Sentences with phrase «index over a full market cycle»

SYG is an active fund that uses fundamental and quantitative models to screen for growth - oriented stocks, with the aim of beating the Russell 1000 Growth Index over a full market cycle.

The Fund will attempt to produce a total return in excess of the return of the S&P 500 Index, and secondarily, the Russell 1000 Value Index over a full market cycle.

The Fund seeks to outperform the MSCI EAFE Small Cap Index over a full market cycle.

Baird Equity Asset Management's Small / Mid Cap Value portfolio invests in small - to medium - cap U.S. companies and seeks to provide superior risk - adjusted returns and consistently outperform the benchmark Russell 2500 Value Index over a full market cycle (typically 3 — 5 years).

Not exact matches

For those casting about for tummy - calming options, we screened for funds that had been around for a full market cycle, then looked at funds which have the shortest recovery times and, separately, the lowest Ulcer Indexes over the current market cycle.

Seeks to outperform the S&P 500 Index with less volatility (standard deviation) over a full market cycle by investing in companies that compound earnings and capital and by taking advantage of valuation anomalies.

Seeks to deliver long - term growth of capital over a full market cycle and dividend income greater than the S&P 500 ® Index, with the potential for less volatility than the U.S. stock market

Since then, our innovative approach has provided the opportunity for growth, while reducing our clients» downside exposure — helping our strategy consistently outperform both the S&P 500 Index and the traditional 60/40 portfolio over full market cycles since its inception.

The firms will be evaluated on their performance, after fees, against the portfolio benchmark (Barclays Capital US Aggregate Bond Index) over a full market cycle of highs and lows at an acceptable level of risk.

Driehaus Emerging Markets Small Cap Growth Fund seeks superior risk - adjusted returns over full market cycles relative to those of the MSCI Emerging Markets Small Cap Index.

When talking about «low volatility products,» Yasenchak is referring to portfolios that «specifically seek benchmark - like returns, over the full market cycle, with a total volatility, measured as the standard deviation, falling considerably below that of the index.»

Managers do need to achieve both an attractive absolute rate of return above inflation as well as comfortably exceed a low - cost passive index alternative over a full market cycle

Investing in large - cap companies domiciled in the United States, aiming to generate annualized outperformance over full market cycles relative to the Russell 1000 Value Index.

Investing in companies domiciled in developed markets around the world, aiming to generate annualized outperformance over full market cycles relative to the MSCI World Value Index.