FIXED INCOME. Fixed income and convertible fixed income securities with maturities greater than one year.
FIXED INCOME. Virtus Mid-Cap Value Fund A C I Xxxxxx Xxxx Fund A C I Virtus Quality Large-Cap Value Fund A C I Virtus CA Tax-Exempt Bond Fund A I Virtus Quality Small-Cap Fund A C I Virtus High Yield Fund A C Virtus Small-Cap Core Fund A C I Virtus High Yield Income Fund A C I Virtus Small-Cap Growth Fund A C Virtus Insight Government Money Market Fund A I Virtus Small-Cap Sustainable Growth Fund A C I Virtus Insight Money Market Fund A E I Virtus Strategic Growth Fund A C I Virtus Insight Tax-Exempt Money Market Fund A I Virtus Value Equity Fund A C I Virtus Institutional Bond Fund XY Virtus Intermediate Government Bond Fund A I ALTERNATIVES Virtus Intermediate Tax-Exempt Bond Fund A C I Virtus Alternatives Diversifier Fund A C I Virtus Multi-Sector Fixed Income Fund A C I Virtus Global Infrastructure Fund A C I Virtus Multi-Sector Short Term Bond Fund A C I T Virtus Global Real Estate Securities Fund A C I Virtus Senior Floating Rate Fund A C I Virtus International Real Estate Securities Fund A C I Virtus Short/Intermediate Bond Fund A C I Virtus Market Neutral Fund A C I Virtus Tax-Exempt Bond Fund A C I Virtus Real Estate Securities Fund A C I ASSET ALLOCATION Virtus AlphaSectorSM Allocation Fund A C I Virtus Balanced Fund A C Virtus Balanced Allocation Fund A C I Virtus Tactical Allocation Fund A C VP Distributors, Inc. 000 Xxxxx Xxxxxx, Xxxxxxxx, XX 00000 Marketing: (000) 000-0000 Customer Service: (000) 000-0000 xxx.Xxxxxx.xxx Applicable waivers of Class A sales charges and Class B and C contingent deferred sales charges are described in the prospectus.
FIXED INCOME. We will pay an income of a fixed amount or an income for a fixed period of at least 5 years but not exceeding 30 years. Refer to Option C tables to determine the minimum number of fixed amount payments or the minimum amount of each fixed period payment. On request, we will furnish benefit information not shown in the tables. If you die after annuity payments begin, the remaining payments will be paid to the beneficiary named under your Benefit Option.
FIXED INCOME. Equal payments of the amount chosen with interest of not less than 2% per year until the funds left on deposit are exhausted. Life Income – Monthly income will automatically be guaranteed to continue for at least ten years. If the payee dies before the end of the ten-year period, payments will continue to the end of the ten-year period to a person designated in writing by that payee. The purchase rates for the monthly income for a male or female income recipient bought by each $1,000 of benefits are shown below. Monthly Monthly Monthly Monthly Monthly Age Income Age Income Age Income Age Income Age Income 32 2.42 42 2.69 52 3.10 62 3.76 72 4.92 34 2.47 44 2.76 54 3.20 64 3.94 74 5.26 36 2.52 46 2.83 56 3.32 66 4.14 75+ 5.45 38 2.57 48 2.91 58 3.45 68 4.37 Monthly income amounts for ages not shown are halfway between the two amounts for the nearest two ages that are shown. Amounts shown are based on an annual interest rate of 2% and the Annuity 2000 female mortality table with five-year age setback. We may require evidence of survival for incomes that last more than ten years. STANDARD POLICY LOANS
FIXED INCOME. U.S. Treasury notes and bonds.
FIXED INCOME. Fixed Income II....................................................... .___
FIXED INCOME. In case I/We wish to invest in fixed income i.e. corporate bonds and treasury bonds, I/We agree: (i) to complete all documentation required; (ii) to be bound by the laws, regulations, guidelines, and procedures of BTr concerning government securities, or any relevant agreements that you may enter on my behalf for this purpose; and (iii) to pay all fees in relation to the investments. I/We hereby consent and authorize you to create an account under my name in the NoCD facility of the PDTC for corporate bonds and/or National Registry of Scripless Securities (NRoSS) for purchases of treasury bonds and transfer the securities balances to my/our NoCD/NRoSS account upon settlement. Consequently, I/We am/are allowing you to process and share the information/details collected from me/us in setting up these account/s.
FIXED INCOME. We will pay an income of a fixed amount or an income for a fixed period of at least 5 years but not exceeding 30 years. If You die after annuity payments begin, the remaining payments will be paid to the beneficiary named under Your Benefit Option.
FIXED INCOME. U.S. and non-U.S. fixed income and convertible fixed income securities with maturities greater than one year.
FIXED INCOME. The primary purpose of fixed income investments is to provide liquidity and protection against price deflation. Another benefit to fixed income investments is as a predictable source of current income. Fixed income instruments should reduce the overall volatility of the Endowment’s assets. Fixed income investments may include both U.S. and non-U.S. fixed income securities. Securities may include, but are not limited to, sovereign debt, government agency bonds, public and private corporate debt, emerging market, mortgages and asset-backed securities, non- investment grade debt and illiquid strategies such a direct lending. Fixed income investments also include cash and money market instruments, including, but not limited to, commercial paper, certificates of deposit, time deposits, bankers’ acceptances, repurchase agreements, and U.S. Treasury and agency obligations. Fixed income investments may be implemented by investment managers or sub-advisors either directly using a separate account or indirectly via a commingled fund. The Manager should employ active management techniques, but changes in the average maturity of fixed income investments should be moderate and incremental. The Manager should discuss liquidity needs with the Committee as appropriate. The use of high yield bonds and private credit is permitted, provided such bonds are held within a commingled fund or mutual fund and used to further diversify the Endowment portfolio. However, no more than 10% (at market) of the total Endowment portfolio may be allocated to high yield bonds. If a security already held in the portfolio is downgraded, the Manager will evaluate it carefully to determine whether the security should be kept in the portfolio or eliminated within a prudent time frame. Fixed income investments should be diversified such that the securities of any one issuer, with the exception of the United States Government or its agencies, are limited at any time to 5% at cost and 8% at market of the total portfolio. Within the above guidelines and restrictions, the Manager has discretion over the timing and selection of fixed income securities. Diversifying Strategies Investments into diversifying strategies should provide attractive risk-adjusted returns through low correlation to traditional equity and fixed income investments and through the value added by managers who have the flexibility to employ sophisticated investment strategies. These diversifying strategies may include hedged equity,...
