Sentences with phrase «fund against its peers»

Several decades ago, Morningstar introduced the now - ubiquitous nine - box matrix known as the style box, providing a framework to evaluate funds against peers with similar investment styles.

Lipper rankings are comprised of five unique measures (Total Return, Consistent Return, Preservation, Expense, and Tax Efficiency), each with a 1 - to - 5 score, ranking each fund against its peers.

Not exact matches

«And we are now at a decision point: sustained global commitments and recent funding cuts affect capacity and capability for a full - spectrum fight against a near - peer adversary.»

Choose your own peer group based on underlying factors like portfolio construction and industry focus, and benchmark your fund against funds with similar strategies.

Labour proposed a motion to set up a committee on trade unions and party funding, which attracted 327 peers in favour and 234 against.

«In many ways, I'm rebelling against «the system,» which today awards short - term funding for peer - reviewed proposals that have near - guaranteed results.

ReACTION, created by the New Yorkers Against Gun Fund, is a youth program for middle and high school students that promotes education and leadership to train students to become peer mentors.

Steve Zimmerman, the co-founder of the Coalition of Community Charter Schools, a blanket organization for local independent charters, agreed to speak publicly against DeVos and said he believes his peers in the charter world are staying quiet because of funding concerns.

Categories are the foundation of a system that rates and ranks each fund against its «peers.»

Even though the fund suffered a smaller decline in 2008 than its peer world allocation funds did -LRB--20.6 vs. -29 % per Morningstar), it significantly declined against its reference portfolio of ETFs.

Echoing her suggestion, fund managers also often ask to be judged «over full cycle» when comparing performance against their peers.

Although the fund's 10 % annualized return since its inception through February 2014 roughly matches the category norm, its low volatility has allowed it to stack up well against its peers on a risk - adjusted basis.

As a reminder, the card measures how well each fund in a family has performed against its peers since inception (or at least back to January 1960, which starts our Lipper database).

The fifth shows the fund's Sharpe ratio, a measure of risk - adjusted returns, against its peers.

The fund has low standard deviation amongst its peer at 1.63 against category average of 1.99.

The fund has low standard deviation amongst its peers at 1.75 against category average of 1.99.

The fund's beta is moderate at 0.28 against 0.31 category average thereby indicating that both the peers and the fund are not very volatile in relation to market movement.

All - Star Funds typically have at least a three year track record and compare favorably against their peers based on historical return, risk, expenses, manager tenure, performance and style consistency, asset size and growth and must be 1) structured through sound investment philosophy and process, 2) implemented with acceptable level of investment risk management strategy and 3) supported by a well - balanced investment firm.

Passive Bond Funds have done well against their actively managed peers.

Recommended Funds: Each month SMI suggests mutual funds that are performing well against their pFunds: Each month SMI suggests mutual funds that are performing well against their pfunds that are performing well against their peers.

Data providers like Morningstar and Lipper can also provide some context by placing a fund in a peer group and comparing it against an index.

The large mutual fund databases can tell us how our funds are performing against peers to the percentile.

Plaintiffs argue the sheer volume of three hundred total investment choices for retirement investors indicates that defendants failed properly to monitor and evaluate the historical performance and expense of each of these funds, compare that historical performance and expense to a peer group of funds and / or even compare the three segments against one another.

Also, when choosing which funds to buy, compare performance against the fund's peers.

All - Star Funds typically have at least a three year track record and compare favorably against their peers based on historical return, risk, expenses, manager tenure, performance and style consistency, asset size and growth and must be 1) structured through sound investment philosophy and process, 2) implemented with acceptable level of investment risk management strategy and 3) supported by a well - balanced investment firm.

When the returns of HDFC Balanced Fund are compared against its peers during the past 5 year period, then at 18.83 percent returns it has done as good as other similar funds like Birla Sun Life Balanced ’95 Fund (18.20 %), ICICI Prudential Balanced Fund (19.38 %), SBI Magnum Balanced Fund (19.00 %), and Tata Balanced Fund — Regular Plan (17.90 %).

The fund received a four - star rating against a «world bond» peer group.

Shortly, we hope to publish an ongoing tally, or «Fund Family Score Card» if you will, because... during the next commercial break, while watching a fund family's newest media campaign, we want to make it easier for you to gauge how well a fund family has performed against its peFund Family Score Card» if you will, because... during the next commercial break, while watching a fund family's newest media campaign, we want to make it easier for you to gauge how well a fund family has performed against its pefund family's newest media campaign, we want to make it easier for you to gauge how well a fund family has performed against its pefund family has performed against its peers.

As a result, it has a lot more downside volatility than the average long - short fund (it was down 34 % in 2008, for example, compared with 15 % for its peers) but also a more explosive upside (gaining 42 % in 2009 against 10 % for its peers).

If Nic Lewis is a self - described independent self - funded climate researcher, he really ought to be able to defend himself against his peers first.