Sentences with phrase «us equity category»

As of April 30, 2014, the Highland Long / Short Healthcare Fund Class A, A-LW, C and Z absolute rankings were 2, 2, 4 and 1, respectively, based on Total Return for the 1 - year period among 246 funds in the Morningstar Long / Short Equity Category.

Fund information based on the Morningstar Diversified EM Equity Category.

Lipper Long / Short — The index consists of the 30 largest mutual funds in the long / short equity category and is based on their average performance.

Canoe Energy Class (Series A) was awarded the 2017 Lipper Fund Award in the Energy Equity Category for both the three and five - year periods ending July 31, 2017 out of a total of 14 Funds.

Funds in the Canadian Dividend & Income Equity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in Canada.

Across most international equity categories, a weak dollar provided a small boost for dollar - based investors.

The report made a compelling argument to introduce a «base rate» level of funding per student, known as the Schooling Resource Standard (SRS), with extra loadings on top based on a number of equity categories.

Here is how I applied its formula: OK, a few comparisons that I found insightful: Mutual Shares Z MUTHX is the top performer in APR relative to SP500 and tops all risk adjusted return (RAR) indices in the 50 year equity category.

Ditto here for the 30 year equity category.

For the broad Canadian Equity category, the comparison was between 59 funds and the iShares S&P / TSX Capped Composite ETF.

The Average Passive is the average of all the Index Funds in the Morningstar Diversified EM Equity Category.

Fund information based on the Morningstar Diversified EM Equity Category.

Managers focusing on a particular size segment did not fare favorably, with 72.92 % underperforming in the Brazil Large - Cap Equity category and 69.77 % underperforming in the Brazil Mid / Small - Cap Equity category.

Which equity category has delivered the most consistently good return during the past three full market cycles?

It's also done so with considerably less volatility and drawdown than most equity categories.

In the US Equity category, that number is now 43 %, up from 38 % according to data from Morningstar.

They have 18 schemes just in the Equity category and many more in Hybrid and Debt.

The Index, which is a proxy for domestic small capitalization (small cap) growth companies, was one of the top performers across all domestic equity categories to begin the year.

David Taylor, portfolio manager of the IA Clarington Focused Canadian Equity Class, which outperformed its peers in Morningstar's Canadian Focused Equity and Canadian Equity categories with a return of 35.5 per cent, made a gutsy call in the first couple months of 2016.

Both Quantum Long Term Equity (QLTE) and HDFC Top 200 funds are good funds, with proven track record.QLTE's performance has been slightly volatile when compared to the three funds that i have mentioned in Diversified Equity category.

If you are starting a fresh investment, you may consider the funds that are listed in the blog post under Diversified equity category.

The Scottish Oriental Smaller Companies Trust (SST) is one of the longest running investment trusts in the Asian equity category with a specialist focus on smaller companies.

Funds in the Health Care Equity category must invest at least 90 % of their equity holdings in the Health Care sector.

Funds in the Precious Metals Equity category must invest at least 90 % of their equity holdings in the securities of companies in the Gold and Precious Metals sector.

Funds in the Canadian Small / Mid Cap Equity category must invest at least 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be lower than the Canadian small / mid cap threshold.

Funds in the Canadian Dividend & Income Equity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in Canada.

In the Global Equity category, the Fiera Capital Global Equity fund is a consistent performer with superior results in each of the past four years.

This year's selection is a bit different from past Honour Rolls in that we've restricted it to four equity categories.

Funds in the Greater China Equity category must invest at least 90 % of their equity holdings in securities domiciled in China, Hong Kong or Taiwan.

Flows out of the long / short equity category continue to be dominated by outflows from the MainStay Marketfield Fund, which saw $ 941 million of outflows in January, bringing the 12 - month total to $ 11.6 billion.

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).

Funds in the Canadian Equity category must invest at least 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be greater than the Canadian small / mid cap threshold.

Funds in the Asia Pacific ex-Japan Equity category must invest at least 90 % of their equity holdings in securities domiciled in 2 or more countries in the Asia / Pacific Rim region.

Funds in the Real Estate Equity category must invest at least 90 % of their equity holdings in the Real Estate sector.

Performance for Class A units of Renaissance Global Science and Technology Fund and the number of mutual funds in the Fund's Global Equity category for the period ended December 31, 2017 is as follows: 31.1 %, 1525 funds (1 year), 18.3 %, 1034 funds (3 years), 21.1 %, 748 funds (5 years), 11.9 %, 363 funds (10 years) and 7.1 %, n / a (since inception October 28, 1996).

Funds in the Canadian Focused Equity category must invest at least 50 % and less than 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be greater than the Canadian small / mid cap threshold.

Excluding Marketfield, the long / short equity category had $ 564 million of inflows in February.

The 2017 edition of the MoneySense ETF All - Stars does just that, providing three recommendations in each of the three major equity categories, plus five in the fixed - income category.

-- Panning to choose 1MF from each of Equity Categories (i.e Large Cap, Small - Mid Cap, Diversified) and 1MF from Debt, 1MF from Balance, 1MF from ETF.

: While Kotak Opportunities Fund have performed equally well over various time horizons, in terms of risk - adjusted return, our preferred ones are Kotak Select Focus and Birla Equity Fund, in space of Multi-cap Equity category.

In the Canadian Equity category, for example, we find that Canadian fund investors earned an aggregate return of — 10.42 % in 2011, compared with the index return of — 8.71 %.

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

In the Canadian equity category, RBC Canadian Equity Income remains in the lead, after reporting another year of superior performance.

In the Global Equity category, Capital International has delivered superior returns each of the past three years.

We have included funds from all equity categories apart from sector funds.

Funds in the European Equity category must invest at least 90 % of their equity holdings in a diversified portfolio of securities domiciled in 2 or more countries in Europe.

Funds in the North American Equity Category must invest at least 90 % of their equity holdings in securities domiciled in Canada and / or the United States but less than 50 % of their equity holdings in securities domiciled in Canada.

Here are some highlights in the Canadian equity category:

Funds in the Emerging Markets Equity category must invest at least 90 % of their equity holdings in a broadly based portfolio of securities from emerging markets countries.

The Canadian Small / Mid Cap Equity category was the best - performing domestic equity fund index, inching up 1.9 % in April.