Sentences with phrase «benchmark indexes by»

Most active fund managers try to outperform their benchmark indexes by picking stocks and making tactical plays, and most can not do this successfully after accounting for their fees and transaction costs.

Examining 2,650 funds from 1980 to 2003, Cremers and Petajisto found the highest ranking active funds, those with an Active Share of 80 % or higher, beat their benchmark indexes by 2 - 2.71 % before fees and by 1.49 - 1.59 % after fees.

For example, the iShares MSCI EAFE Index Fund (XIN), which tracks European and Japanese stocks, trailed its benchmark index by 5.34 %.

Investors should also note the fund's rather high turnover — ranging from 40.44 % in 2004 to 85.85 % in 2006 (when the fund underperformed the benchmark index by 30 %)-- and realize that the after - tax performance of HAX in taxable accounts is likely to be horrible.

Not exact matches

That point is debatable, as some emerging markets in which stocks were buoyed by planned index moves actually reversed sharply once the country's stock market was officially added to the benchmarks.

SAO PAULO, May 2 - Brazil's benchmark Bovespa index fell almost 1.5 percent in morning trade on Wednesday, its biggest intraday drop since - mid April, pressured by steep losses among heavily weighted stocks during an otherwise quiet day across Latin American markets.

Major reforms are being taken seriously by investors, and plans from major index providers to add Saudi stocks to emerging market benchmarks are providing support for stock growth.

The main stock index dropped by as much as 2.4 percent earlier, while the benchmark 10 - year government bond yield rose to 6.944 percent, the highest since August 2017.

Goldman calculates that its index, spanning 10 of the benchmark's 11 major industries, will grow revenue by 16 % this year, compared with 6 % for the median S&P 500 company.

Hong Kong's Hang Seng Index recorded more convincing gains, with the benchmark advancing 1.71 percent by 3:05 p.m. HK / SIN.

Since inception, the NAV of OGE has grown 1.3 % on an annualized basis, beating by far its MSCI World Index benchmark.

PUNDITS expect the new Australian Gold Index, to be launched by the Australian Stock Exchange in October, to become a «key world gold benchmark».

The round was led by Index Ventures, with other investors including Goldman Sachs, Benchmark Capital, Greylock Partners, Institutional Venture Partners, RIT Capital Partners and Valiant Capital Partners.

Its underlying index selects and weights its bonds by market value, and this method yields a portfolio that aligns well with our benchmark in terms of credit tranches and maturity buckets, with the only notable difference being a slightly lower YTM.

The Russell 3000 Index edged higher by 0.4 % — the benchmark's first monthly gain since January.

The fund is referred to as «aggressive» because the composition of the fund does not necessarily reflect the composition of its benchmark index: it may invest in preferred shares issued by Split Share Corporations, for instance, and is not required to hold such classes of shares as floating rate issues, which are expected to underperform for the foreseeable future.

The Dow Jones Industrial Average wasn't far behind, and one of the best performances was turned in by the Russell 2000 Index, the benchmark for small - cap equities, which was up by more than 31 percent.

Chief Asia Equity Strategist Jonathan Garner expects 26.5 % year - over-year average earnings growth for components of the benchmark Tokyo Stock Price Index in 2017, followed by 9.8 % growth in 2018.

The benchmark we use is the broad MSCI (Morgan Stanley Capital International) Emerging Markets Index; it increased by 39.4 % in 2007.

Among emerging market stocks, results with rule - based screening were even higher — when these screens were applied, the EM High Dividend Yield Index outperformed its benchmark by 5.1 points in our simulation.

South Korea is excluded by rule as the index (like our benchmark) classifies it as emerging, not developed.

As a result, the CSI 300 Index and the SSE 50 Index, the two major gauges of mainland - listed larger companies, now trade at the highest levels relative to the benchmark Shanghai Composite Index, according to data compiled by Bloomberg.

I'm pleased to share with you that our China Region Fund (USCOX) beat its benchmark, the Hang Seng Composite Index (HSCI), by an impressive margin for the one - year, three - year and five - year periods, as of August 1.

It stems from the fact that PAF allocates much of its portfolio to South Korea — a country our MSCI benchmark doesn't classify as developed, but which is classified as such by some other indexes and the IMF.

Gains in the Fab Five have contributed a total of 30 index points to the benchmark index this year through Wednesday, more than the 21 points that the S&P 500 added as a whole, data compiled by Bloomberg show.

Following a January rally, the global commodities complex underwent declines in February before partially recovering in March; for the first quarter as a whole, the benchmark Thomson Reuters CoreCommodity CRB Index (CRB) gained 0.8 % on a price - only basis.1 Among the 19 component commodities tracked by the CRB, advancers had a slight edge over decliners, buoyed by growth in global economies and weakness in the trade - weighted US dollar, which retreated 2.1 %, according to the Federal Reserve's (Fed's) US Dollar Index.1 Aside from robust gains for a host of agricultural products, oil and gold were also among the commodity winners.

Chinese stocks were little moved by their addition to MSCI Inc.'s benchmark indexes, as investors weighed the symbolic importance of inclusion against the limited impact on short - term inflows.

Qualcomm stock is down 19 percent this year compared with a 35 percent gain by the benchmark Philadelphia Stock Exchange Semiconductor Index.

The TREB's proprietary Home Price Index, which is based on a «composite benchmark home,» and which «strips out» the impact of these changes in mix, «was down by only 5.2 %» year - over-year.

The recent stock - market boom has run ahead of itself and international investors showed what they thought early this month by declining to include in the benchmark global MSCI Emerging Market Index stocks that are listed on the mainland, rather than in Hong Kong.

The study also found that long - term annual returns of the MSCI KLD 400 Social Index, which comprises firms scoring highly on environmental, social and governance (ESG) criteria, outperformed the S&P 500, a benchmark of the broader US stock market, by 45 basis points, since its inception in 1990.

December was another solid month for European high - yield debt, with Barclays's benchmark cash index tightening by 40 basis points, ending the year at a new post-crisis low.

It unbundles the benchmark S&P 500 and gives the investor ownership in particular sectors of industries represented by a specified Select Sector Index.

Especially when it came to long strategies through 1Q16, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes for our subscribers.

Especially when it came to short strategies through 2Q16, we delivered stock picks that, by and large, outperformed their benchmarks and major indexes and helped protect from blowups.

The benchmark Australian S&P / ASX 200 index is the top performer so far, extends its winning streak for the second straight session, buoyed by higher commodity prices.

On Tuesday, MSCI, a company that compiles indexes widely tracked by money managers around the world, said it could soon add China's domestic shares to its benchmarks.

While benchmark home prices were up from year - ago levels in 11 of 13 housing markets tracked by the MLS House Price Index (HPI), price trends continued to vary widely by location.

Price gains accelerated for all benchmark housing categories tracked by the index.

In the initial stage, the regulators said Friday, the linkage will only apply to general equity and bond funds, as well as to certain exchange - traded funds that track benchmark stock indexes by purchasing the underlying shares.

Since then the median name in the index was up 21 %, the average of the index members» performances was 29 %, while the index progressed by 39.5 % given the large concentration of the tail of performance in the benchmark within the index mega-cap heavyweights, as can be seen below.

Today, Wealthfront announced a $ 75 million round of financing led by Tiger Global Management with participation from all existing venture capital investors, including Benchmark Capital, DAG Ventures, Greylock Partners, Index Ventures, Ribbit Capital, Social Capital and Spark Capital Growth.

The JOHIM European Fund rose by 133 %, from inception in December 1998 until March 2005, compared with 8 % for the benchmark index.

«After eight years of struggling to outperform the S&P 500, Mike Willis has decided to use the benchmark against itself by equal - weighting all 500 stocks in the index.»

Hong Kong's benchmark index rose on the heels of a decision by China's securities regulator to transfer...

Lincoln Financial Group received a perfect score of 100 % on the 2017 Corporate Equality Index (CEI), a national benchmarking survey and report by the Human Rights Campaign (HRC) Foundation, on corporate policies and practices related to LGBTQ workplace equality.

Description of the ICB The Industrial Classification Benchmark (ICB) was developed jointly by Dow Jones Indexes and the FTSE Group in 2006.

A benchmark price index established by a reputable publisher is a significant milestone for any industry.

Barclay's 17 hedge fund indices, 8 managed futures indices, and 7 UCITS indices are universally recognized as alternative investment performance benchmarks and are utilized by investment professionals around the globe.

By providing performance opposite to their benchmark, inverse ETFs give a result similar to short selling the stocks in the index.