Sentences with phrase «cap quality portfolio»

The Small Cap Quality portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap quality stocks within the US equity market.

Not exact matches

We've created a model portfolio that helps investors find high quality dividend stocks: 10 Large / Mid Cap & 10 Small Cap stocks that earn our Attractive or Very Attractive rating and offer high quality dividend yields.

State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) is the top - rated Large Cap Growth ETF and Fidelity SAI U.S. Quality Index Fund (FUQIX) is the top - rated Large Cap Growth mutual fund.

Hartford Core Equity Fund tends to focus on quality, large - cap U.S companies that can be an excellent foundation on which to build a strong portfolio.

The fund had major equivalent positions in the PowerShares BuyBack Achievers Portfolio (PKW; an index - based ETF), WisdomTree MidCap Dividend Fund (DON), Guggenheim S&P 500 ® Equal Weight Technology ETF (RYT), FlexShares Quality Dividend Index Fund (QDF), PowerShares Dynamic Market Portfolio (PWC), and First Trust Large Cap Value AlphaDEX ® Fund (FTA).

Trillium All Cap Fund will seek long term capital appreciation by investing in an all - cap portfolio of «stocks with high quality characteristics and strong environmental, social, and governance records.&raqCap Fund will seek long term capital appreciation by investing in an all - cap portfolio of «stocks with high quality characteristics and strong environmental, social, and governance records.&raqcap portfolio of «stocks with high quality characteristics and strong environmental, social, and governance records.»

The investment idea behind small caps is that these firms are likely to provide quality growth prospects to a portfolio and should have a much easier time growing then their large cap counterparts.

The Hennessy Equity and Income Fund's portfolio consists of 60 % large - cap, value - oriented stocks and 40 % high - quality fixed - income securities.

All - cap portfolio seeking high quality, reasonably valued companies with strong long - term potential

«You get to understand why they are cheap or lower quality when you go through a bear market,» the portfolio manager of the IA Clarington Canadian Small Cap Fund said.

James Montier, in his usual style puts himself against the common view saying that the then biggest consensus portfolio bets to him seemed to be small cap and low quality however large cap, high quality looks like the better bet to him.

«Centro America Fund properties were of higher quality than Centro's [other] U.S. property [portfolio], which was valued in December 2007 on a 6.95 percent cap rate,» wrote Callum Bramah, analyst for Macquarie Research Equities, last month.

Experts guessed the high - quality portfolio, with annual sales per square foot averaging $ 375, would fetch a sub-6 percent cap rate.