underlying assets can easily be bought or sold in normal market conditions. Money invested in ...