Sentences with phrase «benchmark indices like»

This chapter looks at how benchmark indices like the FTSE are calculated.

CDS benchmark indices like the S&P / ISDA U.S. 150 Credit Spread Index tightened 4.9 %.

This is different from a stock's beta, which looks at the correlation between a stock or mutual fund and a benchmark index like the S&P 500.

Index ETFs are exchange - traded funds that seek to track a benchmark index like the S&P 500 as closely as possible.

Not exact matches

Now, those savings are pouring into equities markets like India's benchmark Sensex index, which has in turn seen a 14 % rally over the past year.

While a traditional index fund endeavors to passively track an index like the S&P 500, smart beta funds restrict (or expand) their investment universe in comparison to the benchmark in order to deliver a specific investment goal.

Benchmarks like the S. & P. 500 and the Russell 3000 index, which measures the performance of the 3,000 largest American companies, have gained 6 percent.

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

It is often represented as a single number (like 3 or -5), but this refers to a percentage measuring how the portfolio or fund performed compared to the benchmark index (i.e. 3 % better or 5 % worse).

An index is a collection of specific stocks or bonds that the industry uses as a benchmark for investors (like mutual funds) to measure how their performance stacks up against the «overall market segment» performance.

For example, if you are primarily interested in green energy investments, and would like to invest in an ETF or mutual fund, consider the objectives of the fund, in addition to assessing it relative to an alternative energy benchmark index such as the S&P Global Clean Energy Index (SPGTCLEN), NASDAQ Clean Edge Green Energy Index (CELS), or World Alternative Energy Index (WAEXindex such as the S&P Global Clean Energy Index (SPGTCLEN), NASDAQ Clean Edge Green Energy Index (CELS), or World Alternative Energy Index (WAEXIndex (SPGTCLEN), NASDAQ Clean Edge Green Energy Index (CELS), or World Alternative Energy Index (WAEXIndex (CELS), or World Alternative Energy Index (WAEXIndex (WAEXPDC).

At that time, they tracked the performance of a broad - based benchmark like the Standard & Poor's 500 index, all U.S. stocks or international stock markets.

Like $ QQQ, the S&P 500 SPDR ($ SPY), an ETF that represents the benchmark S&P 500 Index, has also found resistance near the upper trend line of its trend channel.

An investment that attempts to track the performance of a specific index (sometimes referred to as a «benchmark»)-- like the popular S&P 500 Index, Nasdaq Composite Index, or Dow Jones Industrial Aveindex (sometimes referred to as a «benchmark»)-- like the popular S&P 500 Index, Nasdaq Composite Index, or Dow Jones Industrial AveIndex, Nasdaq Composite Index, or Dow Jones Industrial AveIndex, or Dow Jones Industrial Average.

Although initially ETFs were strict index funds with profiles like their benchmarks, this isn't the case today.

The bond's interest rate is tied to a benchmark interest rate index like the LIBOR, the federal funds rate, or a specific duration U.S. Treasury bond yield (in the case of Treasury floating rate notes).

Variable - rate loans are typically indexed to reference rates, which are benchmarks like the prime rate or the London Interbank Offered Rate (LIBOR) that fluctuate with the economy.

For the industries of these stocks, I am using GICS classification, which stand for Global Industry Classification Standards and are used to weigh benchmarks like the S&P 500 Index.

Both individual investors and institutional investors (like mutual fund companies and pension funds) use indexes and averages as benchmarks to evaluate performance.

An ETF or a mutual fund that attempts to track the performance of a specific index (sometimes referred to as a «benchmark»)-- like the popular S&P 500 Index, Nasdaq Composite Index, or Dow Jones Industrial Aveindex (sometimes referred to as a «benchmark»)-- like the popular S&P 500 Index, Nasdaq Composite Index, or Dow Jones Industrial AveIndex, Nasdaq Composite Index, or Dow Jones Industrial AveIndex, or Dow Jones Industrial Average.

In describing their historical performance, private investment counsel firms will usually show composite returns earned by their clients in an investment category like Canadian equity compared to a relevant benchmark (in this case, the S&P / TSX Composite Index).

They can also compare the performance of equity oriented schemes with the benchmarks like BSE Sensitive Index, Nifty, etc..

The easiest way to get diversified bond exposure is to invest in a total U.S. bond market index fund or ETF that tracks a benchmark like the Barclays U.S. Aggregate Bond Iindex fund or ETF that tracks a benchmark like the Barclays U.S. Aggregate Bond IndexIndex.

Everyone likes to compare their returns to a benchmark like the overall market, and index investing allows you to easily follow the overall market performance with little work involved.

To set your rate, the lender will start with an index rate, like the prime rate or LIBOR (a benchmark rate used by many banks), then add a markup depending on your credit profile.

«We believe this partnership takes that a little bit further: a truly active manager where the portfolio manager has their disciplined investment process, but most often is not going to look like their benchmark or the index.»

Tools like R Squared and tracking error determines a portfolio's statistical deviation from the benchmark index.

By doing so, portfolio managers achieve returns similar to an underlying benchmark, like the S&P 500, without exactly replicating the index.

They use industry - standard benchmarks like Morningstar's Lifetime Allocation Indexes in order to do this.

We've seen some of the bumpiest market sessions in recent history and I've got whiplash just following the benchmark index numbers like the S&P 500 (fell 4.7 percent in one week, gained it all back in one day).

If fund houses feel these are too narrow, they can consider broader market benchmarks like the BSE 500, BSE AllCap Index (comprising over 700 stocks across market caps) or CNX 500 as benchmarks.

In developed markets like the US, many funds are benchmarked to broad market indices such as the Russell 3000 or even total market indices such as the Wilshire 5000 and these have proved far harder to beat than the Dow Jones Industrial Average.

«Like index funds, ETFs are structured to mimic the performance of a benchmark index.

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.

You simply take what the world's stock and bond markets provide, by purchasing exchange - traded funds that track benchmarks like the S&P / TSX composite (for Canadian stocks), a bond market index (for Canadian bonds) or the S&P 500 (for U.S. stocks).

The amount of interest based on a benchmark rate, usually a widely followed index like the LIBOR that changes regularly.

It is often represented as a single number (like 3 or -5), but this refers to a percentage measuring how the portfolio or fund performed compared to the benchmark index (i.e. 3 % better or 5 % worse).

What drives the success of some index commodities like Brent Crude Oil or Milling Wheat to become global benchmarks?

When the indexing revolution got underway back in the 1970s, the idea was for investors to track the performance of broad market benchmarks like the Standard & Poor's 500 index.

I agree especially since other indexes have been outperforming the S&P for the last several years, which when used as a benchmark, makes the portfolio look like it performed better than it actually did.

In fact, a recent Fidelity survey found that many investors think index funds, which attempt to match a market benchmark like the S&P 500 (before fees), are less risky than active funds, which attempt to outperform a benchmark.1 That may help explain why during 11 weeks of heightened market volatility in 2015, investors bought index funds but sold active funds at seven times the average rate during nonvolatile weeks.2

Leveraged mutual funds are just like regular mutual funds, but use leverage to increase their returns, delivering multiples of the index or benchmark they track.

Also note that ERUS tracks an MSCI index, like our benchmark, which excludes Russian companies that incorporate and / or list overseas.

When markets are exceptionally kind like this, it's even more difficult for active fund managers to beat their index benchmarks.

In a nutshell, ETFs are a lot like index funds because they aim to track a given benchmark.

The Russell 2000 index is a commonly used benchmark for mutual funds that identify themselves as «small - cap,» much like the S&P 500 index is used to benchmark large capitalization stocks.

When talking about «low volatility products,» Yasenchak is referring to portfolios that «specifically seek benchmark - like returns, over the full market cycle, with a total volatility, measured as the standard deviation, falling considerably below that of the index.»

Most ETF index - like funds lag the same kind of index mutual fund or benchmark.

So index mutual funds move more like the benchmark indices.

You can easily reap the benefits of a broadly diversified portfolio of Treasuries as well other investment - grade bonds by investing in a total U.S. bond market index fund or ETF that tracks a benchmark like the Barclays U.S. Aggregate bond index.