Sentences with phrase «fund performance over time»

Not exact matches

Important factors that could cause actual results to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited to, the following: 1) our ability to continue to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability to achieve certain cost reductions with respect to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence to their announced schedules; 10) our ability to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability to enter into profitable supply arrangements with additional customers; 12) the ability of all parties to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability to borrow additional funds or refinance debt, including our ability to obtain the debt to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes to the interpretations of or guidance related thereto, and the Company's ability to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital needs or for payment of interest on, and principal of, our indebtedness; 26) our exposure under our revolving credit facility to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30) exposure to potential product liability and warranty claims; 31) our ability to effectively assess, manage and integrate acquisitions that we pursue, including our ability to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability to complete the proposed accelerated stock repurchase plan, among other things.

«Although we are pleased with these annual results, this relatively short - term performance is far less meaningful than our long - term results as financial markets can move sharply in either direction over shorter time horizons,» CPPIB chief executive Mark Wiseman said Friday as the fund manager released its annual report for the year ended March 31.

Robbins and Mallouk go into detail in «Unshakeable» about how to consider diversifying your investments, but say anyone should consider investing in an index fund, which allocates money across companies in an index, essentially giving you representative ownership of that market — which, again, will grow over time regardless of short - term performance.

«This is one of the primary reasons that low - cost index funds tend to achieve top - quartile performance over time.»

As usual, the performance of our stocks relative to the major indices tends to drive day - to - day fluctuations in Fund value when we are hedged, but that differential has also been our primary source of return over time.

For investors, learning not to chase performance (by buying funds that have done well in the past) and avoiding attempts to time the market can boost performance over time.

TGTCoin allows Net Asset Value of a token to increase over time depending on the performance of the fund.

Because, a) long - short mutual funds are expensive, b) the nature of shorting a stock means getting limited upside but infinite downside, and c) active manager performance can wane over time as assets under management increase.

In this book Bill Schultheis presents a simple investing plan built on establishing an investment portfolio of low cost index funds that, based on historical performance, will generate positive returns over a long time period (10 + years).

Arguably a pretty conservative investment approach, the historical performance of the Coffeehouse portfolio has been strong over time — generating 5 % + over the past 10 years, but it still falls short when compared to investing in a total stock market index fund or S&P 500 fund that track those market indexes.

On the other hand the true Arsenal fans have not been brainwashed and look at Wenger's performance over a period longer than 1 or 10 games and what they see is that Arsenal have made no progress on the pitch, showing the same mental and physical frailties they have for a long long time with their competitors with fewer funds and lower wage bills leaving Arsenal in the dust.

The scaling of high - performing CMOs provides one of the highest levels of return and leverage for philanthropic funds, particularly when you consider that CMOs tend to deliver much higher student achievement than the local district; these schools will continue to serve students in a high - quality way over time; and there are few investments in K — 12 that have consistently yielded this level of performance.

Although it is not listed in the fund prospectus, turnover ratio can have a substantial impact on a fund's performance and tax liability, and those who ignore this factor may be forfeiting more money than they realize over time.

Comparing the performance of her portfolio over the past 10 — 15 years with the performance of a recommended asset allocation in index funds over the same time period would be very educational for all of your readers, and it would really help your friend.

And if you want to know how a particular Theme has performed in the past, all you need to do is tap into the «Performance» tab (below), which details the historical performance of the fundPerformance» tab (below), which details the historical performance of the fundperformance of the fund over time.

How would a truly risk - adjusted performance of the five funds look like over an extended period of time, which includes the interval used in the article?

And because its expense ratio (fee) is a rock - bottom 0.04 % per year, the fund has virtually matched the index's performance over time.

Anyone can tell you which funds had the best performance over a period of time.

«Over a long period of time, there isn't a significant investment performance difference compared to funds with ESG risks.»

More importantly, these allocations don't change much over time, because pension fund managers are less likely to chase performance and buy what's hot.

Buffett's logic is that as a group, «active investors» will match the market's performance over time, just like S&P index funds.

The mutual funds are also required to publish their performance in the form of half - yearly results which also include their returns over a period of time i.e. last six months, 1 year, 3 years, 5 years and since inception of schemes.

The scorecard, which is a biannual report, attempts to capture the performance of active funds (both equity and debt funds) domiciled in India against S&P BSE benchmarks over different time horizons.

Over time we seek to minimize tracking error — the amount an index fund's performance deviates from its target index.

For those looking for a real life example (I suspect I know the answer but I will defer to Charles to provide the numbers in next month's MFO), contrast the performance over time of the closed - end fund, Source Capital (SOR) run by one of the best value investment firms, First Pacific Advisors with the performance over time of the mutual funds run by the same firm, some with the same portfolio managers and strategy.

Index funds offer you probably the ideal hedge against varying performance across sectors and across fund managers over longer - periods of time.

We also need to look at a few other things that will also affect a fund's performance over time, such as tracking error of the fund's underlying index and trading volume which will be reflected in spread.

Both the Australian and International funds are concentrated portfolios of businesses that should deliver us healthy investment performance over long periods of time.

There is no correlation between front - loaded funds and their performance versus that of their benchmark even over very long periods of time.

«Fund Return» is the performance of a fund calculated based on the actual income, capital gains or losses, and fees experienced by that fund's portfolio over a specified period of tFund Return» is the performance of a fund calculated based on the actual income, capital gains or losses, and fees experienced by that fund's portfolio over a specified period of tfund calculated based on the actual income, capital gains or losses, and fees experienced by that fund's portfolio over a specified period of tfund's portfolio over a specified period of time.

So, if you invest in a bond fund, make sure you fully understand the bond fund's performance over time.

Our focus is how an institutional investor might reweight their hedge fund portfolio over time based on the performance of the underlying funds.

The value of these holdings will evolve over time — given performance differences in the underlying funds — and the investor or plan sponsor will eventually face the challenge of finding an effective rebalancing methodology.

The difference in MER being slighter over time and often the performance of a good mutual fund will be superior because of active management!!

The S&P Indices Versus Active (SPIVA) India Scorecard, which is a biannual report, attempts to capture the performance of active funds (both equity and debt funds) domiciled in India against S&P BSE benchmarks over different time horizons.

To analyze a mutual fund, Alpholio ™ finds a reference portfolio of exchange - traded funds (ETFs) that most closely tracks the fund's performance over time.

There, you'll see the fund's performance over various time periods.

Since both tickers represent the same fund portfolio, they should have identical performance, and over time, they do.

Considers risk management factors, such as the underlying funds» relative and absolute performance, as well as their volatility of returns over time.

Janet Russell presents The illusion of superior professional mutual fund manager performance posted at Personal Investment Management, saying, «If investment mutual fund managers were truly skilled at beating the market, then you would expect mutual fund manager performance prowess to persist over time.

Consistent performance by the fund's manager, or managers, over a long period of time indicates the fund will likely pay off well for an investor in the long - run.

A fund may or may not repeat its stellar performance over such long period of time.

Dear Raghuma, 1 — Based on ones investment horizon 2 — If the performance of the fund over a period of time has been bad Vs its peers / benchmark / fund category Avg returns.

The disciplined buy - and - hold investors would have pretty much tracked the fund return over the different time frames (I'm simplifying a bit here) but among the performance chasers there would have been investors who did better than the fund returns and investors who also earned far less.

For example, mutual funds ranked in the lowest decile based on past performance (among the universe of funds in the same style category over the prior 36 months), are approximately two and a half times more likely to be deleted from those menus on which they are unaffiliated with the trustee than from those where they are affiliated with the trustee.

In fact, there have been many funds that build up great track records over a period of time only to suffer horrendous future performance.

John Miller, fund manager and co-head of fixed income at Nuveen, says that the funds» performance is driven not so much by duration or yield - curve positioning, but more by yield, credit selection and bonds that have the opportunity for credit spreads to narrow over time.

Offering a diversified portfolio of income opportunities Diverse income opportunities: The fund provides exposure to bonds in all sectors of the expanding global fixed - income market and across the complete credit spectrum.Multiple strategies: Putnam's bond specialists employ 70 - 80 active investment strategies to pursue a diverse range of opportunities for performance.Active risk management: In today's complex bond market, the fund's experienced managers actively manage risk with the goal of superior risk - adjusted performance over time.

The biannual SPIVA India Scorecard attempts to capture the performance of active funds (both equity and bond funds) domiciled in India against the S&P BSE benchmarks over different time horizons.

Poor risk - adjusted performance over a variety of time horizons is a stronger signal, particularly if that performance occurs during periods in which the fund's strategy should perform well.