Sentences with phrase «benchmark on a total return basis»

While decades of consecutive dividend increases are great, they only matter if the underlying stocks have actually outperformed the benchmark on a total return basis.

Not exact matches

After investigating and writing about ETFs for years, I've found a few of my favorite funds, funds that I believe will best the benchmark (the S&P 500 (SPY)-RRB- on a total returns basis, and potentially on a risk - adjusted basis, too.

On performance, the NAV - based 10 YR total returns for ASP and SLA (shown in the June 30 annual report) were both strong compared to their benchmark.

Chancellor Capital Management / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS investments for total rate of return portfolios • Responsible for risk management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out of New York