Sentences with phrase «funds given the level of risk»
Not exact matches
It represents the difference between a fund's actual returns and its expected performance, given its level of risk as measured by beta (see definition of Beta).
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The annualized percentage difference between a fund's actual returns and its expected performance given its level of market risk, as measured by beta.
Alpha The difference between a fund's actual returns versus its expected performance, given its level of market risk as measured by beta.
And because of that, those funds don't give shareholders the full returns they should receive for the level of risk they are taking.
Alpha: The alpha of a mutual fund describes the difference between a fund's actual return over a period of time and its expected return, given the fund's level of risk.
Now I have another fund which is in P2P funds which is higher risk than a deposit account but then gives me a better return and is less subject to market fluctuations and it would be the place I go to for loss of job level emergencies say 6 months of salary, this takes a bit longer to access but given I have the above emergency fund I have given myself time to get the money from the P2P account.
In other words, RAR gives us the rate of return that the fund manager would have obtained, had he / she been prepared to assume the same risk level as the index.
With 340 stocks, it's meaningfully less diversified than a portfolio including both a «total U.S.» index fund and a «total international» index fund, which means you'd be taking on more risk for a given level of expected return, and
Select subset of mutual funds from investment universe to construct a portfolio which seeks to optimize dividend income for a given level of risk
The annualized percentage difference between a fund's actual returns and its expected performance given its level of market risk, as measured by beta.
The cash portion of the contract can be invested into mutual funds or other market related avenues, giving you the potential to accumulate more within the policy (assuming a level of risk, to do so).