Sentences with phrase «broader funds so»

I like to stick with fewer, broader funds so that it's easier to manage,

Not exact matches

When you purchase a broad swath of equities, say an S&P 500 index fund, the returns you can expect over the next decade or so comprise four building blocks: the starting dividend yield, projected growth in real earnings per share, expected inflation, and the expected change in «valuation» — that is, the expansion or contraction in the price / earnings (P / E) multiple.

It's a broad range that, according to your interpretation of the measure's wording, would include even very early - stage startups so long as they've received more than $ 1 million in funding over the course of a single tax year.

They are sector - specific funds, active managers, passive managers, so any type of pooled investment, broad - based category is pretty much available within the annuities, even some sector - specific investments.

Newspapers are finding that paywalls may not be a long - term strategy (which doesn't seem to have stopped magazine publishers like Time Inc., which owns Fortune, from continuing to try), and so they either have to go broad and mass like The Daily Mail or find another monetization strategy like The Guardian, which has a trust fund that was generated by selling its stake in Auto Trader for $ 1 billion or so.

When you put your money in an index fund, you're investing in a broad range of stock or bonds (again, usually an entire market), so you don't have to deal with — or do the research associated with — buying and selling individual stocks.

If they were to arrange a stake in a hedge fund, many of which charge a so - called 2 and 20 arrangement whereby the client pays 2 % of assets per annum plus 20 % of profits, and it's going to be almost entirely mathematically impossible for the investor to beat the broader stock market.

Whether the fund's mandate is broad or narrow, bond funds invest in many different securities — often buying and selling according to market conditions and rarely holding bonds until maturity — so it's an easier way to achieve diversification even with a small investment.

To establish a national, broad based, community of Angel investors, incubators, and accelerators in Canada and connect them to their peers and the greater early - stage funding ecosystem so they can support the growth and development of innovative Canadian entrepreneurs and companies, and to support the ongoing evolution of that community through research, education and public policy.

In other words, don't get caught in the trap that ETFs are cheaper, more tax - efficient, and so on — the facts are that there is little difference between ETFs that track broad - based indexes and index mutual funds (in terms of cost and tax efficiency).

However, minimum volatility funds may be used as long - term investments, so the more important question is this: What was their downside versus broad indexes over longer periods?

Hopeful of securing a broad ecumenical base of support, the Los Angeles Council of Churches was approached, but the needed funding was unavailable, so it was decided to underwrite the support within the American Baptist structure.

So our long - term aim is to harness that expertise and creative vision and help arts organisations throughout the country - not just the worldfamous institutions in the capital - build broader funding streams that will give them long - term security.

A considerable number of trade union members already exercise the right to contract - out of the political fund, so the case for changing the procedure in isolation and outside of a broader examination of party funding is not especially strong.

The broad brush also fails when labeling the developers of GM technology: Commercial giants of the agrochemical pesticide industry have developed GMOs, but so have academic scientists funded by nonprofits or the public sector.

Upon his death in 1927, his will established the Charles Bigelow Fund, reading in part, «In making this gift it is my desire to promote so far as is my power a better knowledge of the education, using the word education in its broadest sense to include influence as well as methods of training, which will best tend to improve the human race.»

Other foundations — Ford, Hewlett, Annenberg, Milken, to name just a few — often join in funding one project or another, but the education reform movement's success so far has depended on the size and clout of the Gates - Broad - Walton triumvirate.

LANSING, Mich. — Flat test scores by Michigan students on a national test highlight the pressing need for a new, comprehensive look at how we fund Michigan's public schools so all students can achieve and succeed, regardless of their circumstances, said a broad - based group of Michigan business and education experts.

So while Malloy and Jumoke congratulate themselves about their education reform achievements, parents in every other Hartford school would do well to remember, smaller class sizes, having a teacher and an instructional assistant in every classroom and providing more support services is not a result of Malloy's education reform efforts but a result of Malloy, the State of Connecticut and the City of Hartford actually stepping forward and providing the resources necessary to make appropriate changes --- changes that should be being made at every Hartford School if only elected officials would address the broader issue inadequate funding for Connecticut's schools.

The latest national comparison of school test scores could reveal challenges with the way we fund schools in Michigan LANSING, Mich. — Flat test scores by Michigan students on a national test highlight the pressing need for a new, comprehensive look at how we fund Michigan's public schools so all students can achieve and succeed, regardless of their circumstances, said a broad - based group of Michigan business and education experts.

Also, South Kent does enjoy the status of being a private school, so while it's not about the funding issue, it is definitely an oversight issue; the school is fairly autonomous, as opposed to public schools who have an elected school board making broad, sweeping, one - size - fits - all curriculum decisions for every school in its district.

However, Vanguard ETFs don't have the broad coverage as Vanguard mutual funds do, so I have to look elsewhere to get what I need.

So her piece goes into detail about how to keep one's AGI down using charitable contributions, Roth IRAs, timing the receipt of income, etc., but it's under the managing capital gains and losses section where we find this key observation, «passive investments such as broad - based index funds tend to pay out less annually in capital gains» and it's taxable capital gains that can raise an AGI.

So before I can get the two - fund portfolio I can want, I can use three ETFs, VTI, VEU / CWI, and BND, to build a passive portfolio that gives me the broadest exposure to both the equity and fixed income markets.

It's true that most actively managed funds did even worse, and that broad - market index funds are now capped so no company can ever make up more than 10 %.

Many passive funds that track the broad Canadian equity and bond markets do so extremely well.

So why would you use a barbell rather than simply holding a broad - based bond index fund?

So don't make the mistake of thinking that this fund gives you broad exposure to small companies in all sectors of the economy.

Broad - based Canadian bond index funds have fallen in price about 4 % or so in since the beginning of May.

Look at how broad the base of the fund is, so you can determine its volatility.

As such, CMBS focuses on types of bonds that are not necessarily included in broad - based bond funds such as AGG or BND, so this fund might not be all that useful for those building a long - term portfolio (since it is a bit targeted).

Understand how broad the fund is, so you can determine its volatility.

So the overall yield of each fund is less than 2.5 % — not much by historical standards, but still higher than the yield offered by the broader S&P 500 index.

A hint of what to expect can be gleaned from the SHE fact sheet, which notes the fund is market - cap weighted, so «SHE's performance shouldn't depart radically from the broad market.»

So when you factor in higher management fees and the possibility of lower returns than broader - based index funds, investors could be giving up about 1 % in average annual investment returns.

I believe that stocks are so cheap that almost any low - cost index fund that tracks a broad market â $» such as the S&P / TSX composite index in Canada, or the S&P 500 index in the U.S. â $» should make you money if you hold it for the long term.

Even a «growth fund» can shrink significantly in a market downturn, often more so than broader stock markets.

With such broad indexes, funds are more likely to use sampling techniques, rather than buying every security, so there's a greater chance of tracking error.

Third, broad cap - weighted equity indices provide a scale model of the actual market portfolio — not perfect in every detail, but close to the real thing — and anyone seeking to closely replicate, on a smaller scale, the actual market portfolio may do so by buying shares in an index fund.

If you're looking for substantially more yield than what's on offer from the broader market (Standard & Poor's 500 - stock index delivers about 1.9 % at present), you'll want to look at so called «high dividend» funds like the HDV.

Modern portfolio research favors a diversified asset allocation with international stock index funds, USA stock index fund, and broad based bond allocation (although probably wouldn't put new money in bonds now with interest rates so low).

If your time horizon is several decades into the future, you can use a broad - based fund with a longer duration: your risk of loss is higher, but so is your expected return.

The First Asset Morningstar Canada Value (FXM) has been the best - performing Canadian equity ETF during the last year: over the 12 months ending September 30 it returned almost 29 %, while the broad market was up just 7 % and the three value funds above managed «only» 16 % or so.

So even a broad - market Canadian mutual fund may have more than enough oil and gas exposure for a regular investor.

Why not use your taxable account to pursue a tax - efficient stock strategy, such as investing in broad stock market index funds, so you take advantage of the special low rates on long - term capital gains and qualified dividends?

Buying broad - market index funds is the best way to maximize diversification — it won't eliminate market risk (ie if the entire market goes down 40 %, so will your investment) but it will reduce the effects of betting your dollars on individual stocks.

[00:31:36] MM: The nice thing about, did I say about a broad based stock fund is that even if it tanks and you're going to have to say, «Well, I'll put off using it for a year or so,» or something like that.

REIT mutual funds and index funds are made up of a broad swath of individual REITs, so you'll limit risk and ensure that your money is spread to different REITs.

Initially, I owned actively managed funds and a few individual stocks, but I substituted index funds as they became available, so my stock performance has been what you would expect — very similar to the broad market.

In fixed income, Jason explained that he's putting money into «bond funds that have a broader spectrum of fixed income that they can invest in, offer a little bit higher yield, and a little lower duration so they give you a little more protection in case interest rates were to rise.»