Hartford World Bond Fund returns were negative over the course of the month as global government core exposures
detracted from returns while opportunistic sources modestly offset performance with positive returns
(We say potential because in some years, including 2014, small caps actually
detracted from returns).
The U.S., United Kingdom and Switzerland contributed most to the Fund's return in the quarter while Mexico and China
detracted from its return.
This rebalancing is what an investor in the Fund should expect from value managers, but to date the impact has
detracted from return.
In a given period, this complicates performance because currencies can either boost or
detract from returns (see the chart below).
However, a surging US dollar will
detract from the returns of the Claymore ETF, regardless of the price of gold.
This means tempering those behaviors, like chasing active managers and overtrading, that tend to
detract from returns.
Not exact matches
Fund holdings that
detracted most
from return were National Oilwell Varco (U.S.), Bank of America (U.S.), Intel (U.S.), Chesapeake Energy (U.S.) and Richemont (Switzerland).
Bank of America, National Oilwell Varco, Union Pacific, Oracle and Glencore
detracted most
from return.
The countries that
detracted most
from the Fund's
return in the quarter were Japan, Switzerland and Germany.
For the six months, Bank of America, TE Connectivity, Mastercard, Jones Lang LaSalle and UnitedHealth Group led the contributors, while CVS Health, General Motors, Baker Hughes, Philip Morris International and Nestlé
detracted most
from return.
Fund holdings that
detracted most
from return were Interpublic Group (U.S.), TE Connectivity (Switzerland), General Motors (U.S.), Union Pacific (U.S.) and Applied Materials (U.S.).
For all of calendar 2017, Bank of America, TE Connectivity, MasterCard, General Motors and UnitedHealth Group led the contributors while Foot Locker, Baker Hughes, CVS Health, General Electric and Flowserve (sold)
detracted most
from return.
Detracting from the thrills of the latest of the action - adventure quartet are the complexity of plot, the inability of Gilroy to get us into the mind of the principal performer, and the absence of Matt Damon who brought in solid box office
returns in the three films that preceded this one.
While the movie itself may have become overshadowed by the debate over HFR — not to mention Jackson's decision to stretch J.R.R. Tolkien's book across three films — this shouldn't
detract from the fact that An Unexpected Journey is the best fantasy film to hit screens since... well, The
Return of the King.
Yet it is just as likely to
detract from a portfolio's long - term
return as it is to add to it.
Quite simply, the difference in currency valuations can very well contribute to (or
detract from) the overall
return of the security itself.
Frequent trading may
detract from realized investment
returns.
Risk that you paid too much for the transaction The risk that the costs and fees associated with an investment are excessive and
detract too much
from an investor's
return.
If those costs are excessive, they can
detract significantly
from your net
return.
In fact, the slight underweight in the sector has
detracted from managers» excess
returns, as shown by the negative allocation and total effects.
due to brokerage commissions and other transaction costs that may apply, frequent trading may
detract from realized investment
returns; and
While I don't want to
detract from the thesis of the post which I agree with, calculating
returns based on arbitrary (Jan 1 YOY) fixed dates seems more and more senseless to me.
For example, if the underlying investments of the ETF are bought in U.S. dollars (i.e., U.S. companies listed on a U.S. stock exchange), the appreciation or depreciation of the U.S. dollar against the Canadian dollar has the potential to either add or
detract from the investment
return.
We believe that doing so gives us similar, long - term
return expectations but in the context of being less susceptible — for better or worse — to the outlier outcomes
from individual holdings and sectors that have more recently
detracted from performance.
I've gone one a few vacations and it definitely
detracts from my vacations to check my e-mail and
return phone calls.