Sentences with phrase «asset categories with»

The exact portfolio construction is less critical than including asset categories with a low correlation to the S&P 500.

If you have a financial goal with a long time horizon, you are likely to make more money by carefully investing in asset categories with greater risk, like stocks or bonds, rather than restricting your investments to assets with less risk, like cash equivalents.

By including asset categories with investment returns that move up and down under different market conditions within a portfolio, an investor can protect against significant losses.

Not exact matches

Influence and trust in your brand — whether you're a recruiter, an employer brand, or another category of influence — is an asset with incredible value.

«There is a reasonably consistent result that within any asset class or fund category, those funds with the lowest expenses will tend to outperform over time.

With over $ 20 billion in assets under management, it is the largest in its category.

RBC's strength in Canada was also acknowledged through a number of additional top rankings in categories including Asset Management, Research and Asset Allocation Advice, Succession Planning and Trusts, Investment Banking Capabilities, Commercial Banking, and Net - Worth - Specific Services for clients with assets of US$ 1 million - 5 million and US$ 30 million +.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the Company; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; disruptions in information technology networks and systems; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's dividend payments on its Series A Preferred Stock; tax law changes or interpretations; pricing actions; and other factors.

There are 50 U.S. Large Cap ETFs with over $ 500 million in assets, which means there will always be something in that category doing better than what...

In that sense their main concern is with rising land values — that is, the values that do not accrue as a result of earnings on capital (the rents that typically are pledged to lenders as interest payments on the loans taken out to by the properties) but are economy - wide asset - price appreciation in specific categories.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, operating in a highly competitive industry; changes in the retail landscape or the loss of key retail customers; the Company's ability to maintain, extend and expand its reputation and brand image; the impacts of the Company's international operations; the Company's ability to leverage its brand value; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's ability to realize the anticipated benefits from its cost savings initiatives; changes in relationships with significant customers and suppliers; the execution of the Company's international expansion strategy; tax law changes or interpretations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the United States and in various other nations in which we operate; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives we use; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's ability to protect intellectual property rights; impacts of natural events in the locations in which we or the Company's customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's ownership structure; the impact of future sales of its common stock in the public markets; the Company's ability to continue to pay a regular dividend; changes in laws and regulations; restatements of the Company's consolidated financial statements; and other factors.

Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the business and operations of the Company in the expected time frame; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; tax law changes or interpretations; and other factors.

On the left - hand side below the categories of assets, you will select the specific asset that you want to trade with from a drop - down menu.

The active preferred category also performed strongly, with the Dynamic iShares Active Preferred Shares ETF (DXP), gathering assets over $ 50 million since its launch in February.

Diversification with mutual funds is a means of reducing total portfolio risk buy holding funds that represent different categories and asset classes.

The active preferred category also performed strongly, with the Dynamic iShares Active Preferred Shares ETF (DXP), gathering assets over $ 50 million since its launch in February.

The other issue I am wrestling with is the category of balanced funds, where I am increasingly concerned that the three usual asset classes of equities, fixed income, and cash, will not necessarily work in a complementary manner to reduce risk.

Therefore it can make sense to follow a «core and explore» approach where you cover off at least some of your core needs (like U.S. large - cap stocks) with ETFs, then go for active mutual funds for some of the more specialized asset categories (like small - cap stocks).

Simply invest in a balanced mutual fund with a top - notch provider that has a good reputation across different broad equity and fixed income asset categories, he says.

Asset class: A group of investments with similar risk and return characteristics, such as cash equivalents, government bonds, municipal bonds, corporate bonds, common stock (or industry groupings within the broad category of common stocks), real estate, precious metals, and collectibles.

There are 10 major Mutual Fund Asset Classes in Canada and 53 individual Mutual Fund Categories to invest in with close to 85 mutual fund companies and money management firms serving up to 2000 independent funds to the investment marketplace.

The definition for the term Asset Class refers to a broad investment category consisting of financial assets with similar attributes.

There are exactly 52 Mutual Fund Categories that fall naturally in to 10 Mutual Fund Asset Classes along with a drill down of Mutual Fund Sectors and the overall best funds lined up with the mutual fund database gets investors and advisors the current top 10 Mutual Fund List by choice or get independent access to the Mutual Fund Centre for custom mutual fund research.

It's the largest category of alternative funds with $ 36 billion in assets as well.

The authors ran three trials using one, two and three active funds for each asset class and compared the success rate to a simple portfolio with one index fund for each category.

With almost a billion dollars in assets, it's a category killer.

So the investor is back where they started financially but with 40 % less in asset class categories.

Mutual Fund Index is in fact the mutual fund centre that can report the best of the best in each of the 10 Mutual Fund Asset Classes, 52 Mutual Fund Categories and many independent Mutual Fund Sectors that get the big picture in focus and the ability to understand the system and choose the best funds to create winning portfolios with fundamental and studied knowledge.

By maintaining maniacal focus on our category, and delivering the best possible experience for our members, we've been able to consistently provide investors with superior credit quality assets.

Funds in this category include both funds with static allocations to alternative strategies and funds tactically allocating among alternative strategies and asset classes in response to anticipated market movements.

Canadian Mutual Fund Awards 2012 with over 52 Mutual Fund Categories — 10 Asset Classes down to the top 10 mutual funds overall.

When the media and our acquaintances insist on informing us how we would have been better off placing heavy bets on the asset categories that have recently done well, we would be well served to remember that a diversified portfolio strategy will almost certainly provide us with the best chance to achieve long - term investment success.

The portfolio allocation for Mirae Asset Emerging Bluechip Fund in terms of equity fund type is such that 55 to 60 percent of the corpus is usually allocated to mid-caps (higher than average ratio for the category) with a 20 - 30 percent allocation in large caps.

There are 50 U.S. Large Cap ETFs with over $ 500 million in assets, which means there will always be something in that category doing better than what...

Our products across asset classes and risk categories enable investors to invest in line with their investment objectives and risk taking capacity.

With increased levels of volatility, a rising dollar and a potential bottoming of commodity prices, investors jumped into each of those categories in February, driving up assets in each by $ $ 527 million (volatility), $ 389 million (currencies) and $ 657 million (commodities), respectively.

As of the end of the third quarter, the average fund in the same category as Pimco Total Return had more than one - third of assets in bonds with maturities of 20 years or more, according to data from Chicago - based research firm Morningstar Inc..

The lowest - risk strategy (15 percent) shown returned 13.72 percent over the period compared with 11.39 percent achieved by the balanced asset ARC category.

Here's a closer look at three major asset classes typically included in a variable annuity's investment mix, with a breakdown of sub-asset classes and other categories within each one.

MANY ALTERNATIVE INVESTMENTS can be slotted into one of two categories: They are either hard - asset plays, like commodities and real estate, or they are financially engineered to perform unlike conventional stocks and bonds, which is what you get with many hedge funds and hedge - fund - like mutual funds.

The result: Across different asset categories, funds with the lowest expense ratios performed best, over time periods of three, four and five years.

As with the traditional asset classes, none of the alternative categories escaped a negative return on the year:

If any of these investments are out of alignment with your investment goals, you'll need to make changes to bring them back to their original allocation within the asset category.

This pattern repeated between other quintiles though the differentials were smaller, but in all cases, funds with lower expenses within a particular asset category outperformed the funds with higher expenses.

Flows into alternative mutual funds and ETFs remained fairly constant over the year in terms of where the flows were directed, with a total of $ 20 billion of new assets being allocated to funds in Morningstar's alternative categories.

Of all of the mortgage bond categories, only CMBS offered assets with a ten - years or more duration, with minimal credit risk.

Active managers try to improve performance attributes (alpha) and passive strategies try to deliver performance consistent with a specific category or asset class (beta).

In Table 1, the performance statistics of life cycle funds are given with the funds grouped in categories by fund asset allocation approach — active, fixed allocation, and transition.

Methodology: To determine its Best Brick - and - Mortar Bank category ranking, GOBankingRates examined the top 90 banks by asset size according to the FDIC, excluding nonactive institutions, those with less than $ 1 billion in assets, investment banks and any institutions that require customers to use investment services to access commercial bank accounts.

Mordy notes that VSB is the cheapest in its category, with over $ 2.1 billion in assets, and is the most liquid in the secondary market.