Sentences with phrase «equity index typically»

A global equity index typically has two components, a developed market index and an emerging market index.

Not exact matches

If a stock or ETF is so strong that is manages to continue trending higher, even while the broad market is going sideways, that equity typically surges much higher when the major indices eventually rally as well.

The interim is uncomfortable for hedged equity strategies because internals typically break down before the capitalization - weighted indices do, but that too is a familiar feature of topping processes.

U.S. equity investors typically concentrate their money in large - cap blend funds and so - called total market funds, all of which more or less move in step with the Standard & Poor's 500 Index.

Although there are many different variations, the basic idea is the same: Equity - indexed annuities typically promise some guaranteed rate of return, much like a fixed annuity, but they also offer participation in equity market reEquity - indexed annuities typically promise some guaranteed rate of return, much like a fixed annuity, but they also offer participation in equity market reequity market returns.

Equity - indexed annuities also typically include a death benefit.

At the end of they day, even though they have the word «equity» in them and they are based on equity indexes in many cases, they typically have around a 4 % to 6 % type of return (that may vary greatly based on the contract) that you can expect to return.

An Equity Indexed annuity is a Fixed Annuity where the rate of interest is typically set to an index like the S&P 500 Index (but there are many more in today's marindex like the S&P 500 Index (but there are many more in today's marIndex (but there are many more in today's market).

Like equity indexes, bond indexes typically target a specific part of the market — such as a specific sector (e.g. Treasuries, corporates), credit rating (e.g. Aaa - A), or maturity range (e.g. 7 - 10 years).

For the unhedged fund, currency exposure is typically unhedged however currency derivatives may be used with equity index futures in managing cash flows or to manage active currency positions relative to the benchmark for risk management purposes.

Home equity line of credit (HELOC) has an interest rate that's variable and changes in conjunction with an index, typically the U.S. Prime Rate as published in The Wall Street Journal: Your interest rate will increase or decrease when the index increases or decreases.

Both individual equity and bond sleeves for the average model typically outperformed the index used for each.

Each individual index comprises various financial variables and typically covers one of five main categories: (i) short - term Treasury rates, (ii) long - term Treasury rates, (iii) credit spreads, (iv) the foreign exchange value of the dollar, and (v) equity prices.

As TDFs typically comprise both equity and fixed - income holdings, it is common to see their performance fall between the two indexes, researchers explain.

The new fund's underlying equity portfolio is chosen from the top 2,000 capitalized U.S. - listed companies while the options overlay portfolio «typically sells near - term call options on indexes highly correlated to the underlying stock portfolio.»

Baird Equity Asset Management's Small / Mid Cap Value portfolio invests in small - to medium - cap U.S. companies and seeks to provide superior risk - adjusted returns and consistently outperform the benchmark Russell 2500 Value Index over a full market cycle (typically 3 — 5 years).