Sentences with phrase «cap equity stocks»

The new investment objective of this scheme is: To provide investors with opportunities for long - term growth in capital through an active management of investments in a diversified basket of large cap equity stocks.

Future returns are almost impossible to predict, but I'm a bit bearish on the outlook for US large cap equity stocks.

Not exact matches

In recent years they have added international equities and small - cap stocks — asset classes that come with higher volatility than sturdier blue chips, but also offer the promise of higher returns.

The Horizons Enhanced Equity ETF (HEX / TSX) holds 30 large cap Canadian stocks that also have liquid options markets.

Another third should be in international stocks (mature foreign markets like Japan and Europe), with the remaining third of your equity portion in emerging markets and what he calls global small caps.

iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX Global Base Metals Index Fund («XBM»), iShares S&P Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.

Taking the broad stock market as a whole, and considering all stocks — not simply the largest of the large caps — investors are now making the broadest and most leveraged bet on overvalued equities in U.S. history.

You'll find funds that seek to track U.S. stock market indexes of all market caps, as well as several international equity index funds, including an index fund dedicated to emerging markets.

U.S. equities resumed declines after a two - day selloff earlier this week led by Internet and small - cap stocks.

I would never short sell or buy anything other than large cap equities (stocks), but that might just be because I am afraid of losing everything I have.

Restore target allocations across global equity markets: The strong performance of the S&P 500 Index has attracted cash into large - cap stocks in recent months, but we recommend allocating into small - and mid-cap U.S. equities, and into international markets, if current allocations are below their long - term targets.

«If this note converts at a price higher than the cap that you have been given you agree that in the conversion of the note into equity you agree to allow your stock to be converted such that you will receive no more than a 1x non-participating liquidation preference plus any agreed interest.»

Returns: Large cap stocks -LRB--40.33 %), small cap stocks -LRB--35.29 %), private equity -LRB--25.40 %), and international stocks -LRB--46.53 %) get hammered.

Our diversified funds (Oakmark, Oakmark International, Oakmark Global, Oakmark Equity and Income, and Oakmark International Small Cap) generally own 40 - 60 stocks each.

The portfolio includes four equity index funds including a total US stock fund, a small cap US stock fund, a Europe, Asia, and Far East developed markets fund, and an emerging markets fund.

Small caps (Russell 2000) and to a lesser extent Nikkei and EM equities in stocks all have below - average vol and correlations today to S&P 500; makes index hedges cheaper, although the lower level of realized volatility means consensus is looking for an even better entry point to buy equity vol.»

One of the Goldman Sachs funds is the fundamental equity growth funds which focus on a range of large cap, mid cap, and small cap growth stocks which research has identified as being good for long term ownership.

Whether your interest is Chinese equities, European dividend stocks, emerging market small caps, or gold, there's a low - cost ETF available that can get you instant exposure.

Oakmark, Oakmark Equity & Income, Oakmark Global, Oakmark International Funds and Oakmark International Small Cap: The Funds» portfolios tend to be invested in a relatively small number of stocks.

Additionally, he manages Fidelity Mega Cap Stock Fund, Fidelity Advisor Mega Cap Stock Fund, Fidelity Large Cap Stock Fund, and Fidelity Advisor Large Cap Fund, as well as co-manages Fidelity Multi Asset Income Fund and Fidelity Equity - Income Strategy, a separately managed account (SMA).

U.S. equities closed lower on Tuesday as large - cap technology stocks fell more than 1 percent, while a Senate vote delay raised heighten policy uncertainty.

The top 25 mutual funds according to Kiplinget.com as of September 30, 2009 are: FUND NAME SYMBOL Baron Small Cap BSCFX CGM Focus CGMFX Dodge & Cox Stock DODGX Fairholme Fund FAIRX FBR Focus FBRVX Fidelity Contrafund FCNTX Fidelity Low - Priced Stock FLPSX FPA Crescent FPACX Longleaf Partners LLPFX Pimco CommodityRealRet Strat D PCRDX Selected American Shares S SLASX T. Rowe Price Equity Income PRFDX T. Rowe Price Mid-Cap Growth RPMGX T. Rowe Price Small - Cap Value PRSVX Vanguard Primecap Core VPCCX Vanguard Selected Value VASVX Artio International Equity II A JETAX Dodge & Cox Intl Stock DODFX Marisco Global MGLBX T. Rowe Price Emg Mkts Stock PRMSX Dodge & Cox Income DODIX Fidelity Intermediate Municipal Income FLTMX Harbor Bond Institutional HABDX Loomis Sayles Bond LSBRX Vanguard Infl - Protected Secs VIPSX These mutual funds cover a wide variety of assets.

A good starting point is to regularly review screens that highlight the top - rated equities, including the IBD 50 list of leading growth stocks, IPO Leaders, IBD Big Cap 20, Sector Leaders and Stock Spotlight.

Dear Tapas, Your portfolio has higher allocation to Large cap stocks, though there are two diversified equity funds.

The equity allocation is multi cap, with a diversified portfolio of large, mid - and small - cap stocks.

For your reference in equity funds, the investment universe of a large cap fund will be the top 100 stocks by full market capitalisation.

Aristotle Value Equity Fund will seek long - term capital appreciation by investing mostly in undervalued mid - and large - cap stocks.

Dear Abhee, It is a typical multi-cap equity oriented fund with around 60 % allocation to Large - cap stocks.

In 2009 he became a co-manager of the International Small Cap Equity strategy (manifested in the U.S. as Price International Discovery PRIDX), where he was the lead guy on Asian stock selection.

Within equity portfolio of the fund, the fund manager invests primarily in large cap stocks with growth tilt.

Within equity, like other peers, the fund invests in high quality large cap stocks that provide growth tilt.

On the equity side, consider real estate investment trusts (REITs) emerging markets, small - cap stocks and value stocks, while real - return bonds are a good addition to the fixed - income side.

In other words, if you have a balanced portfolio with 60 % equities, you might consider making that 48 % large - cap stocks and 12 % small caps.

This ETF offers exposure to mid cap stocks that exhibit growth characteristics, making MDYG a potentially useful tool for investors looking to fine tune their domestic equity exposure or implement a tilt towards a specific investment style.

Consistently with the stock holdings of the analyzed portfolio, the reference portfolio comprised large - cap equity ETFs, such as the Guggenheim S&P 500 ® Top 50 ETF (XLG), PowerShares High Yield Equity Dividend Achievers Portfolio (PEY), PowerShares Dividend Achievers Portfolio (PFM), and iShares Morningstar Large - Cap Value ETF (JKcap equity ETFs, such as the Guggenheim S&P 500 ® Top 50 ETF (XLG), PowerShares High Yield Equity Dividend Achievers Portfolio (PEY), PowerShares Dividend Achievers Portfolio (PFM), and iShares Morningstar Large - Cap Value ETF equity ETFs, such as the Guggenheim S&P 500 ® Top 50 ETF (XLG), PowerShares High Yield Equity Dividend Achievers Portfolio (PEY), PowerShares Dividend Achievers Portfolio (PFM), and iShares Morningstar Large - Cap Value ETF Equity Dividend Achievers Portfolio (PEY), PowerShares Dividend Achievers Portfolio (PFM), and iShares Morningstar Large - Cap Value ETF (JKCap Value ETF (JKF).

The above data show that small - cap growth stocks have indeed provided higher risk - adjusted returns than large - cap equities did.

Brompton Equity Split Corp., $ 12.97, symbol BE on Toronto (Shares outstanding: 1.7 million; Market cap: $ 21.9 million; www.bromptongroup.com) mainly invests in large - cap Canadian stocks.

The RealBeta ™ of the portfolio was slightly lower than one because Alpholio ™ uses a broad - based equity ETF, which includes mid - and small - cap stocks, as a proxy for the equity market.

While VCE holds 78 large - cap stocks, the new index includes 255 holdings and covers 96 % of the Canadian equity market.

The Canadian equity component of the Streetwise Balanced Fund is pegged to the S&P / TSX 60 Index, which includes large - cap stocks only.

The equity components can be subdivided further into large - and small - cap stocks, and value and growth stocks.

A well - known Canadian proponent of concentrated portfolios is Steadyhand: their Small - Cap Equity Fund, for example, includes just 17 stocks.

The Steadyhand equity funds are concentrated in a small number of stocks — as few as 17 in their Small - Cap Equityequity funds are concentrated in a small number of stocks — as few as 17 in their Small - Cap EquityEquity Fund.

Its 60 stocks make it ideal for large cap coverage and a cost - efficient way to achieve Canadian equity exposure.»

For the equity component of the portfolio the fund, FCISX focuses on stocks that maintain relatively high dividends, which tend to be large - cap blue - chip stocks.

ASTON / Fairpointe Focused Equity Fund will seek capital appreciation by investing mostly in domestic mid - to large - cap stocks.

AMG Chicago Equity Partners Small Cap Value Fund will invest in 150 - 400 undervalued small cap stocCap Value Fund will invest in 150 - 400 undervalued small cap stoccap stocks.

Originally applied to U.S. large cap stocks in 1997, the DRS is now available on U.S. small cap stocks, foreign developed market equities, and emerging market stocks.

I did my own research on the ten lowest P / E stocks each year among all stocks with a market cap of $ 500 million or more, and debt less than equity.

In addition to VWIAX (2/3 in investment grade corporates, 1/3 in dividend - paying large caps — unusual for Vanguard in being actively managed, but with a 0.18 % expense ratio that's pretty Vanguardy anyway; — RRB - I find I have no trouble meeting my target 25 % allocation to fixed income (oh, I own a few individually selected preferred stocks as part of that allocation, too — technically equity but pretty much fixed income in real life; — RRB -.