Sentences with phrase «benchmark over a full market cycle»

ACR International Quality Return Fund will seek is «to protect capital from permanent impairment while providing an absolute return above the Fund's cost of capital and a relative return above the Fund's benchmark over a full market cycle.»

The strategy's secondary objective is to seek long - term capital preservation, to generate attractive absolute and risk - adjusted returns, and to attain higher relative returns compared to its benchmark over a full market cycle.

The Defined Risk Strategy is designed to outperform the underlying benchmark over a full market cycle (bull and a bear market).

Not exact matches

The Quantitative Rating is an extension of the Morningstar Analyst Rating for funds, which provides an analyst's forward - looking assessment of a fund's ability to outperform its peer group or a relevant benchmark on a risk - adjusted basis over a full market cycle.

The firms will be evaluated on their performance, after fees, against the portfolio benchmark (Barclays Capital US Aggregate Bond Index) over a full market cycle of highs and lows at an acceptable level of risk.

By giving a plan a Gold rating, Morningstar analysts are expressing an expectation that the plan's investment options collectively will outperform their relevant performance benchmarks and / or peer groups within the context of the level of risk taken over the long term (defined as a full market cycle or at least five years).

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.»

Baird Equity Asset Management's Small / Mid Cap Value portfolio invests in small - to medium - cap U.S. companies and seeks to provide superior risk - adjusted returns and consistently outperform the benchmark Russell 2500 Value Index over a full market cycle (typically 3 — 5 years).