Sentences with phrase «fund counterparts»

A few of the more popular inverse and leveraged funds, along with their simpler mutual fund counterparts, are included in the table below.

Meanwhile, their nondomestic equity fund counterparts, posting a 2.18 % decline on average, witnessed their sixth consecutive week of net inflows (+ $ 1.6 billion).

A 25 - year study even showed that Vanguard's active funds handsomely outperformed their index fund counterparts on a risk - adjusted basis.

Since index funds aren't managed, their expenses are dramatically lower than their active fund counterparts, and these low costs account for much of the outperformance, says Fred Leamnson, founder and president of Leamnson Capital Advisory in Reston, Virginia.

She feels herself greatly disadvantaged compared to NIH - funded counterparts of similar experience.

In both cases, alternative mutual funds outperformed their hedge fund counterparts by a wide margin.

[1] Given the long - term underperformance, it calls into question why active funds charge such high fees relative to their passive fund counterparts.

Bajaj Allianz Life Goal Assure has some good equity funds and a series of investment strategies that resemble their mutual fund counterparts such as Systematic Transfer Plan (STP).

That's because these funds are subject to different reporting requirements compared with their U.S. mutual fund counterparts.

Meanwhile, their nondomestic equity fund counterparts, posting a 1.10 % gain on average, witnessed their fourth consecutive week of net inflows (+ $ 1.2 billion).

The index fund counterpart to VTI is called Vanguard Total Stock Market Index Fund (VTSMX).

International equity stalwarts such as the (NYSEArca: EEM), (NYSEArca: EFA) and (NYSEArca: ACWX) were replaced by the «Core» fund counterparts (NYSEArca: IEMG), (NYSEArca: IEFA) and (NYSEArca: IXUS).

So I can see how ETFs can potentially become more overvalued or undervalued compared to their mutual fund counterparts.

These are just a few of the reasons why the average annual fee for an ETF is significantly lower than its mutual fund counterpart.

When selecting exchange - traded funds, my first choices are Vanguard ETFs for their low - cost, just like their mutual funds counterparts.

Many brokerages have ETF's that match the mutual fund counterpart.

Like their mutual fund counterparts, they appeal to investors who believe the extra cost will generate so - called «alpha» or outperformance relative to the indexes.

2) The significantly lower costs of index funds will ensure that on average, index fund investors will have better returns than their managed mutual funds counterparts.

At best, one hedge fund manager in five outperforms their mutual fund counterparts, and those winners are essentially impossible to identify in advance.

So I can see how ETFs can potentially become more overvalued or undervalued compared to their mutual fund counterparts.

Meanwhile, their nondomestic equity fund counterparts, posting a 0.97 % gain on average, witnessed their first week of net outflows in 12 -LRB-- $ 58 million).

ETFs offer greater tax efficiency compared to their mutual fund counterparts.