Sentences with phrase «indexes during periods of rising interest rates»

The first U.S. equity ETF specifically designed to outperform traditional U.S. large - cap indexes during periods of rising interest rates.

Not exact matches

By keying in on large - cap sectors and stocks that have shown a strong tendency to move up or down with interest rates, investors can potentially outperform traditional U.S. large - cap equity indexes during periods of rising rates.

Owning a bond mutual fund or index fund does not give you control over the buying and selling of bonds within the fund, so the annual yield of the fund can be negative (especially during a period of rising interest rates).

REITs have also outperformed broad equity indexes during many of these periods of rising interest rates.