Sentences with phrase «large cap biased»

An equal weighted index removes the large cap bias of a market cap weighted index (small caps make up a larger part of the fund) along with the flawed rebalancing rules (it buys low and sells high).

In general, for a fund with a large cap bias, a value above 70 is desirable.

Not exact matches

Both the GICS and ICB are biased toward large - cap stocks.

GURU also tends to have a large - cap bias (though smaller than IBLN), but it also holds its share of foreign stocks — including China's Baidu (BIDU) and Argentina's YPF (YPF)-- and smaller up - and - comers like internet radio pioneer Pandora Media (P).

Since the index is cap - weighted there is definitely a large - cap bias to it.

This is a selling point if you're specifically looking to avoid a large - cap bias.

If traditional indexes give too much weight to large or overvalued companies, equal - weight indexes are biased toward small - cap stocks, sometimes dramatically.

The fund can have termed «high risk» because unlike most ELSS funds that follow a multi-cap approach with a relatively safe large - cap bias, the large cap exposure in Reliance Tax Saver for the past two years has been 30 to 40 percent with a much higher concentration in small and mid-caps.

Otherwise your portfolio will have a bias toward large cap stocks that you might not want.

[Then there's the defensive investor who only invests in lumbering large caps... Or growth investors, who have their own biases & foibles — they could employ, in appropriate fashion, some / all of these stock selection filters too].

To keep things simple, we could put 10 % in Claymore Canadian Fundamental (CRQ), since this large - cap ETF has a value bias.

Here, historical results suggest a certain bias in favour of value stocks, both large and small cap.

The fund's investments are majorly biased towards large caps with a high growth aim.

The strategies in the «core» portion will typically have a strong bias towards an investor's goals and objectives, such as large and mid-cap index funds / ETFs and large / mid / small - cap growth companies if the aim is for growth.

I have always tilted from the large - cap bias of the Vanguard US Total Stock Market ETF (VTI) toward holdings with small - cap value using the Vanguard small - cap value ETF (VBR).