Sentences with phrase «fund index»

Some lenders have their own cost of funds index so it's important that you ask what index is being used and where it is published so you can keep track of it.

How well do mutual funds and exchange - traded funds (ETF) designed to track hedge fund indexes work?

The 100 % stock fund index portfolio in Figure 8 - 2 experienced greater price swings but had higher returns.

Companies that evaluate mutual funds provide a range of fund indexes that track specific fund categories.

High quality hedge fund performance data removes data biases that have historically plagued hedge fund indices.

The Lipper Global Funds Index measures the performance of the 30 largest mutual funds that invest in securities throughout the world.

For the fiscal year's six months, the Fund returned 5 %, and the Lipper Balanced Funds Index return was 4 %.

There are two strong points in favor of mutual funds indexed to the stock market as a whole (such as the S&P 500 index and the total market index).

The Manager attempts to deliver consistent returns in excess of the Dow Jones Credit Suisse Hedge Fund and the HFRX Global Hedge Fund indices in a transparent, registered fund format consistent with monthly dividends.

The Lipper Balanced Fund Index measures the equal - weighted performance of the 30 largest U.S. balanced funds as defined by Lipper.

Ivo is a member of the IPD Global Pooled Property Fund Indices Consultative Group and a member of the ULI European Office and Mixed Use Council and Policy & Practice Committee.

(Coincidently, the HFRX Global Hedge Fund Index fell by the same amount.)

The MSCI World Index has returned 6 % for that period and the Lipper Global Fund Index returned 5 %.

At the trough bond fund indices were down 7 to 10 % from peak, depending on duration.

Tangerine funds Index funds for beginners is incredibly easy with Tangerine's investment funds.

Today the Federal Home Loan Bank released the 11th District Cost of Funds Index for 2008.

Many mutual fund indices do not account for this survivorship bias.

Typical is the Horizons Morningstar Hedge Fund Index ETF (HHF / TSX), advised by Fiera Capital Corp., which tracks a Morningstar index of 600 to 800 hedge funds.

Index Funds Index funds have provided investors with a return that is directly linked to individual markets while charging minimal amounts for expenses.

The Fund changed its benchmark to the S&P 500 ® Index and the Lipper Large - Cap Core Funds Index on August 1, 2016 because these indices better reflect the Fund's principal investment strategies from that date.

Based on aggregate returns, the Morningstar Energy Equity Fund Index was the top - performing category among Morningstar Canada's 47 fund categories last month, following up on its 3.1 % March increase with a 10.6 % surge in April.

Fund Index Tracking Broad bond market Ticker return return error iShares DEX Universe Bond XBB 6.4 % 6.7 % -0.4 % -LSB-...]

Moscow still has the 19th lowest funding index, especially in the early stages of development.

The MSCI World Index loss was 5 % and the Lipper Global Fund Index lost 7 %.

The Lipper Global Fund Index also dropped 20 %.

These types of investment firms have exploded in popularity over the many years and appear to the investor as a mutual fund index company yet they trade on the market exchanges similar to the common stocks.

That seems to be the general feeling among educational technology advocates about the recent reforms to the federal E-rate program, whether they are applauding a new funding index for inflation, the allowance for «dark fiber» connections, or the funding of pilot wireless - learning programs.

The Lipper International Fund Index measures the performance of the 30 largest mutual funds in the international equity fund objective, as determined by Lipper, Inc..

Adjustable mortgages generally track a popular funds index like the LIBOR or US Treasury's 1 - Year CMT, and add a fixed margin on top to ensure the lender's profit.

Many of their competitors in the «multi-alternative» category pursue bizarre and opaque strategies («hedge fund index replicant» strategies using derivatives) where the managers mostly say «trust us» and «pay us.»

The Alternative Portfolio comprises ETFs providing exposure to institutional - caliber strategies, including hedge - fund index replication, managed futures, broad commodities and seasonal investment rotation.

If I am going to get an ARM, I would prefer a loan that uses the 11th District Cost of Funds Index because it's based on the interest costs paid by lenders.

Goldman Sachs Absolute Return Tracker Fund (GARTX) attempts to replicate the returns of a hedge fund index without, of course, investing in hedge funds.

The Morningstar Fund Indices bill themselves as «the best available representation of the performance of aggregate dollars actually invested, currently and historically, in Canadian mutual funds and segregated funds.»

Vanguard has several funds indexed against FTSE indices and iShares has several ETFs now, as well.

Using monthly returns for 72 synthetic hedge funds (52 mutual funds and 20 ETFs) and associated Credit Suisse hedge fund index benchmarks during January 2009 through December 2013, they find that: Keep Reading

«The fixed - COFI mortgage exploits the often - present prepayment - risk wedge between the fixed - rate mortgage rate and the estimated cost of funds index mortgage rate,» according to a paper written by Federal Reserve Board senior adviser Wayne Passmore and Alexander von Hafften, a senior research assistant at the Fed.

Prior to August 1, 2016, the Fund's primary benchmark indices were the Russell 1000 ® Value Index and the Lipper Large - Cap Value Funds Index.

There's a wide variety of hedge fund indices out there, but I see Bloomberg's one of the first to report a FY - 2013 performance of +7.4 %.

If you choose an ARM, the index should be based on the Cost of Funds Index if rates are increasing, and Treasury Bills if they are decreasing.

The NFI - ODCE (NCREIF Fund Index - Open End Diversified Core Equity) Performance Attribution Report was launched today and will be available on a quarterly basis to all NCREIF members!

For the first six months of 2014, the returns are 5 % for both the Fund and the Lipper Balanced Funds Index.

The manager attempts to exceed the return of Dow Jones Credit Suisse Hedge Fund Index in a transparent, registered fund format with monthly dividends.

This has resulted in Campus Advantage's excellent investment return performance, which since the Company's inception has exceeded both NCREIF Property Index (NPI) and PREA IPD U.S. Property Fund Indexes.

By comparison, the HFRI hedge fund index fell 1.87 percent for August — paring year - to - date gains to just 0.2 percent.

In fact, it is worth looking at how Vanguard S&P 500 (VFINX) has performed over the last 15 years relative to a bond proxy like Vanguard Intermediate - Term Bond Fund Index (VBIIX).

For example, several investment companies offer mutual funds indexed to the Morgan Stanley Capital International (MSCI) World Index or the Standard & Poor's (S&P) Global 1200.

The balanced 60/40 mix and the hedge fund index did better than the S&P 500 with K - ratios of 45.86 and 58.00, respectively, but are well short of the DRS Select Composite's K - ratio of 119.23.