Sentences with phrase «holdings than its benchmark»

The Ariel International (DM / EM) Composite differs from its benchmark, the MSCI ACWI (All Country World Index) ex-US Index, because: (i) the Composite has fewer holdings than the benchmark and (ii) the Composite will at times invest a portion of its assets in the U.S.

The Ariel Global Composite differs from its benchmark, the MSCI ACWI (All Country World Index) Index, because the Composite has fewer holdings than the benchmark.

Not exact matches

While Yellen had hinted recently that further rate hikes were imminent, the Fed chair announced last week that the benchmark rate would hold steady and that future increases would come more slowly than the Fed originally planned.

The Federal Reserve Board again held off raising its benchmark federal funds rate on Thursday, citing less than desirable economic circumstances.

There are other issues to settle, including the explosive lawsuit filed by Benchmark Capital — which owns more than 10 percent of the company and has a board seat held by Matt Cohler — against Kalanick, whom the venture firm helped oust and has been trying to restrain.

Active bond managers try to hold shorter maturities than their benchmark when rates are rising, and longer maturities when rates are falling.

Whether the contract's buyer receives or loses money is based on whether the benchmark price — determined by a 4 p.m. ET auction held by Gemini — is higher or lower than the price paid for the contract.

With 30 holdings, VNM is much broader than our segment benchmark, which has just 13 securities.

On July 23, 2014, we entered into an Amended and Restated Investors» Rights Agreement, or IRA, with certain holders of our common stock and the holders of our outstanding convertible preferred stock, including Yahoo!, Teradata, entities affiliated with Benchmark and Index Ventures and Hewlett - Packard Company, which each hold more than five percent of our outstanding capital stock.

«The one big thing that Bogle knows — and explains so well in this slender volume — is that buying and holding a broad benchmark of stocks while keeping fees to a minimum leads to higher long - term returns than constantly trading in a vain attempt to beat the market.

BBP is likely to tilt smaller than our neutral cap - weighted benchmark because the fund equal - weights its holdings, and it dips into micro-caps as well.

With valuations cheaper than they have been in over a decade, patient long - term investors may want to consider slowly building back benchmark buy - and - hold positions.

PEJ holds about 30 stocks, many more than the 10 or so in our narrow benchmark.

In other words, the market expects the stocks held by FSRFX to grow economic earnings for the same length of time as the S&P 500 and 1 year less than the stocks held by the benchmark.

Though less concentrated than our benchmark, around half of PBJ's portfolio is in its top ten holdings.

Because XLP pulls its stocks from the S&P 500 rather than the broad market, it holds far fewer names than our benchmark, producing somewhat - concentrated exposure.

Despite its broader scope, KOL's portfolio holds fewer securities than our benchmark, and these omissions lead to very different geographical exposure.

With buy - and - hold as a benchmark, they consider three types of rebalancing rules: (1) strict periodic rebalancing to target weights; (2) threshold rebalancing, meaning periodic rebalancing to target weights if out - of - balance by 3 % or more; and, (3) range rebalancing, meaning periodic rebalancing to plus (minus) 3 % of target weights if above (below) target weights by more than 3 %.

That means students and teachers will not be held to the stricter standards of Common Core, under which instructors face more stringent accountability and risk termination for under - performing pupils who do not reach specific academic benchmarks set by the program, for an additional five years later than originally expected.

The Sero 7 LT more than held its own in our benchmark tests.

With valuations cheaper than they have been in over a decade, patient long - term investors may want to consider slowly building back benchmark buy - and - hold positions.

An extremely overdiversified active fund manager is called a closet indexer: he or she holds a portfolio that closely resembles the benchmark, while charging fees that can be 20 times higher than an index fund.

The data presented above shows that when equity funds were divided into quartiles based on their average holding period, a much higher percentage of funds with longer holding periods outperformed the benchmark over the full period than did funds in any of the other quartiles.

A broader selection of higher quality stocks are also holding up better than the market benchmarks.

Although these average returns may not accurately represent the holdings in VTSMX or your replicated portfolio and the average returns statistics for each market cap may represent slightly different holdings than those of the Vanguard funds, these nuances don't pose a problem in this example because I'm using the same benchmark to estimate the returns on VTSMX and the replicated portfolio.

The Vanguard STAR fund benchmark was also up 1.4 % in November matching our Aggressive portfolio exactly, however, in down markets we're generally falling less than this total portfolio fund, mostly because of our short positions and longer - duration bond holdings.

Suppose you hold a fund invested in an asset class that has done poorly even though the manager has fared better than the benchmark.

They also can boost yields by holding more corporate bonds than government - bond - heavy benchmarks like the FTSE Canada TMX Universe Index.

Our research on the Fundamental Index ® concept, as applied to bonds, underscores the widely held view in the bond community that we should not choose to own more of any security just because there's more of it available to us.10 Figure 9 plots four different Fundamental Index portfolios (weighted on sales, profits, assets and dividends) in investment - grade bonds (green), high - yield bonds (blue) and emerging markets sovereign debt (yellow).11 Most of these have lower volatility and higher return than the cap - weighted benchmark (marked with a red dot).

The game has become a benchmark for the post-apocalyptic theme setting and has a story that holds up more than 25 years since its release.

Yaghi's group and Jeffrey Long's group at UC Berkeley both recently created MOFs that can hold up to 7.5 % of their weight in hydrogen, better than a benchmark for hydrogen storage set by the U.S. Department of Energy.

If these benchmark performance characteristics hold true in real world use cases than to beat the Apple's A11 Chip other players must buckle up.