Sentences with phrase «general stock market funds»

Not exact matches

After tracking cash flow in and out of mutual funds to measure investor sentiment, the research found that in response to hype, general market enthusiasm or a mass exodus, «retail investors direct their money to funds which invest in stocks that have low future returns.

Against the average investor return of just 2.6 % annually over the ten years through 2013, I would be happy with the dividend fund if it just made the same return as the general stock market.

Though index funds tend to be the best all - weather stock investments, you can diversify your stock position by spreading your money across various sectors, each of which having the potential to outperform the general market at different times.

Similarly, I expect that in the event of a general bull market in stocks, the fund will not shine so brightly in terms of relative performance., The math of investing would favour the fund, however, over several bull and bear market cycles because, on a percentage basis, lost dollars are simply harder to replace than gained dollars are to lose.

The writer who is hired for this position should have at least five years of experience writing about investments, including general market conditions and forecasts as well as specific stocks, bonds, mutual funds and exchange - traded funds, for magazines, newspapers, wire services or Web sites.

Though for those who start fund, at some point or another they'll probably be faced with investors wanting to know their view on the economy and the stock market in general.

Consider these risks before investing: The value of stocks in the fund's portfolio may fall or fail to rise over extended periods of time for a variety of reasons, including general financial market conditions and factors related to a specific issuer, industry or sector.

Apart from general market risk, security risk, the lack of liquidity at times and higher volatility associated with mid caps stocks could affect the fund and its performance.

The portfolio of such funds is made up of companies that are supposed to grow at a faster rate than the general stock market.

Morningstar is a Chicago - based investment research firm that compiles and analyzes fund, stock and general market data.

The investment manager expects to hold an unhedged, fully - invested position in common stocks in environments where the expected return from market risk is believed to be high, and may reduce or «hedge» the exposure of the Fund's stock portfolio to the impact of general market fluctuations in environments where the expected return from market risk is believed to be unfavorable.

The investment manager expects to intentionally «leverage» or increase the stock market exposure of the Fund in environments where the expected return from market risk is believed to be high, and may reduce or «hedge» the exposure of the Fund's stock portfolio to the impact of general market fluctuations in environments where the expected return from market risk is believed to be unfavorable.

When market conditions are unfavorable in the view of Hussman Strategic Advisors, Inc., the Fund's investment manager, the Fund may use swaps, index options and index futures, or effect short sales of exchange traded funds («ETFs»), to reduce the exposure of the Fund's stock portfolio to the impact of general market fluctuations or to market fluctuations within a specific country or geographic region.

For example, an adverse event, such as an unfavorable earnings report, may depress the value of equity securities of an issuer held by the Fund; the price of common stock of an issuer may be particularly sensitive to general movements in the stock market; or a drop in the stock market may depress the price of most or all of the common stocks and other equity securities held by the Fund.

The Funds are subject to stock market risk, meaning stocks in a Fund may fluctuate in response to developments at individual companies or due to general market and economic conditions.

Hedge funds originally got their name because they acted as a hedge to the general equity stock market.

Mutual funds in general have lower returns than individual stocks but because they are diversified among many different stocks they also tend to lose less in market downturns.

The principal risks of investing in the Funds are: stock market risk (stocks fluctuate in response to the activities of individual companies and to general stock market and economic conditions), stock selection risk (Fenimore utilizes a value approach to stock selection and there is risk that the stocks selected may not realize their intrinsic value, or their price may go down over time), and small - cap risk (prices of small - cap companies can fluctuate more than the stocks of larger companies and may not correspond to changes in the stock market in general).

Morningstar makes no representation or warranty, express or implied, to the owners of shares of the Fund or any member of the public regarding the advisability of investing in securities generally or in the Fund particularly or the ability of the Morningstar Emerging Markets Corporate Bond Index (the «Index») to track general stock market performance.

Fund categories are listed in the worksheet, and general entries are made for money market, bond, and stock funds.

It pursues this objective by investing primarily in common stocks and using hedging strategies to vary the exposure of the Fund to general market fluctuations.

However, the Attorney General's investigation showed that the plan relied on optimistic assumptions to achieve that long - term solvency projection, including an assumption that the school could safely invest $ 35 million in borrowed funds in the stock market and profit by making returns in excess of the loan's interest rate.