Sentences with phrase «beat benchmark»

Bajaj Allianz Life Equity Growth Fund and Bajaj Allianz Pure Stock Fund (key large - cap equity ULIP funds) have managed to beat the benchmark index in 100 % of the rolling period observations (using 3 - year rolling returns over a 10 - year period, with monthly shift).

Indeed, a rising tide lifts all boats and since index strategies buy everything in the index indiscriminately, strong ETF flows create an environment that makes it more difficult for active managers to beat their benchmark.

Then if you were to make an ad hoc benchmark to properly compare performance, you'd find that target funds rarely beat their benchmark.

Sometimes an active manager will change his investment style in an attempt to beat his benchmark.

During the volatile period, roughly two - thirds of actively managed high - yield funds beat the benchmark.

To be rated tops, a mutual fund must beat a benchmark, and the crucial benchmark is peer group performance over five years.

(Unsaid here is that, while in every year some (14 % in 2014) fund managers beat their benchmark index, 0 % of fund managers beat their benchmarks consistently year after year.)

Even in periods of high volatility like 2001 and 2008 when Wall Street argues that professional stock - pickers actually earn their keep, most fund managers did not beat their benchmark.

There's a 95 % chance that your investment strategy did not beat the benchmark, so please do not shoot us just for being the messenger!

What's also interesting (in passing) is that — on the bond fund front — it's essentially impossible for many of these funds to beat their benchmark.

According to Italian consultancy Prometeia, more than 80 % of the funds bought by private investors in Europe over the past three years failed to beat their benchmark after fees were deducted (which is what matters after all, because that's the return that you, the investor, end up with).

The median mid cap core manager posted 34.91 %, highlighting that the majority of the active mid cap managers were able to beat the benchmark by a good margin.

It is very difficult for a mutual fund to beat the benchmark.

Study after study shows that even professional money managers have a difficult time beating the market, with more than 90 % failing to beat their benchmark over the past 15 years.

For both categories, I remain skeptical about fund managers» ability to beat the benchmark due to high fees, especially with fixed income paying so little.

As all index investors know, even if your fund manager can beat the benchmark by 1 % every year before costs (a rare feat, to be sure), he's not adding value if he's subtracting a 2 % fee and leaving you with below - market returns.

How to Beat the Benchmark is from 1998 that could be interesting to read about index funds and beating the index in a simpler way.

Scores of country - specific or region - focused mutual funds in IBD's annual survey soundly beat this benchmark.

Mutual funds need at least $ 100 million in assets and must beat their benchmark for the past one, three, five and 10 years ended December 2017, showing they can do well as stock market trends and conditions evolve over the long haul.

The active manager aims to beat a benchmark and has to devise trading models and strategies to do so.

Though only a small portion of funds beat the benchmark indices in most fund categories, one might still attempt to find those outperforming funds.

We provide cutting edge research and Investment advisory services with high conviction and accuracy.Our proprietary Value investing methodology has helped retail and institutional investors beat the benchmark indexes.

Considered together with the observed inconsistency of active fund performance, finding funds that beat the benchmark for several consecutive years may appear an inconceivable mission.

If that's the case, sticking with globally diversified emerging & frontier market funds is a perfectly acceptable alternative — the opportunity is still there, and they can delegate responsibility to the fund managers to try beat their benchmark.

It showed that just 22 % of the funds beat their benchmark on a pre-tax basis.

It's easy to look at how one's portfolio has performed over the past year, compare it to a benchmark, and say, «Yeah, I beat my benchmark by...» you fill in the blank (a whopping big number, a slim figure or, Ouch, not at all).

Position 1: «I recommend stock picking strategies (i.e., active management) because my objective is to find active managers who will beat their benchmark.»

Find out which of these ETFs beat the benchmark and which ones lagged.

Fund vs Benchmark: Check if the fund is able to beat the benchmark and if not then keep the fund under your watch list since it is not performing.

One tenet of index investors is that few active managers beat their benchmark index over time.

Did it beat its benchmark in most time periods?

Indeed, on an index like the S&P 500, less than 10 % of actively managed mutual funds beat the benchmark on a five - year basis for the period ending June 30, 2016.

Of 464 growth funds, 113 beat their benchmark in all four periods vs. nine last year.

We are proud to announce that four portfolios out of five beat our benchmark.

The list of mutual funds spotlights funds that beat their benchmark indexes over the past one, three, five and 10 years.

That was the consensus during a panel at the Radius Exchange Traded Forum yesterday, which addressed how such vehicles can diversify your portfolio to minimize risk and open up options to beat benchmark returns.

And for those who are still out there gunning to beat a benchmark, just bear in mind that a majority of investment funds can't consistently beat their own benchmarks.

Then seeing that most actively managed funds don't beat the benchmark, you can at least control your costs and invest in a low - cost index fund, which is going to do better than most of the other choices you could have made.

The Moderate and Moderate Aggressive categories fared the best, where at least four out of every five models we collected in those categories outperformed (see % of Advisor Models That Beat Benchmark chart below).

In the past year, the return has been exactly equal to that of S&P BSE 100 but in the previous years, it has managed to beat the benchmark.

Briefly, most professional investors are unable to beat their benchmark index over the long - term.

Most active investors fail to beat their benchmark, and most fail because they don't follow their own rules.

Mutual fund managers have one job: to beat their benchmark.

As indicated by a performance chart for one of the funds mentioned in the articles, AQR Risk Parity Fund (AQRIX), it is not easy to beat that benchmark even over a period of several years:

In the end, active funds that beat benchmark returns tend to have lower fees than the traditional actively managed fund.

Stock selection was strong with holdings in Real Estate and Consumer Discretionary helping the Fund beat its benchmark, the Russell Midcap ® Value Index returning 6.75 % versus 5.50 %.

Studies have shown that managers will «hug» their respective benchmarks for job security — meaning that rather than try to beat their benchmark by a wide margin, they will stay within a few percentage points, plus or minus in order to still meet their goals.

If I can beat my benchmark (dividend ETF) again this year, I will gain a lot of credibility.

So, to come out ahead on a passively managed fund, the average fund manager doesn't just have to beat his benchmark index — he has to beat it by 1.75 %!

A word of caution: if you go the active management route, all you can do is put the odds in your favour; there is no guarantee that a mutual fund will beat the benchmark.