Sentences with phrase «investments in a particular index»

If you do it with an indexed mutual fund, you'll buy units of a mutual fund that holds all, or almost all, of the investments in a particular index.

Not exact matches

If you've been sitting on the sidelines of emerging markets and are ready to get back in, Jurrien Timmer, director of global macro for Fidelity Investments in Boston, recommends buying particular stocks and geographically targeted funds rather than a broad index or exchange - traded fund spanning the entire developing world.

«The key to asset location is to place the most tax efficient assets into taxable investment accounts and the most tax inefficient assets into the tax - deferred / Roth accounts, said Ben Westerman, senior vice president at HM Capital Management, in St. Louis, Mo. «Index funds (in particular the S&P 500 Index) are the most tax efficient investment vehicles,» Westerman said.

Investments in commodities may be affected by changes in overall market movements, commodity index volatility, changes in interest rates or factors affecting a particular industry or commodity.

-LSB-...] Thanks for visiting!As you might expect, most of my personal investments are safely tucked away in index funds, those mutual funds designed to track the performance of a particular stock market index.

When investing in index funds, your investments are pooled into the companies that make up a particular index, such as the S&P 500.

You are still end up with shares in many different investments at once, but the performance of the fund overall tracks a particular index.

Hypothetical illustrations are not exact representations of any particular investment, as you can not invest directly in an index or fund - group average.

The performance of an index is not a representation of any particular investment and an index can not be invested in directly.

Many investors even invest in investments that track one or more stock indexes in an effort to reduce their risk and / or assure themselves of a particular level of return (though there are no guarantees).

Innovation in ETFs The main objective of passive investments is to mirror the return of a particular index, like the S&P 500.

Furthermore, and I should say providing some type of an investment exposure to those advisors, whether it's an index in particular or a market strategy.

In particular, the podcasts on «How Index Funds Can Work for You» and «Why Investment Costs Matter» are especially good.

Methodology — The investment approach utilized by a particular fund plays a key role in shaping its tax - efficiency; for the most part, index - based funds are more efficient than their actively - managed counterparts.

The performance of an index in not an exact representation of any particular investment, as you can not invest directly in an index.

The fund has a policy to invest, under normal circumstances, at least 80 % of its assets (net assets, plus the amount of any borrowings for investment purposes) in underlying funds that are managed to seek investment returns that track particular market indices.

Some Funds will concentrate investment in issuers of one or more particular industries to the same extent that the underlying index is so concentrated.