Sentences with phrase «blend fund outperformed»

During the last three market downturns, the average active large - cap blend fund outperformed its prospectus benchmark from 0.83 % during the 2007 - 09 downturn to more than 5 % during the 2000 - 01 correction.

While passive investments have performed well in recent years, active large - blend funds outperformed their passive counterparts nine out of 10 times from 2000 to 2009.

Not exact matches

So we ran 1900 large blend fund classes through our Orthogonal Attribution Engine (OAE) to get the probability the investment would outperform its replication portfolio by enough to cover expenses.

For instance, if you find one Mid Cap Blended Fund that has consistently outperformed other Mid Cap Blended Funds, and it has had the same manager the entire time, it may be a good fund to invest your moneyFund that has consistently outperformed other Mid Cap Blended Funds, and it has had the same manager the entire time, it may be a good fund to invest your moneyfund to invest your money in.

Each quarter, Zacks updates their Mutual Fund Rank by evaluating the average Zacks Rank for the stocks owned by the fund and blending this with other criteria their studies show is beneficial in finding funds that will outperform in the futFund Rank by evaluating the average Zacks Rank for the stocks owned by the fund and blending this with other criteria their studies show is beneficial in finding funds that will outperform in the futfund and blending this with other criteria their studies show is beneficial in finding funds that will outperform in the future.

This list highlights the best blend funds from 2008 to 2017, based on each fund outperforming the S&P 500 over the last one -, three -, five - and 10 - year periods.

Let's turn our attention to the «evidence» presented in a chart yesterday that shows 9 out of 10 largest Canadian equity mutual funds outperform the blended index.

U.S Stock Market Timing We offer a unique blend of traditional econometrics coupled with stock market timing methodology to assist traders, private investors and fund managers to outperform the market on an absolute and risk adjusted returns basis.

I also know the Mawer Balanced Fund has beaten index blended ETF equivalent portfolios annually 14 times out of the past 15 years by an average yearly outperform of 2.5 % or 40 % overall.