Sentences with phrase «equity categories»

In the Canadian equity category, the poor results of commodity - based stocks translated into weakness in other sectors, such as financials.

Every one of the 10 mutual fund managers have beaten the benchmark in the Global Equity category.

Across most international equity categories, a weak dollar provided a small boost for dollar - based investors.

Which equity category has delivered the most consistently good return during the past three full market cycles?

Over a 20 - year period, one top - performer in the Canadian equity category has delivered a compounded average annual return of 9.5 %.

The global equity category is always a mixed bag.

Funds in the Canadian Small / Mid Cap Equity category must invest at least 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be lower than the Canadian small / mid cap threshold.

The Average Passive is the average of all the Index Funds in the Morningstar Diversified EM Equity Category.

For example, using Morningstar data, the Long / Short equity category captured 41 % of the upside of the S&P 500 as compared with 61 % of the downside.

Performance for Class A units of Renaissance U.S. Equity Income Fund and the number of mutual funds in the Fund's U.S. Equity category for the period ended December 31, 2017 is as follows: 4.6 %, 1300 funds (1 year), 12.2 %, 891 funds (3 years) and 15.0 %, n / a (since inception September 16, 2013).

Here is how I applied its formula: OK, a few comparisons that I found insightful: Mutual Shares Z MUTHX is the top performer in APR relative to SP500 and tops all risk adjusted return (RAR) indices in the 50 year equity category.

In the U.S. Equity category, TD U.S. Quantitative has been a solid performer with acceptable bear market performance.

The majority of the active managers in all the domestic equity categories underperformed their respective benchmarks.

Based on the mutual funds included in the Lipper large - cap, multicap, midcap and small - cap domestic equity categories and using the highest individual federal income tax rates in effect each year.

The report made a compelling argument to introduce a «base rate» level of funding per student, known as the Schooling Resource Standard (SRS), with extra loadings on top based on a number of equity categories.

Funds in the Canadian Dividend & Income Equity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in Canada.

In the US Equity category, that number is now 43 %, up from 38 % according to data from Morningstar.

David Taylor, portfolio manager of the IA Clarington Focused Canadian Equity Class, which outperformed its peers in Morningstar's Canadian Focused Equity and Canadian Equity categories with a return of 35.5 per cent, made a gutsy call in the first couple months of 2016.

Canoe Energy Class (Series A) was awarded the 2017 Lipper Fund Award in the Energy Equity Category for both the three and five - year periods ending July 31, 2017 out of a total of 14 Funds.

To see the starting lineup in the Canadian, U.S. and Global Equities categories as well as the leading bond and speciality ETFs, pick up a copy of the February / March issue of MoneySense on newsstands now through March 31st or buy the digital download today.

In the Brazil Equity category, 50.36 % of managers underperformed the S&P Brazil BMI for the year.

Again in 2015, mid-cap value is the only winning equity category, with the majority (67.65 %) of them outperforming the S&P MidCap 400 ® Value.

The Scottish Oriental Smaller Companies Trust (SST) is one of the longest running investment trusts in the Asian equity category with a specialist focus on smaller companies.

Funds in the Health Care Equity category must invest at least 90 % of their equity holdings in the Health Care sector.

Funds in the Precious Metals Equity category must invest at least 90 % of their equity holdings in the securities of companies in the Gold and Precious Metals sector.

Funds in the Greater China Equity category must invest at least 90 % of their equity holdings in securities domiciled in China, Hong Kong or Taiwan.

Funds in the Financial Services Equity category must invest at least 90 % of their equity holdings in the Financial Services sector.

Funds in the Asia Pacific ex-Japan Equity category must invest at least 90 % of their equity holdings in securities domiciled in 2 or more countries in the Asia / Pacific Rim region.

Funds in the Real Estate Equity category must invest at least 90 % of their equity holdings in the Real Estate sector.

Funds in the Japanese Equity category must invest at least 90 % of their equity holdings in securities domiciled in Japan.

The 2017 edition of the MoneySense ETF All - Stars does just that, providing three recommendations in each of the three major equity categories, plus five in the fixed - income category.

: While Kotak Opportunities Fund have performed equally well over various time horizons, in terms of risk - adjusted return, our preferred ones are Kotak Select Focus and Birla Equity Fund, in space of Multi-cap Equity category.

We limited our search to a dozen core equity categories, such as Moderate Balanced and Large Growth.

Funds in the European Equity category must invest at least 90 % of their equity holdings in a diversified portfolio of securities domiciled in 2 or more countries in Europe.

Funds in the North American Equity Category must invest at least 90 % of their equity holdings in securities domiciled in Canada and / or the United States but less than 50 % of their equity holdings in securities domiciled in Canada.

Funds in the Emerging Markets Equity category must invest at least 90 % of their equity holdings in a broadly based portfolio of securities from emerging markets countries.

I've calculated active cost across the Canadian Equity category using the MER of each fund's lowest share class — almost always the commission free, fee - based series.

Gibson Dunn is also competing in the private equity category alongside Debevoise & Plimpton, Freshfields, Goodwin Procter and Hogan Lovells.

Again LIC dominates this moderate equity category, while the others have been doing fairly well.

It's also done so with considerably less volatility and drawdown than most equity categories.

The Average Active is the average of all the active funds (non - «Index Funds» and non - «Enhanced Index Funds») in the Morningstar Diversified EM Equity Category.

Ditto here for the 30 year equity category.

Funds in the Canadian Focused Small / Mid Cap Equity category must invest at least 50 % and less than 90 % of their equity holdings in securities domiciled in Canada, and their average market capitalization must be lower than the Canadian small / mid cap threshold.

Over the 10 - year period, though, managers across all international equity categories underperformed their benchmarks.

More recent Morningstar research by Christopher Davis and Michael Keaveney found that 86 % of funds in the broad Canadian Equity category underperformed their benchmarks over the previous decade.