Sentences with phrase «active equity funds»

But active equity funds routinely hold securities that are not in that index — small - caps, foreign companies, and most importantly, cash to meet redemptions.

The average number of households trading active equity funds each was 250,000.

Over 90 % of active equity fund managers underperformed the category benchmark in 2015, and over a five - year time horizon, all managers (44 funds) underperformed.

Nearly half of US active equity funds beat their benchmarks in 2017, the highest percentage since 2013, according to data compiled by Credit Suisse.

Almost 50 % of US active equity funds beat their benchmarks in 2017, the highest percentage since 2013, according to data compiled by Credit Suisse.

We offer investors access to two distinct active equity investment approaches: Schwab Active Equity Funds, and Laudus Funds, which are sub-advised by leading institutional asset managers.

The average active equity fund expense ratio is around 0.65 %, while bond funds fall in at roughly 0.50 %.

We offer investors access to two distinct active equity investment approaches: Schwab Active Equity Funds, and Laudus Funds, which are sub-advised by leading institutional asset managers.

Active Equity Fund Managers Stuck in the Rough, While Active Bond Managers Tend to Stay on the Fairway Since the launch of the State Street Global Advisors S&P 500 exchange - traded fund (SPY) in 1993, passive, index - replication portfolio construction has been widely adopted and represents the common investing experience of John and Jane Q. Public.

Some $ 30 billion in assets (about 11 percent of active equity funds) will be targeted, with $ 6 billion rebranded BlackRock Advantage funds.

As noted, about 90 percent of all active equities funds didn't beat their benchmarks in the year ended in June.

At each measurement period, the universe, on average, consisted of over 2,300 active equity funds.