Sentences with phrase «higher equity weight»

Unsurprisingly, series that had higher equity weightings typically trailed the more conservative offerings in 2008.»

This already high equity weighting of most Canadian pension plans make it difficult to cut back their Canadian fixed income exposure.

Not exact matches

Fill the bulk of your portfolio with a combination of high - rated bonds (weighted toward corporate, rather than government, debt) and high - quality, dividend - paying equities, and you likely won't take a hit.

If the same person instead invested a little less each year (6 % of his income) in a portfolio weighted 80 % to higher - returning equities and 20 % to bonds, he would only have $ 469,000 at retirement.

It intends to give investors higher returns by eschewing market capitalization weightings in and across equity asset classes.

While higher weightings toward equities didn't make much sense for retirement in the past, it now makes more sense than what used to be conservative, such as a higher bond allocation.

Latin America Equity Fund allocations to Brazil and Mexico, which hit their highest level since mid-3Q13 and lowest since 4Q13, respectively, coming in March, rolled over during the final month of the first quarter with the latter seeing a small gain in its average weighting.

Assuming this to be the case, investors may want to consider both a moderately lower equity weighting as well as a higher weight to quality stocks, i.e. those with high return on equity, earnings consistency and low leverage.

Germany experienced the largest percentage loss, followed by Switzerland and Spain, but the negative contribution of the U.S. to the total loss was the greatest, due to the Fund's much higher weighting in U.S. equities.

I also think there are things you can do to solve for equity (significantly weighting vouchers for at - risk students), that will lead to higher performing private schools enrolling hard to serve kids.

WestEd Policy Forum on Increasing Equity Through High - Quality Charter Schools (Elsa Duré) National and state leaders discussed how high - quality charter schools can increase educational equity, including policy strategies such as unified enrollment systems, weighted lotteries, comprehensive transportation access, district - charter collaborations and school segregEquity Through High - Quality Charter Schools (Elsa Duré) National and state leaders discussed how high - quality charter schools can increase educational equity, including policy strategies such as unified enrollment systems, weighted lotteries, comprehensive transportation access, district - charter collaborations and school segregatHigh - Quality Charter Schools (Elsa Duré) National and state leaders discussed how high - quality charter schools can increase educational equity, including policy strategies such as unified enrollment systems, weighted lotteries, comprehensive transportation access, district - charter collaborations and school segregathigh - quality charter schools can increase educational equity, including policy strategies such as unified enrollment systems, weighted lotteries, comprehensive transportation access, district - charter collaborations and school segregequity, including policy strategies such as unified enrollment systems, weighted lotteries, comprehensive transportation access, district - charter collaborations and school segregation.

Assuming this to be the case, investors may want to consider both a moderately lower equity weighting as well as a higher weight to quality stocks, i.e. those with high return on equity, earnings consistency and low leverage.

Smart beta products provide exposure to equity markets by investing in diversified baskets of securities that assign higher weights to stocks that have desirable characteristics.

The high weight in financials helps explain the employment gains from 1976 to 1987, as financial companies benefited from falling interest rates, rising equity markets, and expanding product offerings.

This page provides the percentage weights of high - cyclical sectors for all Total Dividend Equity Funds.

Another factor playing a role in near term relative return comparisons, particularly with respect to our Value Fund and our Worldwide High Dividend Yield Value Fund, is the continued strong performance of US equities, which today constitute nearly 60 % of the total weight of the MSCI World Index.

A paper titled Country and Sector Drive Low - Volatility Investing in Global Equity Markets finds that a portfolio of low - risk stocks formed from the cap - weighted MSCI World Index has a return that is higher than that of the index itself.

Researchers have found that equity indices constructed randomly by «monkeys» would produce higher risk - adjusted returns than an equivalent market capitalisation - weighted index over the last 40 years.

This method, available at the Research Affiliates Asset Allocation website, indicates a 10 - year real return for capitalization - weighted EM equities of 7.5 % a year — and was as high as 9.0 % a year in January!

The 1,000 equities with the highest fundamental strength are weighted by their fundamental scores.

Like the Nationwide Maximum Diversification U.S. Core Equity ETF (MXDU) launched last year, the Nationwide Maximum Diversification Emerging Markets Core Equity ETF (MXDE) seeks to deliver higher risk - adjusted returns relative to market cap - weighted strategies by creating a more diversified risk allocation aimed at capturing the full equity risk prEquity ETF (MXDU) launched last year, the Nationwide Maximum Diversification Emerging Markets Core Equity ETF (MXDE) seeks to deliver higher risk - adjusted returns relative to market cap - weighted strategies by creating a more diversified risk allocation aimed at capturing the full equity risk prEquity ETF (MXDE) seeks to deliver higher risk - adjusted returns relative to market cap - weighted strategies by creating a more diversified risk allocation aimed at capturing the full equity risk prequity risk premium.

This portfolio has the highest weighting in equities, specifically international equities.

Our stylized portfolios that blend six factors (volatility, value, quality, size, momentum, and dividend yield) with four different strategies (marginal risk contribution, minimum variance, Sharpe - ratio weighted, and equity weighted) demonstrated higher risk - adjusted returns than the S&P 500 ®, with a lower tracking error than most single - factor strategies (see Exhibit 1).

Yes, the economics profession says the equity premium is higher, but they use a wrong metric; they should use dollar - weighted returns, not time - weighted returns.

This page provides the percentage weights of high - cyclical sectors for all Financials Equity Funds.

An equal - weighted portfolio of the five inflation - hedging asset classes provides higher real yields than a traditional portfolio of domestic equities and core bonds.

And unlike the newly launched iShares U.S. High Dividend Equity (XHD), it's equal - weighted, which means it's not dominated by a small number of large companies.

In the three equity fund categories — Indian Equity Large - Cap, Indian ELSS, and Indian Equity Mid - / Small - Cap — the asset - weighted average fund returns were higher than their respective equal - weighted average fund returns over the 10 - year hoequity fund categories — Indian Equity Large - Cap, Indian ELSS, and Indian Equity Mid - / Small - Cap — the asset - weighted average fund returns were higher than their respective equal - weighted average fund returns over the 10 - year hoEquity Large - Cap, Indian ELSS, and Indian Equity Mid - / Small - Cap — the asset - weighted average fund returns were higher than their respective equal - weighted average fund returns over the 10 - year hoEquity Mid - / Small - Cap — the asset - weighted average fund returns were higher than their respective equal - weighted average fund returns over the 10 - year horizon.

This page provides the percentage weights of high - cyclical sectors for all Water Equity Funds.

In the case of the actively managed equity mutual funds, all the fund categories have higher five - year asset - weighted returns than their respective benchmarks.

Executive Summary This article was published in 2011 in response to the growing popularity of passive equity investing strategies claiming to offer higher risk - adjusted performance than traditional market - cap - weighted indices.

This page provides the percentage weights of high - cyclical sectors for all Small Cap Growth Equity Funds.

This backtest of the total debt to equity ratio reveals that the third, fourth and fifth quintiles (the quintiles with the highest debt to equity ratios) outperform the S&P 500 Equal Weight Index benchmark.

This page provides the percentage weights of high - cyclical sectors for all Europe Equity Funds.

Notes: U.S. stocks represented by Dow Jones U.S. Total Stock Market Index through April 2005, MSCI US Broad Market Index through June 2013 and CRSP US Total Market Index thereafter; emerging markets stocks are represented by MSCI Emerging Markets Index; REITs by FTSE NAREIT Equity REIT Index; dividend stocks by Dow Jones U.S. Select Dividend Index; commodities by S&P GSCI Commodity Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond Inhigh yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond InHigh Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond Index.