Sentences with phrase «traditional benchmarks like»

Traditional benchmarks like the S&P 500 or Russell 1000 may work fine for actively managed large - cap stock funds, but they'll likely fail to do the job for target - date funds.

Not exact matches

While a traditional index fund endeavors to passively track an index like the S&P 500, smart beta funds restrict (or expand) their investment universe in comparison to the benchmark in order to deliver a specific investment goal.

We believe the jump in benchmark U.S. Treasury yields after Trump's surprise win, and the accompanying move toward cyclicals and away from bond - like equities, represent an important regime shift for financial markets and highlight risks to traditional portfolio diversification.

According to the Salt Lake Tribune, «Like their traditional public school peers, students at Utah's charter schools struggled to reach new performance benchmarks in math, science and English.

Looking both within and outside of the benchmark, the Fund seeks relative value opportunities across traditional investment - grade and high - yield bond sectors, also including nontraditional asset classes like non-U.S. sovereign and corporate debt, convertibles, and floating - rate loans.