Sentences with phrase «large exposure to equity»

The sector breakdown of the Bloomberg Barclays U.S. Convertibles: Cash Pay Bond Index currently has a large exposure to equity factors and sectors we are positive on, namely the momentum factor and technology, which comprise nearly half of the index (source: Bloomberg, as of 1/10/2018).

Not exact matches

Domestic stock funds offer exposure to the world's largest, most liquid equity market, and can give investors the ability to own stocks in some of the world's most successful companies.

Households» direct exposure to equity prices is relatively small, notwithstanding their large share of turnover.

Both funds launched in 2013 and offer a combination of large - cap equities paired with exposure to VIX futures.

I have devoted a large portion of my research to this effort, and I have found that it is quite possible to anticipate the onset of a recession and reduce equity exposure when the risk of recession is high.

iShares MSCI ACWI Low Carbon Target (CRBN): seeks to track the investment results of an index composed of large and mid-capitalization developed and emerging market equities with a lower carbon exposure than that of the broad market.

This is very important to me as an investor in European equities because current valuations do not appear to take into account any earnings improvements among those European companies that have large exposures within Europe.

Aramco is planning to sell shares at a moment when some of the world's largest equity investors are questioning their exposure to fossil fuels.

Historically over long periods of time, equity index funds vastly outperform bonds, so it's important to have a large exposure to them during most stages of your life.

If applying U.S. equities to get international exposure is a main goal, large - cap companies do the most global business.

This fund is a relatively new entrant to our preferred range of funds and is most suitable for those seeking large and mid-cap equity income exposure from the US that believes the economic expansion story has some way to go.

The strategy provides exposure to Sionna's large cap equity mandate and a concentrated portfolio of Canadian fixed - income securities issued by federal, provincial and municipal governments.

In a large RRSP, therefore, it may be significantly more cost - effective to hold US - listed ETFs for your foreign equity exposure.

Its 60 stocks make it ideal for large cap coverage and a cost - efficient way to achieve Canadian equity exposure.»

Now you need to see if a large - cap fund would be able to deliver the returns or should go for a multi-cap fund and reducing the equity exposure by 15 % YoY.

The resulting portfolio features exposure to both domestic and non-U.S. developed market equities; the portfolio primarily consists of large capitalization growth stocks.

Gain targeted exposure to U.S. large cap equity from high dividend yielding companies excluding the Financial sector

Provides broad exposure to developed equity markets in Europe, Australia, and the Far East by covering large, mid, and small companies across all sectors.

Compared to its peers, UTI Equity Fund has had a higher tilt to large caps, especially in the years 2014 - 15, though in the past months, the relative exposure has been reduced.

The largest equity exposures will be to Japan, Europe and Asia.

Provides broad exposure to the Canadian equity market by covering large, mid, and small companies across all sectors.

During June - July, our equity exposure moved down from 65 % -70 % stock (e.g., growth, value, large, small, foreign, etc.), down to 50 % (mostly large - cap domestic).

If your stock exposure has grown too large, wait until an equity fund you own is slated to be sold and then use the proceeds of sale to add to your bond positions to get back to your original target allocation.

Franklin has created its own quality - based indexes, such as the LibertyQ U.S. Large Cap Equity Index, which is composed of 246 U.S. mid and large cap companies that have favorable exposure to four investment style factors — quality, value, momentum, and low volatiLarge Cap Equity Index, which is composed of 246 U.S. mid and large cap companies that have favorable exposure to four investment style factors — quality, value, momentum, and low volatilarge cap companies that have favorable exposure to four investment style factors — quality, value, momentum, and low volatility.

The index has 100 % equity exposure and can be expected to move in the same direction as large cap stocks.

Small - cap funds are highly risky and volatile investment instruments as compared to large and mid-cap fund category due to their exposure to high performing equities.

This mutual fund tracks the Russell 1000 Comprehensive Factor Index, which is designed to capture exposure to large - cap U.S. equities using five factors: quality, value, momentum, low volatility and size.

Equity diversified funds usually have the highest allocation in banking and financial services anyway, but the banking exposure is largely limited to large banks.

: Our standard suggestion for average risk return profiled investor is to have 1 / 3rd of Equity exposure in Large Cap category (Birla Frontline Equity, ICICI Focused Bluechip), 1 / 3rd in to Multi Cap category (Franklin Prima Plus, Kotak Select Focus) & 1 / 3rd in Small & Mid-cap Space (HDFC Mid-cap Opportunities, Mirae Asset Emerging Bluechip), Rest we may need to customise based on specific needs.

The LibertyQ U.S. Large Cap Equity Index utilizes a multi-factor selection process that is designed to select equity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the longEquity Index utilizes a multi-factor selection process that is designed to select equity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the longequity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the long term.

For my US and International equity exposure in the past I owned a large number of dividend paying stocks, which has transitioned in the past 18 months to a select group of individual stocks and a larger allocation to VOO (S&P 500 ETF).

Over time, small - cap stocks have provided exposure to a segment of the equity market that has offered faster growth, good risk - adjusted returns, and relatively low correlation with larger - cap stocks and other asset classes.

However, with the large majority of these safe investments pay out roughly 2 % -4 %, many investors are keeping their exposure to equities disproportionately...

• Schwab Emerging Markets Equity ETFâ «cents * SCHE — 0.35 % Offers diversified exposure to large - and mid-cap companies in over 20 emerging markets.

Although foreign equities can be part of a diversification strategy, keep in mind that nearly half of the earnings of large U.S. companies comes from overseas, so you may already have exposure to foreign markets.4

The iShares MSCI ACWI Low Carbon Target ETF seeks to track the investment results of an index composed of large and mid-capitalization developed and emerging market equities with a lower carbon exposure than that of the broad market.

This results in having too much exposure to only one type of equity market, usually large - cap value and growth stocks (via S&P 500 ETFs).

Even if the sample investor retires at 65, she could have a retirement period of 25 years or more, meaning she'd need a large equity exposure to battle inflation.