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P. M. I. B. Wednesday, May 17, 2017 10:00 a.m.PMI Meeting May 17, 2017DESIGNATIONPOOLED MONEY INVESTMENT ACCOUNT PORTFOLIO SUMMARY REPORT May 17, 2017 (Dollars in Billions)04/30/1703/31/17Change From Prior
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To fill out quarter-to-date yield, follow these steps:
02
Determine the start and end dates of the quarter for which you want to calculate the yield.
03
Gather the necessary data, including the beginning value of the investment, any additional contributions or withdrawals, and the ending value of the investment.
04
Calculate the total return by subtracting the beginning value from the ending value, and add any contributions or withdrawals made during the quarter.
05
Divide the total return by the beginning value to get the percentage return.
06
Multiply the percentage return by 100 to convert it to a percentage.
07
Round the result to the desired number of decimal places.
08
The resulting percentage is the quarter-to-date yield for the investment.

Who needs quarter-to-date yield?

01
Quarter-to-date yield is useful for investors, fund managers, and financial analysts who want to measure the performance of an investment over a specific quarter.
02
It provides a snapshot of how an investment has performed during the quarter, helping investors make informed decisions about their portfolios.
03
Fund managers can use quarter-to-date yield to evaluate the performance of their funds and compare them to benchmarks or other funds.
04
Financial analysts may also use quarter-to-date yield to assess the performance of a company or sector.
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Quarter-to-date yield is the percentage return on an investment measured from the beginning of the current quarter until the present date.
Investors, fund managers, and financial institutions are required to file quarter-to-date yield.
Quarter-to-date yield can be filled out by calculating the total return on investment for the current quarter and expressing it as a percentage.
The purpose of quarter-to-date yield is to measure the performance of an investment over a specific period of time.
Quarter-to-date yield must include the starting value of the investment, any contributions or withdrawals, and the ending value.
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