Not exact matches
Private
Equity: The Cambridge Associates LLC U.S. Private Equity Index ® is an end - to - end calculation based on data compiled from 1,052 U.S. private equity funds (buyout, growth equity, private equity energy and mezzanine funds), including fully liquidated partnerships, formed between 1986 and
Equity: The Cambridge Associates LLC U.S. Private
Equity Index ® is an end - to - end calculation based on data compiled from 1,052 U.S. private equity funds (buyout, growth equity, private equity energy and mezzanine funds), including fully liquidated partnerships, formed between 1986 and
Equity Index ® is an end - to - end calculation
based on data compiled from 1,052 U.S. private
equity funds (buyout, growth equity, private equity energy and mezzanine funds), including fully liquidated partnerships, formed between 1986 and
equity funds (buyout, growth
equity, private equity energy and mezzanine funds), including fully liquidated partnerships, formed between 1986 and
equity, private
equity energy and mezzanine funds), including fully liquidated partnerships, formed between 1986 and
equity energy and mezzanine
funds), including fully liquidated partnerships, formed between 1986 and 2013.
iShares S&P ® / TSX ® 60
Index Fund («XIU»), iShares S&P / TSX Capped Composite
Index Fund («XIC»), iShares S&P / TSX Completion
Index Fund («XMD»), iShares S&P / TSX SmallCap
Index Fund («XCS»), iShares S&P / TSX Capped Energy
Index Fund («XEG»), iShares S&P / TSX Capped Financials
Index Fund («XFN»), iShares S&P / TSX Global Gold
Index Fund («XGD»), iShares S&P / TSX Capped Information Technology
Index Fund («XIT»), iShares S&P / TSX Capped REIT
Index Fund («XRE»), iShares S&P / TSX Capped Materials
Index Fund («XMA»), iShares Diversified Monthly Income
Fund («XTR»), iShares S&P 500
Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social
Index Fund («XEN»), iShares Dow Jones Select Dividend
Index Fund («XDV»), iShares Dow Jones Canada Select Growth
Index Fund («XCG»), iShares Dow Jones Canada Select Value
Index Fund («XCV»), iShares DEX Universe Bond
Index Fund («XBB»), iShares DEX Short Term Bond
Index Fund («XSB»), iShares DEX Real Return Bond
Index Fund («XRB»), iShares DEX Long Term Bond
Index Fund («XLB»), iShares DEX All Government Bond
Index Fund («XGB»), and iShares DEX All Corporate Bond
Index Fund («XCB»), iShares MSCI EAFE ®
Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ®
Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder
Fund («XCR»), iShares Growth Core Portfolio Builder
Fund («XGR»), iShares Global Completion Portfolio Builder
Fund («XGC»), iShares Alternatives Completion Portfolio Builder
Fund («XAL»), iShares MSCI Emerging Markets
Index Fund («XEM») and iShares MSCI World
Index Fund («XWD»), iShares MSCI Brazil
Index Fund («XBZ»), iShares China
Index Fund («XCH»), iShares S&P CNX Nifty India
Index Fund («XID»), iShares S&P Latin America 40
Index Fund («XLA»), iShares U.S. High Yield Bond
Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond
Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond
Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock
Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX
Equity Income
Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples
Index Fund («XST»), iShares Capped Utilities
Index Fund («XUT»), iShares S&P / TSX Global
Base Metals
Index Fund («XBM»), iShares S&P Global Healthcare
Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100
Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond
Index Fund (CAD - Hedged)(«XEB»)(collectively, the «
Funds») may or may not be suitable for all investors.
More than just tempering Gross's anti-
equity remarks, the longtime advocate of buying and holding
equity -
based index funds and ETFs went so far as to say that «
equities today are more attractive relative to bonds than at any other time in history.»
To the contrary, investing in high - fee hedge
funds and private
equity caused the Intel TDPs to consistently and substantially underperform
index -
based [target - date
funds] since 2011,» the complaint says.
The
fund adjusts its allocations daily
based upon
equity and bond market volatility, correlation between the bond and
equity indexes, and the yield - to - maturity of the bond
index.
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.
The State Street Global
Equity ex-U.S. Index Fund (the «Fund») seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of a broad - based index of world (ex-U.S.) equity markets over the long
Equity ex-U.S.
Index Fund (the «Fund») seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of a broad - based index of world (ex-U.S.) equity markets over the long
Index Fund (the «
Fund») seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of a broad -
based index of world (ex-U.S.) equity markets over the long
index of world (ex-U.S.)
equity markets over the long
equity markets over the long term.
Canadian
equities: You should expect a Canadian
equity index fund's tracking error to be about as large as its MER — perhaps a few
basis points more.
The Cambridge Associates U.S. Private
Equity Index is based on data compiled from 970 U.S. private equity funds (buyout, growth equity, private equity, energy and mezzanine funds), including fully liquidated partnerships, formed between 1986 and
Equity Index is
based on data compiled from 970 U.S. private
equity funds (buyout, growth equity, private equity, energy and mezzanine funds), including fully liquidated partnerships, formed between 1986 and
equity funds (buyout, growth
equity, private equity, energy and mezzanine funds), including fully liquidated partnerships, formed between 1986 and
equity, private
equity, energy and mezzanine funds), including fully liquidated partnerships, formed between 1986 and
equity, energy and mezzanine
funds), including fully liquidated partnerships, formed between 1986 and 2010.
Anyone who invests in
equities — and that includes broad -
based index funds — should be prepared to lose half their money.
With a management fee of just 0.12 % (the MER will be a few
basis points higher), VCN is now the cheapest broad - market Canadian
equity index fund available.
Since the
Fund's launch in 1989, investors have doubled their money every 10 years, no matter when they bought the fund... The fund has outperformed global equities with 1/3 less risk [based on annualized standard deviation of monthly returns for Institutional shares from 2/28/89 to 12/31/13, compared to the FTSE World Ind
Fund's launch in 1989, investors have doubled their money every 10 years, no matter when they bought the
fund... The fund has outperformed global equities with 1/3 less risk [based on annualized standard deviation of monthly returns for Institutional shares from 2/28/89 to 12/31/13, compared to the FTSE World Ind
fund... The
fund has outperformed global equities with 1/3 less risk [based on annualized standard deviation of monthly returns for Institutional shares from 2/28/89 to 12/31/13, compared to the FTSE World Ind
fund has outperformed global
equities with 1/3 less risk [
based on annualized standard deviation of monthly returns for Institutional shares from 2/28/89 to 12/31/13, compared to the FTSE World
Index].
If you are a regular reader of this blog, you understand that active management of
funds statistically underperforms the board
based equity index.
The
fund adjusts its allocations daily
based upon
equity and bond market volatility, correlation between the bond and
equity indexes, and the yield - to - maturity of the bond
index.
Equity funds can be further classified into types
based on the investment objective into
index funds, sector
funds, tax - saving schemes and so on.
The Green Century
Equity Fund (the «
Fund») is not sponsored, endorsed, or promoted by MSCI, its affiliates, information providers or any other third party involved in, or related to, compiling, computing or creating the MSCI
indices (the «MSCI Parties»), and the MSCI Parties bear no liability with respect to the
Fund or any
index on which the
Fund is
based.
Neither the Green Century MSCI International
Index Fund nor the Green Century Equity Fund (each a «Fund» and together the «Funds») is sponsored, endorsed, or promoted by MSCI, its affiliates, information providers or any other third party involved in, or related to, compiling, computing or creating the MSCI indices (the «MSCI Parties»), and the MSCI Parties bear no liability with respect to a Fund or any index on which a Fund is b
Index Fund nor the Green Century
Equity Fund (each a «
Fund» and together the «
Funds») is sponsored, endorsed, or promoted by MSCI, its affiliates, information providers or any other third party involved in, or related to, compiling, computing or creating the MSCI
indices (the «MSCI Parties»), and the MSCI Parties bear no liability with respect to a
Fund or any
index on which a Fund is b
index on which a
Fund is
based.
Neither the Green Century
Equity Fund nor the Green Century MSCI International
Index Fund (each a «Fund» and together the «Funds») is sponsored, endorsed, or promoted by MSCI, its affiliates, information providers or any other third party involved in, or related to, compiling, computing or creating the MSCI indices (the «MSCI Parties»), and the MSCI Parties bear no liability with respect to a Fund or any index on which a Fund is b
Index Fund (each a «
Fund» and together the «
Funds») is sponsored, endorsed, or promoted by MSCI, its affiliates, information providers or any other third party involved in, or related to, compiling, computing or creating the MSCI
indices (the «MSCI Parties»), and the MSCI Parties bear no liability with respect to a
Fund or any
index on which a Fund is b
index on which a
Fund is
based.
That said, most of the relatively short book is taken up with making a case for a good investment plan
based on regular investments into an
equity index fund.
AADR can serve as an alpha - seeking complement to a broad -
based market cap weighted position, such as a
fund that tracks the MSCI EAFE
Index, as well as a standalone investment solution for international
equity exposure.
Over the 35 - year period from 1971 to 2004, the average annual return on all actively managed
equity mutual
funds trailed the S&P 500
Index by 87
basis points a year, and the broader -
based Wilshire 5000
Index by 105
basis points a year.
At present, regulated exchanges are authorized to list futures contracts on individual
equity securities registered under the Securities Exchange Act of 1934 (including common stock and certain exchange - traded
funds and American Depositary Receipts), as well as narrow -
based security
indices.
This instrument can be an individual
equity security (including common stock and certain exchange - traded
funds and American Depositary Receipts) or a narrow -
based index.
Starting Oct. 1, 2015, it says the effective annual management fee on its leading Canadian
equity fund, Horizons S&P / TSX 60
Index ETF (ticker HXT) will be just 0.03 % or three
basis points (plus taxes, down from the previous 0.05 %.
The
Fund primarily takes long and short positions in securities that are highly correlated to major US
equity indices based on long, intermediate, and short term trends.
Based on our Defined Risk Strategy, the Swan Defined Risk Foreign Developed Fund is an absolute return type, risk - managed approach to asset allocation designed for growth investors and based on investment in an equity index ETF (EAFA) of developed foreign mar
Based on our Defined Risk Strategy, the Swan Defined Risk Foreign Developed
Fund is an absolute return type, risk - managed approach to asset allocation designed for growth investors and
based on investment in an equity index ETF (EAFA) of developed foreign mar
based on investment in an
equity index ETF (EAFA) of developed foreign markets.
The Green Century
Equity Fund seeks to achieve long - term total return that matches the performance of an
index comprised of the stocks of companies selected
based on environmental, social and governance criteria.
Based on aggregate returns, the Morningstar Energy
Equity Fund Index was the top - performing category among Morningstar Canada's 47 fund categories last month, following up on its 3.1 % March increase with a 10.6 % surge in Ap
Fund Index was the top - performing category among Morningstar Canada's 47
fund categories last month, following up on its 3.1 % March increase with a 10.6 % surge in Ap
fund categories last month, following up on its 3.1 % March increase with a 10.6 % surge in April.
Nationwide Bailard Cognitive Value
Fund, Nationwide Bailard International Equities Fund, Nationwide Bailard Technology & Science Fund, Nationwide Geneva Mid Cap Growth Fund, Nationwide Loomis Core Bond Fund, Nationwide California Intermediate Tax Free Bond Fund, Nationwide Large Cap Equity Fund, Nationwide National Intermediate Tax Free Bond Fund, Nationwide WCM Focused Small Cap Fund, Nationwide Ziegler Equity Income Fund, Nationwide Ziegler NYSE Arca Tech 100 Index Fund and Nationwide Ziegler Wisconsin Tax Exempt Fund Class A performance prior to each Fund's inception (9/16/13) is based on performance of Class A shares of each Fund's predecessor f
Fund, Nationwide Bailard International
Equities Fund, Nationwide Bailard Technology & Science Fund, Nationwide Geneva Mid Cap Growth Fund, Nationwide Loomis Core Bond Fund, Nationwide California Intermediate Tax Free Bond Fund, Nationwide Large Cap Equity Fund, Nationwide National Intermediate Tax Free Bond Fund, Nationwide WCM Focused Small Cap Fund, Nationwide Ziegler Equity Income Fund, Nationwide Ziegler NYSE Arca Tech 100 Index Fund and Nationwide Ziegler Wisconsin Tax Exempt Fund Class A performance prior to each Fund's inception (9/16/13) is based on performance of Class A shares of each Fund's predecessor f
Fund, Nationwide Bailard Technology & Science
Fund, Nationwide Geneva Mid Cap Growth Fund, Nationwide Loomis Core Bond Fund, Nationwide California Intermediate Tax Free Bond Fund, Nationwide Large Cap Equity Fund, Nationwide National Intermediate Tax Free Bond Fund, Nationwide WCM Focused Small Cap Fund, Nationwide Ziegler Equity Income Fund, Nationwide Ziegler NYSE Arca Tech 100 Index Fund and Nationwide Ziegler Wisconsin Tax Exempt Fund Class A performance prior to each Fund's inception (9/16/13) is based on performance of Class A shares of each Fund's predecessor f
Fund, Nationwide Geneva Mid Cap Growth
Fund, Nationwide Loomis Core Bond Fund, Nationwide California Intermediate Tax Free Bond Fund, Nationwide Large Cap Equity Fund, Nationwide National Intermediate Tax Free Bond Fund, Nationwide WCM Focused Small Cap Fund, Nationwide Ziegler Equity Income Fund, Nationwide Ziegler NYSE Arca Tech 100 Index Fund and Nationwide Ziegler Wisconsin Tax Exempt Fund Class A performance prior to each Fund's inception (9/16/13) is based on performance of Class A shares of each Fund's predecessor f
Fund, Nationwide Loomis Core Bond
Fund, Nationwide California Intermediate Tax Free Bond Fund, Nationwide Large Cap Equity Fund, Nationwide National Intermediate Tax Free Bond Fund, Nationwide WCM Focused Small Cap Fund, Nationwide Ziegler Equity Income Fund, Nationwide Ziegler NYSE Arca Tech 100 Index Fund and Nationwide Ziegler Wisconsin Tax Exempt Fund Class A performance prior to each Fund's inception (9/16/13) is based on performance of Class A shares of each Fund's predecessor f
Fund, Nationwide California Intermediate Tax Free Bond
Fund, Nationwide Large Cap Equity Fund, Nationwide National Intermediate Tax Free Bond Fund, Nationwide WCM Focused Small Cap Fund, Nationwide Ziegler Equity Income Fund, Nationwide Ziegler NYSE Arca Tech 100 Index Fund and Nationwide Ziegler Wisconsin Tax Exempt Fund Class A performance prior to each Fund's inception (9/16/13) is based on performance of Class A shares of each Fund's predecessor f
Fund, Nationwide Large Cap
Equity Fund, Nationwide National Intermediate Tax Free Bond Fund, Nationwide WCM Focused Small Cap Fund, Nationwide Ziegler Equity Income Fund, Nationwide Ziegler NYSE Arca Tech 100 Index Fund and Nationwide Ziegler Wisconsin Tax Exempt Fund Class A performance prior to each Fund's inception (9/16/13) is based on performance of Class A shares of each Fund's predecessor f
Fund, Nationwide National Intermediate Tax Free Bond
Fund, Nationwide WCM Focused Small Cap Fund, Nationwide Ziegler Equity Income Fund, Nationwide Ziegler NYSE Arca Tech 100 Index Fund and Nationwide Ziegler Wisconsin Tax Exempt Fund Class A performance prior to each Fund's inception (9/16/13) is based on performance of Class A shares of each Fund's predecessor f
Fund, Nationwide WCM Focused Small Cap
Fund, Nationwide Ziegler Equity Income Fund, Nationwide Ziegler NYSE Arca Tech 100 Index Fund and Nationwide Ziegler Wisconsin Tax Exempt Fund Class A performance prior to each Fund's inception (9/16/13) is based on performance of Class A shares of each Fund's predecessor f
Fund, Nationwide Ziegler
Equity Income
Fund, Nationwide Ziegler NYSE Arca Tech 100 Index Fund and Nationwide Ziegler Wisconsin Tax Exempt Fund Class A performance prior to each Fund's inception (9/16/13) is based on performance of Class A shares of each Fund's predecessor f
Fund, Nationwide Ziegler NYSE Arca Tech 100
Index Fund and Nationwide Ziegler Wisconsin Tax Exempt Fund Class A performance prior to each Fund's inception (9/16/13) is based on performance of Class A shares of each Fund's predecessor f
Fund and Nationwide Ziegler Wisconsin Tax Exempt
Fund Class A performance prior to each Fund's inception (9/16/13) is based on performance of Class A shares of each Fund's predecessor f
Fund Class A performance prior to each
Fund's inception (9/16/13) is based on performance of Class A shares of each Fund's predecessor f
Fund's inception (9/16/13) is
based on performance of Class A shares of each
Fund's predecessor f
Fund's predecessor
fundfund.
Under the
equity fund category, UTI mutual fund offers Sector Funds, Diversified Funds, Theme Based / Specialty Funds, Arbitrage Funds, Tax Saving Funds, ELSS, Pure Index Funds, and Exchange Index F
fund category, UTI mutual
fund offers Sector Funds, Diversified Funds, Theme Based / Specialty Funds, Arbitrage Funds, Tax Saving Funds, ELSS, Pure Index Funds, and Exchange Index F
fund offers Sector
Funds, Diversified
Funds, Theme
Based / Specialty
Funds, Arbitrage
Funds, Tax Saving
Funds, ELSS, Pure
Index Funds, and Exchange
Index FundFund.
Other examples include Blackmoon which will launch a high yield
fund or NaPoleonX which will launch a series of absolute return
funds based on traditional
equity indices.
The NFI - ODCE (NCREIF
Fund Index - Open End Diversified Core
Equity) Performance Attribution Report was launched today and will be available on a quarterly
basis to all NCREIF members!