Sentences with phrase «u.s. equity category»

In the U.S. equity category, do not be fooled by the very strong results achieved by some funds over the past year.

Performance for Class A units of Renaissance U.S. Equity Income Fund and the number of mutual funds in the Fund's U.S. Equity category for the period ended December 31, 2017 is as follows: 4.6 %, 1300 funds (1 year), 12.2 %, 891 funds (3 years) and 15.0 %, n / a (since inception September 16, 2013).

Not exact matches

Between 1980 and 2005, U.S. buyout funds, one of the main categories of private equity, heavily outperformed the S&P 500, according to research from Chris Higson at the London Business School, with about 60 % of the funds he studied beating that benchmark index.

The slowdown is most pronounced for funds with U.S. and Europe equity exposure, and less so for other non-U.S. categories, including emerging markets (EM) and EAFE.

Vanguard also launched eight other ETFs based on S&P indexes that together amount to a full canvassing of the U.S. equities investment landscape broken down by large -, mid - and small - cap categories.

I worked with six categories of funds — Canadian Balanced, Canadian Bonds, Canadian Equity, Canadian Small Cap, Global Equity and U.S. Equity funds.

All nine of Morningstar's U.S. equity style categories returned an annualized 14 % or more the past five years.

San Mateo, CA, February 3, 2010 — For the second consecutive year, Franklin Templeton Investments ranked # 1 out of 48 fund families for its funds» 10 - year performance in Barron's annual review of U.S. - registered mutual fund families.1 Barron's rankings are based on asset - weighted returns in five categories — U.S. equity funds; world equity funds (including international and global portfolios); mixed equity funds (which invest in stocks, bonds and other securities); taxable bond funds and tax - exempt funds — as calculated by Lipper.

It may invest in securitiesin the following four investment categories: U.S. equities, internationalequities, U.S. fixed income, and international fixed income.

Next up are the winners in the U.S. Equity Funds category.

and among U.S. equities, I would also like to have all three market - cap categories as well as specialty fund in the portfolio, which can be broken down as

As you can see from the above list, you have plenty of choices in the U.S. equity funds category, while specialty or sector funds, which could include real estate and precious metal, are rather limited.

That might mean putting 50 % of your equity allocation into a U.S. large cap fund, 30 % into an international fund, 10 % into a U.S. small cap fund and spreading the remainder among categories such as emerging markets and natural resources.

CSM earned a 5 - star rating from Morningstar in the U.S. Long / Short Equity ETFs Category Overall for the three - year period ending December 31, 2012.

The Underlying Index, created by Dhandho, utilizes a proprietary, rules - based methodology to select approximately 100 U.S. equity securities, master limited partnerships («MLPs») and American depositary receipts listed on the NYSE, NYSE Arca and the NASDAQ Stock Market from three categories of issuers: Share Buybacks, Select Value Manager Holdings, and Spin - Offs.

As to which U.S. equity asset categories advisers plan to boost allocations to, the most common are technology (33 %) and small cap (30 %).

Each set portfolio usually includes core asset categories that include investment - grade bonds, stocks (Canadian, U.S. and global) and sometimes also other asset categories such as real estate investment trusts, emerging markets equities and high - yield bonds.

When Lamm announced his impending retirement in 2001, the school had an aggressive allocation to risky assets, with 46 percent of its endowment in a category labeled «alternative investments,» primarily hedge funds, private equity, and similar risky investment vehicles — a risk that was partially balanced by keeping fully 42 percent of the portfolio in U.S. Treasuries.