Sentences with phrase «include small cap equities»

Not exact matches

The investments are subject to the volatility of the financial markets, including that of equity and fixed income investments in the U.S. and abroad, and may be subject to risks associated with investing in high - yield, small - cap, and foreign securities.

Prior to this role Stuart was a Portfolio Manager in the Global Active Quantitative Equity Team where his responsibilities included management of the global and international small cap strategies, coordination with the European team across all group strategies as well as research within the team.

Our portfolio values both balance and flexibility and includes a global mix of large -, mid -, and small - cap equities, hedge funds, venture capital and alternative investments.

The portfolio includes four equity index funds including a total US stock fund, a small cap US stock fund, a Europe, Asia, and Far East developed markets fund, and an emerging markets fund.

Yet strong equity returns globally, including Japanese small caps, suggest our reflation theme is intact.

Yet strong equity returns globally, including Japanese small caps, suggest our reflation theme is intact.

The RealBeta ™ of the portfolio was slightly lower than one because Alpholio ™ uses a broad - based equity ETF, which includes mid - and small - cap stocks, as a proxy for the equity market.

Russell 2500 Index: The Russell 2500 is a market cap weighted index that includes the smallest 2,500 companies covered in the Russell 3000 universe of United States - based listed equities.

A well - known Canadian proponent of concentrated portfolios is Steadyhand: their Small - Cap Equity Fund, for example, includes just 17 stocks.

That portfolio could include a great value style global mutual fund such as DFA Global Equity Portfolio F (MER 0.55 %), a great dividend mutual fund such as Purpose Core Dividend Fund (MER 0.55 %), a great global bond fund such as PIMCO Income Fund Class D (MER: 0.79 %), a great global small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.9small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.95 cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.9Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.95 Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.95 cap fund such as EdgePoint Global Portfolio Series F (MER 0.95 %).

The following table includes sortable dividend information on all ETFs in the Small Cap Growth Equities ETFdb.com Category, including yield, dividend date, and beta.

The following table displays sortable expense ratio and commission free trading information for all ETFs currently included in the Small Cap Growth Equities ETFdb.com Category.

The following table displays sortable historical return data for all ETFs currently included in the Small Cap Growth Equities ETFdb.com Category.

The following table displays sortable tax data for all ETFs currently included in the Small Cap Growth Equities ETFdb.com Category.

The following table includes ETFdb Ratings for all ETFs in the Small Cap Growth Equities.

Listed in order of assets under management and including Lipper categorization, the Funds are: Parnassus Equity Income Fund (Equity Income), Parnassus Fund (Multi-Cap Core), Parnassus Small - Cap (Small - Cap Value), Parnassus Workplace Fund (Multi-Cap Core), Parnassus Mid-Cap Fund (Multi-Cap Core).

Given equities are better than futures for inflation protection, after the roll yield is included, and that small - caps and mid-caps have done best with accelerating growth, the falling dollar and rising inflation, perhaps the strategy might be to underweight large caps.

The investments are subject to the volatility of the financial markets, including that of equity and fixed income investments in the U.S. and abroad, and may be subject to risks associated with investing in high - yield, small - cap, and foreign securities.

The Fund may invest in equity securities of companies of any size capitalization, including micro-cap, small - cap and mid-cap companies.

Craig's journey includes serving on the investment team as an equity analyst, then as co-manager for the Small Cap Value strategy.

Brian: If it were me, I'd probably use all three of the international ETFs, as the «International Equity» ETF doesn't include emerging markets or small - caps at all.

Equity fund sample includes the Morningstar historical categories: Diversified Emerging Markets, Europe Stock, Foreign Large Blend, Foreign Large Growth, Foreign Large Value, Foreign Small / Mid Blend, Foreign Small / Mid Growth, Foreign Small / Mid Value, Japan Stock, Large Blend, Large Growth, Large Value, Mid - Cap Blend, Mid-Cap Value, Miscellaneous Region, Pacific ex-Japan Stock, Small Blend, Small Growth, Small Value, and World Stock.

Growth assets could include real estate investment trusts (5 %), Canadian equities (large cap 8 %, small cap 4 %), US equities (10 % large, 8 % mid and small) plus international stocks (10 % large cap, 8 % emerging and small cap).

Lydon said the index SMDV tracks «includes quality, dividend - growing companies that have delivered higher return on equity compared to other small - caps... without sacrificing earnings per share growth.»

>> 0 to 20 % - > Other Equity related instruments (this bucket includes, Other equities could include mid and small cap stocks.

The investment objective of this fund is to generate long - term capital appreciation from a diversified portfolio of predominantly equity and equity - related securities, including equity derivatives, in the Indian markets with the key theme focus being emerging companies (small cap stocks).

The foreign equity exposure in the ETF portfolio comes from Vanguard's VXC, which tracks US and international markets, including large, mid and small - cap companies.

San Mateo, CA, May 1, 2017 — Franklin Templeton Investments today announced the addition of three new strategic beta ETFs to its Franklin LibertyShares ™ lineup — Franklin LibertyQ U.S. Equity ETF (FLQL), Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM) and Franklin LibertyQ U.S. Small Cap Equity ETF (FLQS)-- expanding its LibertyQ strategic beta ETF suite to now include U.S. equity - focused proEquity ETF (FLQL), Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM) and Franklin LibertyQ U.S. Small Cap Equity ETF (FLQS)-- expanding its LibertyQ strategic beta ETF suite to now include U.S. equity - focused proEquity ETF (FLQM) and Franklin LibertyQ U.S. Small Cap Equity ETF (FLQS)-- expanding its LibertyQ strategic beta ETF suite to now include U.S. equity - focused proEquity ETF (FLQS)-- expanding its LibertyQ strategic beta ETF suite to now include U.S. equity - focused proequity - focused products.

The Russell 2500 is a market cap - weighted index that includes the smallest 2,500 companies covered in the Russell 3000 universe of United States - based listed equities.

In this table you will find short term historical return data, including total YTD return and 1 - year returns on all Small Cap Growth Equity Funds.

This page includes relevant net income ratio and capital gain distribution information on all Small - Cap Equity Funds.

This table includes fees that are not considered operational for all Small - Cap Equity Funds, including sales, trading and turnover fees.

They are subject to the volatility of the financial markets, including equity and fixed income investments in the U.S. and abroad and may be subject to risks associated with investing in high yield, small cap and, commodity - related, foreign securities.

In this table you will find short term historical return data, including total YTD return and 1 - year returns on all Small - Cap Equity Funds.

The style classes include domestic large - cap equity, domestic small - cap equity, and international equity.