Sentences with phrase «drag on performance»

Since the ETF tracks the index the performance of the two will not always be the same, additionally, the ETF has management fees that create drag on performance.

The costs of frequent trading can be a huge drag on performance over time.

This major drag on performance is what is NOT accounted for in the program.

The energy and materials sectors of the bond markets have been a real drag on performance on the junk bond markets as bond prices have fallen.

My overall portfolio did OK for 2013 but the short system was a definite drag on the performance.

Inner peace only comes to ETF investors once they realize there is no optimal portfolio, and that constantly making changes is more likely to be a bigger drag on performance than fees.

Therefore, I see NO significant drag on performance due to broker fees — in fact, if you have a reasonable holding period, it should be cheaper (for example) than investment fund fees.

Not only would the mutual fund gobble up more in fees ($ 8,961 to $ 698 for SCHD), but that would also drag on performance via the opportunity cost of having less to reinvest ($ 11,970 in opportunity cost to just $ 884 for SCHD).

Once again, currency hedging proved to be a major drag on performance: the hedged version of the US Fundamental (CLU) had a tracking error 60 basis points higher than that of CLU.C.

Seemingly minor elements, like a steel plate, can put a real drag on the performance.

They're a drag on performance and don't offer as much protection as people think.»

Indeed, when asked what they took into account when evaluating product costs, well over half of respondents listed fiduciary duty to clients as their primary consideration, followed by the drag on performance.

Our hedge contracts have been a drag on performance for the year.

Traditional fixed diversification creates a drag on performance from poorer performing assets.

Even though we do what we can to minimize the carrying cost of the hedge and even though we have large market exposure, the hedge will be a drag on performance in up markets.

Going forward itâ $ ™ s possible that any of the portfolioâ $ ™ s 12 ingredients could be a drag on performance.

This is only right — after all, the more often a manager enters the market to buy or sell, the greater the portfolio's trading costs, which over time can end up acting as a drag on performance.

Traditional fixed diversification creates a drag on performance from poorer performing assets.

What the almost 10 - year bull market teaches us is that our behavioral shortcomings can be a drag on performance and stock values, but the economic laws of supply and demand can play an even more significant role in the direction of the stock market.

Commingled funds will run with higher cash balances to reflect the new liquidity regime, which will create a drag on performance.

Our investment income was good but the one of our rental properties is vacant and that's going to a drag on our performance until the unit is rented out.

This margin will be a drag on your performance if the market starts to crash.

Practically everything else is a drag on performance.

Also, because redemptions can be met in - kind, the fund won't need to hold as much cash as a mutual fund, which can be a drag on performance when markets are up.

In years of market decline, it piles up a big edge for us; during bull markets, it is a drag on performance.

I believe that the drag on performance over 20 - 30 years is a far greater risk than currency fluctuation.

As a result, the cash held within the structure does not participate in the index returns, creating a drag on the performance of the ETF.

This can act as a drag on performance in times when the markets are strong.

In years of market decline it should usually pile up a big edge for us; during bull markets it will probably be a drag on performance.

Long - term ownership is just like reducing your position size, so it is a drag on performance most of the time.

Overall, missing these stocks has been a drag on my performance.

Build an ETF Bond Ladder, But Be Wary of Costs Guggenheim and iShares offer ETFs that can be used to create a bond ladder — a benefit for many investors, but higher costs and structural issues can be a drag on performance.

In summary, despite steps taken to stabilize the situation, troubled assets may continue to be a drag on the performance of both financial institutions and a risk for the larger economy for some time to come.