Sentences with phrase «known benchmark indexes»

Not exact matches

Many borrowers don't know the benchmark rates that variable - rate student loans are typically indexed to.

The NASDAQ - 100 Index, often known simply as the NASDAQ, is one of the best known benchmarks in the world.

So, as the ethics committee report explains, Nestlé weakened these policies in 2010 prior to being admitted to the index, knowing these would be the benchmark.

A floating interest rate has two parts: one is a fixed rate known as the spread and the other is a variable rate based on the benchmark interest rate index.

The only justifiable reason I know of to buy a high - cost mutual fund is that your 401 (k) or 403 (b) plan doesn't offer any low - cost index funds, in which case I would look for the lowest - cost funds that most closely track their benchmark indices.

The ideal index fund would deliver the precise return of its benchmark, but we all know that's not realistic.

Our average fees are high and many actively managed mutual funds are no more than expensive index funds that replicate their benchmarks, less a 2.5 % fee.

Index Fund: A type of investment fund that is designed to trade the components of some underlying index, known as the benchIndex Fund: A type of investment fund that is designed to trade the components of some underlying index, known as the benchindex, known as the benchmark.

That's why the indexes are known as benchmarks.

Some well - known benchmarks are the Dow Jones Industrial Average and the S&P 500 Index.

In the olden days, index funds all tracked well - known third - party benchmarks, many of which had been around for decades.

The iShares Jantzi Social Index Fund (XEN), launched in 2007, tracks the best - known SRI benchmark in Canada.

Along with the DJIA, the Standard & Poor's 500 is one of the world's best known indexes, and is the most commonly used benchmark for the stock market.

European active fund managers are no doubt apprehensively looking to see how their industry is competing with the performance of their respective S&P DJI benchmark indices.

These track well - known benchmarks, such as the S&P 500, the Dow industrials, the MSCI EAFE index (stocks in developed foreign markets), the Russell 2000 index (small - company stocks) and Barclays Capital Aggregate Bond index (high - quality U.S. bonds).

As all index investors know, even if your fund manager can beat the benchmark by 1 % every year before costs (a rare feat, to be sure), he's not adding value if he's subtracting a 2 % fee and leaving you with below - market returns.

The problem with that is you won't know when a mutual fund stopped performing, because you don't have the mutual fund screening software needed to compare it to its peers or its benchmark index, or know how to use it if you did.

You can use the actual returns of the 22 benchmark indices shown on the table of mutual fund returns if you don't know what to input here.

60/40 benchmark is 42 % Spliced Total Stock Market Index (Dow Jones U.S. Total Stock Market Index (formerly known as the Dow Jones Wilshire 5000 Index) through April 22, 2005; MSCI US Broad Market Index through June 2, 2013; and CRSP US Total Market Index thereafter); 18 % Spliced Total International Stock Index (Total International Composite Index through August 31, 2006; MSCI EAFE + Emerging Markets Index through December 15, 2010; MSCI ACWI ex USA IMI Index through June 2, 2013; and FTSE Global All Cap ex US Index thereafter); 40 % Spliced Bloomberg Barclay's US Aggregate Float Adjusted Bond Index (Bloomberg Barclays U.S. Aggregate Bond Index through December 31, 2009; Bloomberg Barclays U.S. Aggregate Float Adjusted Index thereafter) through May, 2013; thereafter, fixed income portion is 28 % Spliced Bloomberg Barclay's U.S. Aggregate Bond Index, 12 % Bloomberg Barclays Global Aggregate ex-USD Float Adjusted RIC Capped Index Hedged; after December 2014 equity portion of the benchmark is 36 % Spliced Total Stock Market Index, 24 % Spliced Total International Stock Index.

The Home Performance Index is aiming to do just that, gathering and sharing the data on best practice for a full range of indicators from airtightness to lesser known benchmarks on waste management, sustainable procurement, ecology, water, and embodied carbon.