Sentences with phrase «equity style portfolios»

Table 1 reports monthly portfolio returns for the five alternative equity style portfolios.

Not exact matches

I love the flexibility that «dividend investing» (or any listed equity investment) gives you, where you can really tailor your portfolio to your own investing style, risk profile and personality.

The Morningstar Ownership Zone ™ provides detail about a portfolio's equity investment style by showing the range of stock sizes and styles.

«Equity attribution variables continue to expand as asset managers are developing new types of smart beta portfolios that blur the lines between passive and active investment styles,» Wolstenholme said.

Defense in equity portfolios should focus on quality as a style characteristic and dividend growth, in our view.

The performance of growth and value equity styles tends to be oriented toward the economic cycle, making it possible to overweight a portfolio in favor of one style depending on economic conditions and outlook.

That portfolio could include a great value style global mutual fund such as DFA Global Equity Portfolio F (MER 0.55 %), a great dividend mutual fund such as Purpose Core Dividend Fund (MER 0.55 %), a great global bond fund such as PIMCO Income Fund Class D (MER: 0.79 %), a great global small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MERportfolio could include a great value style global mutual fund such as DFA Global Equity Portfolio F (MER 0.55 %), a great dividend mutual fund such as Purpose Core Dividend Fund (MER 0.55 %), a great global bond fund such as PIMCO Income Fund Class D (MER: 0.79 %), a great global small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MERPortfolio F (MER 0.55 %), a great dividend mutual fund such as Purpose Core Dividend Fund (MER 0.55 %), a great global bond fund such as PIMCO Income Fund Class D (MER: 0.79 %), a great global small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MERPortfolio Series F (MER 0.95 %).

LMCG manages equity portfolios across a range of market caps, investment styles and U.S. and international regions.

They assign these portfolios to a framework that translates diversification, fundamental weighting and factor investing into core equity exposure and style investing (see the figure below).

With the mix of large -, mid -, and small - cap equity diversified across growth and value styles and an expense ratio of only 0.05 %, VTI can be called a portfolio of its own.

Therefore, by considering alternative equity strategies we provide a broader view of the potential benefits that can be achieved by incorporating commodity futures into equity portfolios managed along alternative style guidelines.

First, we evaluated the consistency of the contribution across alternative equity styles by examining equity portfolios oriented along value, growth, small - cap, large - cap, and momentum styles.

At first, the company designed portfolios for private clients and institutions looking for superior long - term equity returns, based exclusively on the relatively new style of investing known as Price Momentum.

As an equity portfolio manager, Michael manages institutional portfolios in the Multi Cap Growth styles.

The Fund invests in a variety of Eaton Vance Tax - Managed Portfolios across equity market capitalizations and styles.

An all equity portfolio might be pitched as «diversified» if it holds stocks across multiple styles (value & growth), market caps (small, mid, & large), and potentially even geography (international & domestic).

Comprehensively analyzed portfolios comprised of equity, fixed income, and alternative investment holdings to generate increased efficiency through mean - variance optimization and style diversification.