Sentences with phrase «benchmark net of all fees»

Even if the fund performs slightly worse than the benchmark net of all fees, the manager is touted for their stock picking ability.

Not exact matches

During the third quarter of 2017, Opportunity Equity returned 0.44 % (net of fees).1 In comparison, the Strategy's unmanaged benchmark, the S&P 500 Index, returned 4.48 %.

A track record of outperforming a benchmark or asset pricing model by an average of 2 % per year (net of fees) over the life of the fund would get the attention of many investors, especially when you consider that the equity premium might only be around 5 %.

Among surviving funds over the 2008 — 2017 period, smart beta strategies» returns, net of fees and taxes on a postliquidation basis, trailed the style benchmarks» returns by 1.0 %, while the other strategies» deficits ranged from − 1.3 % to − 2.0 %.

The performance of the benchmark reflects and is net of the effect of an assumed «average mutual fund fee» of 79 basis points, which was expressed in the Morningstar 2015 Fee Stufee» of 79 basis points, which was expressed in the Morningstar 2015 Fee StuFee Study.

To quote CST's MRFP: «For 2009 the Plan's rate of return, net of fees, was 5.3 % versus an investment policy benchmark of 8.9 %.

However, live results for mutual funds that take on a momentum factor loading are surprisingly weak.1 No US - benchmarked mutual fund with «momentum» in its name has cumulatively outperformed its benchmark since inception, net of fees and expenses.

The median private equity benchmark return (excluding venture capital) was 12.8 percent, net of fees, over a 10 - year period.