Sentences with phrase «amount of active funds»

I'm curious — why do you have such a small amount of active funds within the small cap category?

With moderate amounts of active fund tracking risk (2.5 % / year), for the initial lump sum investment scenario, there was only about a 2 % chance that an average cost active fund would result in a slightly higher terminal value after thirty years versus the low cost passively managed fund.

Not exact matches

The amount may be a miniscule component of the pension fund's $ 248 - billion assets under management, but the investor is taking an active role in Fix Auto.

The year - to - date (YTD) figure is even more impressive: in the first nine months of 2016 bond funds (including active and passive) inflows exceeded $ 400bn worldwide, within the record amount of bond fund flows -LSB-...]

The cost of token - holder relations and maintaining an active community, the cost of needing now to execute on their projects in the public eye, and the cost of needing to «mature» as a business quickly to responsibly handle the large amount of funds raised.

If the market were suffering from an inadequate amount of active management, the consequences would become evident in the performance of passive funds.

In a paper on countercyclical investing, Bradley Jones at the International Monetary Fund (IMF) points out that investors often hire active managers just after a period of outperformance, only to experience a period of subsequent underperformance based on where they are in the market cycle.3 Or after doing a tremendous amount of due diligence to hire active managers, institutional investors might be forced to replace underperforming managers, only to leave alpha on the table as these fired managers often outperform in subsequent periods.

The Law of Conservation of Alpha seems to leave us no choice but to conclude that the active funds in our hypothetical system will simply underperform the passive fund by the amount of their fees — in the current case, 1 % — and that the underperformance will continue forever and ever, never being made up for.

A pension system's «normal payment» refers to the amount of money that has to be paid into a fully funded system each year to fund the present value of additional pension benefits earned by active employees in that year.

While the state is supposed to contribute one - third of the fund's actuarially required amount and retired teachers and active teachers each contribute one - third, the state has not been funding its share recently — putting the fund on the precipice of bankruptcy.

And often, the funds that have the highest amount of charges because they have the most active management often don't show any better performance than a fund with little charges / activity.

For instance, the funding fee for an active - duty serviceperson who has never used a VA loan will be 2.15 % of the loan amount.

However, by combining that fund with a traditional index exposure like the iShares Core U.S. Aggregate Bond ETF (AGG) we limit the total amount of active risk in fixed income.

One of our favorite papers of theirs is «Luck vs. Skill in the Cross Section of Mutual Fund Returns» 1 in which they found that the total amount of true alpha among all the active mutual fund managers is indistinguishably different from the amount that would exist if they were all simply choosing stocks randoFund Returns» 1 in which they found that the total amount of true alpha among all the active mutual fund managers is indistinguishably different from the amount that would exist if they were all simply choosing stocks randofund managers is indistinguishably different from the amount that would exist if they were all simply choosing stocks randomly.

Any additional requests for switches among Funds within a 12 month period by the active Contributor shall attract a fee, of an amount not less than a minimum value, to be determined by PenCom from time to time.

FTFM reports that a «survey of 1001 fund management professionals — many of whom make their living promoting active products — showed that two - thirds have invested a sizeable amount of their personal savings in passive products.

Payroll administrators can log in to view active plan details and participant information, maintain and update employee contribution amounts and plan allocation percentages and process payroll contributions for the fund on behalf of their employees.