Sentences with phrase «fund in a particular category»

On the other hand, we keep careful tabs on the funds we include in our model portfolios, and we might swap a fund in a particular category for another if we have reason to believe there could be trouble ahead - such as a management change, or dramatic rise in assets under management.

«Many other studies look at performance by calendar year or use the same - style benchmark for all funds in a particular category.

Not exact matches

Professionals rarely do so well over 50 years that their decisions about when to get in and out of a stock lead to better performance than they might have achieved by just putting money into an index fund that buys every stock in a particular category.

«The new memo also defends applying statutory protections for «hiring persons of a particular religion'to include protection for religiously based standards of conduct for employees, including in the funding context — and potentially (although this is not said explicitly) when the category of prohibited discrimination that's asserted is sexual orientation, not just when it's religion.

Of particular concern to young scientists is a possible decline in funding for research groups, which would affect yet another category of early - career researchers: postdocs.

Previous work on the impact of philanthropy in education terms these types of status quo investments as «lower leverage» grants, which can include funding for efforts in professional development, unrestricted or general purpose grants to schools, or special - purpose grants to fund a particular program or activity (e.g. arts enrichment).4 The contrasting approach — the «higher leverage» investment — is investment with the potential to exert systemic influence on public education, which can be divided into two broad categories: 5

I just discussed this topic over on the bogleheads forum... they said to decide your asset allocation first, then to choose the lowest cost funds available in your 401K to accomplish that goal, even if the only fund that will cover a particular sector of your asset allocation is more expensive (for example my international funds are all over.5 MER — but they said not to skip this category just because it was more expensive than I would like).

Keeping all MFs for long time horizon (for retirement), I have invested in 2/3 funds for each category to get better returns and buffer losses (even if 1 fund does nt perform well in a particular year, the other might).

In their latest study, researchers at Morningstar first separated funds within a particular category into different quintiles, based on their expense ratios.

In addition, all target date categories from 2015 on now have a single target date rather than a range, though 2060 + also includes funds with end dates beyond that particular year.

This pattern repeated between other quintiles though the differentials were smaller, but in all cases, funds with lower expenses within a particular asset category outperformed the funds with higher expenses.

When you use the single - category method, you add up the basis of all the shares you hold in a particular mutual fund.

In particular, the Court erred in determining that to establish discrimination, a disabled student, seeking accommodation in relation to public education, was required to demonstrate differential treatment of disabled students, within the special education categories of funding and programs established for special needs studentIn particular, the Court erred in determining that to establish discrimination, a disabled student, seeking accommodation in relation to public education, was required to demonstrate differential treatment of disabled students, within the special education categories of funding and programs established for special needs studentin determining that to establish discrimination, a disabled student, seeking accommodation in relation to public education, was required to demonstrate differential treatment of disabled students, within the special education categories of funding and programs established for special needs studentin relation to public education, was required to demonstrate differential treatment of disabled students, within the special education categories of funding and programs established for special needs students.