Sentences with phrase «larger cap names»

By adding the Stalwarts funds as dedicated vehicles for larger cap names (the firm already owns over 100 stocks in the over $ 1.5 billion category), they're able to provide continuing access to their investors without compromising the hard limits on the micro - and nano - cap products.

Takeaways: (1) The fund will focus on larger cap names both because they offer substantial liquidity and they have the lowest degree of «existential risk.»

They're willing «to dabble» in larger cap names, but it's not their core.

This is a sneak peak at all the large cap names that we are currently evaluating for possible additions to our «Best Dividend Stocks» list.

Dividend growth investors won't be surprised to find large cap names like Johnson & Johnson -LSB-...]

Sure, companies like Target (TGT) and Home Depot (HD) may derive all of their revenue and profits in the United States and Canada, but most large cap names derive a significant portion of income overseas.

This is a sneak peak at all the large cap names that we are currently evaluating for possible additions to our «Best Dividend Stocks» list.

Not exact matches

Large - cap tech names posted strong quarterly results this earnings season, and Intel Corporation (NASDAQ: INTC) was no exception.

Unfortunately, there aren't enough names with that large of a market cap and when two of them are bigger than the rest of the sector combined, funds are forced to add smaller companies to the mix, along with the challenges they can bring like higher volatility, wider spreads and more uncertainty over earnings.

If you own some of the large - cap, high priced tech stocks that have dominated, consider branching out to smaller and more value - priced names.

Specifically, Defendants made false and / or misleading statements and / or failed to disclose that: (i) the Company was engaged in predatory lending practices that saddled subprime borrowers and / or those with poor or limited credit histories with high - interest rate debt that they could not repay; (ii) many of the Company's customers were using Qudian - provided loans to repay their existing loans, thereby inflating the Company's revenues and active borrower numbers and increasing the likelihood of defaults; (iii) the Company was providing online loans to college students despite a governmental ban on the practice; (iv) the Company was engaged overly aggressive and improper collection practices; (v) the Company had understated the number of its non-performing loans in the Registration Statement and Prospectus; (vi) because of the Company's improper lending, underwriting and collection practices it was subject to a heightened risk of adverse actions by Chinese regulators; (vii) the Company's largest sales platform and strategic partner, Alipay, and Ant Financial, could unilaterally cap the APR for loans provided by Qudian; (viii) the Company had failed to implement necessary safeguards to protect customer data; (ix) data for nearly one million Company customers had been leaked for sale to the black market, including names, addresses, phone numbers, loan information, accounts and, in some cases, passwords to CHIS, the state - backed higher - education qualification verification institution in China, subjecting the Company to undisclosed risks of penalties and financial and reputational harm; and (x) as a result of the foregoing, Qudian's public statements were materially false and misleading at all relevant times.

Meanwhile, on the earnings front, after we heard from some big financial names last week, the next four days will bring even more reports, with the focus on the large - cap sector and some key corporations, such as Verizon (VZ - Free Verizon Stock Report).

The XAU is the Philadelphia Gold Index, which includes major gold producers, but is heavily weighted towards the larger cap North American names (Barrick, Freeport, Goldcorp, and Newmont represent 60 % of the index).

This dangerous tendency is referred to as «trickle down,» where one takes a premature profit on a large - cap name and realizing the error, replaces it with a mid-cap that also gets turfed too early, being again replaced with a small - cap, and so on and so forth until you wake up one morning and realize that your entire net worth has wound up in the hands of 10 or 15 masterful Vancouver promoters.

As we all know, the market has seen an «accelerated widening» between large caps and small caps and between low quality and high quality names.

Turning to equities, he feels a shift from small cap names into high quality large caps is advisable.

The argument for these strategies is that weighting by market cap is not the smartest investment solution out there: the top quintile of the S&P 500 by market cap underperforms the average stock by -0.65 % annualized1, and market cap weighting allocates 65 % of the benchmark to those largest names.

The small - cap universe doesn't hold the appeal it did in the wake of last year's presidential election, and large - cap growth names have resumed leadership of the market.

With value stocks trailing the market badly so far this year and large - cap growth names leading the way, our best performers have been strategies focused on momentum and models with significant holdings in International stocks.

Energy related names and retailers, many which trade at below market multiples, have trailed, and large cap technology names have led.

On the wall next to Flanagan's desk is a large map of New York State, with push pins attached to Post-Its, on which he jots the names and locations of other Tea Party groups, some of which he coordinated with during the fight for the tax - cap.

Since, as its name suggests, the fund pursues a growth strategy, it may not be appropriate to compare its returns to those of a large - cap blend index.

Bottom line: Adequate diversification can be achieved by investing in quality, large - cap names from different industries without having to buy a large number of different stocks.

Broad market indices like VTI are cap - weighted indices concentrated in mega-cap and large - cap names.

To view the top 10 holdings of a Fund, please click the Fund name: Cornerstone Growth, Focus, Cornerstone Mid Cap 30, Cornerstone Large Growth, Cornerstone Value, Total Return, Equity and Income, Balanced, Gas Utility, Small Cap Financial, Large Cap Financial, Technology, Japan, Japan Small Cap.

By the way, I asked Heiserman about the tendency for some large - cap blue chips — names like Procter & Gamble, IBM, and Altria — to have a high intangible assets ratio and negative tangible book value.

One problem for investors is that the big name indexes like the S&P 500 only track large cap stocks.

Other low volatility ETFs invest in large cap stocks, with the PowerShares Exchange - Traded Fund Trust II (SPLV) investing in the least volatile S&P 500 names.

Conversely, by investing in an ETF that seeks to replicate the S&P 500 Index, which represents 500 of the largest companies in the U.S., the investor's return potential is now tied to, or diversified across, a basket of U.S. large - cap names.

Can you name some specific funds equity diversified fund and one large cap fund?

Please suggest me the names of the fund where in which I invest 5k for 25 years (preferably one large cap & 2 mid caps).

As the name suggests, this gives the middle ground of the fund's equity investments, letting investors know if the fund primarily invests in large -, mid - or small - cap stocks.

Volatility has been increasing particularly in large - cap names and technology companies now account for about 25 % of the S&P 500 Index.

BPV Capital Management partners with AJO and SEI to launch large cap value CIT; Prudential Investment Management announces name change.

The FAM Value Fund primarily holds mid-cap companies but does have some large - and small - cap names.

ProShares also announced that it is changing the ETF's name to ProShares Large Cap Core Plus from ProShares Credit Suisse 130/30 to better reflect its role in the large cap portion of a portfLarge Cap Core Plus from ProShares Credit Suisse 130/30 to better reflect its role in the large cap portion of a portfolCap Core Plus from ProShares Credit Suisse 130/30 to better reflect its role in the large cap portion of a portflarge cap portion of a portfolcap portion of a portfolio.

You can not buy an investment on the name alone (e.g., Pacific, large cap, international, etc.).

The Vanguard Dividend Appreciation ETF illustrates something that every investor should pay attention to: Some large - cap funds that include «dividend» in their name may deliver quite modest yields.

The fund is also capitalization weighted, meaning that it will favor large cap stocks and give less attention to small cap names.

In 1994, Greg was named Manager of the Chase Vista Large Cap Equity Fund.

If you are talking about the real broad market such as the TSX, I agree that dropping the small cap names might affect performance as small caps have historically provided better returns than large caps.

This performance was primarily led by our overweight exposure in many mid-cap names, while our avoidance or underweight position in large - cap names also contributed.

But this index is made up of one asset class — large - cap U.S. stocks including all the big, familiar names.

Effective February 28, 2015, Stone Ridge U.S. Variance Risk Premium Fund (VRLIX) will change its name to Stone Ridge U.S. Large Cap Variance Risk Premium Fund.

Value fund Focused fund Large and Mid cap These names are synonym of Multi-cap fund, So AMCs are using this list of category to avoid merger of the schemes.

For example, most of the time, American Growth Fund holds around half of the types of securities that its name leads one to believe it holds (large - cap growth).

He pitched names to the large - cap core, large - cap growth, mid-cap core, small - cap value, and convertible bond teams, which managed a combined $ 20 billion.

The character named Powhida entered the street - level Chelsea gallery in a classic car that drove through the front window — which retracted — of the gallery up to a large sheet of paper with his name written in ALL CAPS in what looked like Helvetica.

Sarah Ortmeyer's large - scale installation Internationalismus — a plenitude of baseball caps with the names of Donald Duck's nephews in all languages — makes sure this is a booth you can't miss.

As the name suggests, large cap mutual fund schemes allows investors to invest in large stocks such as that of large companies or stocks with large capitalisations.