Sentences with phrase «lower returns to investors»

In summary, 109 of the 111 comparisons in these four studies indicated that higher average expenses meant lower returns to investors.

Operating expenses are taken out of the fund itself and therefore lower the return to the investors.

For example, Jonathan Clements used Morningstar data that grouped bonds into five categories: government backed mortgage, corporate, U.S. Treasury, general municipal, and high - yield bonds.2 Clements found that in 28 out of 30 comparisons higher expenses meant lower returns to the investor.

Not exact matches

Ellis «conservatively» projects annualized returns in the low - to - mid teens for his investors.

LONDON, April 20 - British emerging markets - focused hedge fund Onslow Capital Management has closed after a long period of low volatility hit returns and assets fell below a sustainable level, it said in a letter to investors.

In other words, because investors can not generate a sufficient return from low - yielding bonds, they turn to stocks as their only alternative.

What that means is that you are in an environment that is going to have further trouble in terms of investment returns that are in areas that are based on economic growth and areas that do relatively well like bonds... Broadly speaking, I think that investors should be looking for lower prices on most risk assets in these developed countries with the exception of Japan.»

Smart investors try to boost true return by using low - cost investments and tax - loss harvesting to minimize taxes.

Bogle advises investors to plan for the future on the assumption that returns will be much lower than they have been in the past.

Lance was not alone among the oil CEOs looking to attract investors back to the spurned sector, with Royal Dutch Shell CEO Ben van Beurden saying Shell and the industry are working to achieve better shareholder returns through strong free cash flow and lower debt.

Fixed - income investors should be realistic in expecting this to be a year of relatively low returns across asset classes in general — a year in which small ball becomes much more important than swinging for the fences.

«Bias, emotion, and overconfidence are just three of the many behavioral traits that can lead investors to lose money or achieve lower returns.

It is Apple's No. 1 priority, according to senior vice president and CFO Luca Maestri, who noted that if the tax rate was lowered, it would give the company «flexibility around its capital return activities» last year at a Goldman Sachs investor conference.

After tracking cash flow in and out of mutual funds to measure investor sentiment, the research found that in response to hype, general market enthusiasm or a mass exodus, «retail investors direct their money to funds which invest in stocks that have low future returns.

A low multiple means that investors aren't expecting their gains to flow from rapidly rising profits, driven by reinvesting earnings at high rates of return — Warren Buffett's ideal.

Record - low interest rates also have caused some big institutional investors to search for returns in the high - risk, high - reward world of venture capital.

It's calculated annually by dividing operating expenses by the average dollar value of the fund's assets — lowering returns for investors, which is why it's important to know.

Being a former portfolio manager myself, I realize not all bond fund managers effectively navigate these risks that translate to lower returns for fund investors.

While he suggests avoiding entities with big budget shortfalls like Illinois, there are a number of other opportunities out there for investors trying to get better yields than the still - low returns that Treasurys provide.

Whether investors believe in the old saying «sell in May and go away» or not, studies have shown that stock returns from May to October have been generally lower than those between November to April.

the percentage of return an investor receives based on the amount invested or on the current market value of holdings; it is expressed as an annual percentage rate; yield stated is the yield to worst — the yield if the worst possible bond repayment takes place, reflecting the lower of the yield to maturity or the yield to call based on the previous close

Trudeau is committed to increasing investment in low - carbon infrastructure and clean energy technology (Canadian Solar has become the one of the world's largest manufacturers of solar panels), and market returns indicate that investors agree.

The stock market opened way down, continuing last Friday's selloff, though it has climbed back since the open — implying the return of volatility — as skittish investors continue to fear the sequence I describe in this AM's WaPo: tight labor market, wage pressures, higher interest rates, inflation, lower profit margins.

As an active investor, I am seeking the highest after - tax return on my capital with low risk to permanent loss of capital.

Obviously, shareholders in a company with a low return on equity would be better off liquidating the company or paying 90 % of earnings out in dividends since investors may be able to earn a higher return from another investment.

It's particularly dangerous because it causes investors to buy after periods of strong performance (when valuations are high and expected returns low) and sell after periods of poor performance (when valuations are low and expected returns high).

Even when investors stick to stock, bond, and mutual fund ownership, their rejection of simple investing basics such as low turnover results in pathetic returns on their money.

That trend following behavior exacerbates the reflexive process and leads to higher highs and lower lows, resulting in lower overall returns for the average investor and institutions as a group, but also leads to truly outstanding returns for investors like Soros who understand Reflexivity and have the discipline to take the other side of these short - term investors» movements.

This means the decisions investors make about how to diversify, the time the choose to get into or out of the market, as well as fees they pay or underperforming funds they choose, cause them to generate returns far lower than the overall market.

Since investors can't quickly change the long - term growth rate of earnings, the only way to substantially increase the long - term rate of return offered by stocks is to lower prices vertically.

These investors may have to accept lower long - term returns, as many bonds — especially high - quality issues — generally don't offer returns as high as stocks over the long term.

In the spring of 2001, to the surprise of his colleagues, Seo left his big Wall Street firm and opened a hedge fund — which, he announced, wouldn't charge its investors the standard 2 percent of assets and 20 percent of returns but a lower, flat fee.

With equity returns likely to moderate and volatility set to rise, investors face a difficult choice: Accept lower returns, or take on greater risk.

We see muted returns across asset classes in the coming five years, as structural dynamics such as aging populations help keep us in a low - return world, and we believe investors need to go beyond broad equity and bond exposures to diversify portfolios in today's market environment.

Corey Hoffstein over at Newfound Research put up a great presentation on how investors should respond to lower expected returns in the future.

The point I'm trying to make... I will continue to make monthly buys at market highs and market lows as over time it all averages out and being a dividend growth investor I'm looking to take advantage of time in order to maximize my compounding returns.

And for investors who are looking for somewhere to put their money that provides the highest rate of return, stocks can look particularly attractive when returns on other investments are lower.

With the S&P 500 within about 8 % of its highest level in history, with historically reliable valuation measures at obscene levels, implying near - zero 10 - 12 year S&P 500 nominal total returns; with an extended period of extreme overvalued, overbought, overbullish conditions replaced by deterioration in market internals that signal a clear shift toward risk - aversion among investors; with credit spreads on low - grade debt blowing out to multi-year highs; and with leading economic measures deteriorating rapidly, we continue to classify market conditions within the most hostile return / risk profile we identify — a classification that has been observed in only about 9 % of history.

Furthermore, it seeks to achieve these returns with a lower level of volatility than the broader Australian stock market over the medium to long term in order to smooth returns for investors.

As a whole, the American fracking experiment has been a financial disaster for many of its investors, who have been plagued by the industry's heavy borrowing, low returns, and bankruptcies, and the path to becoming profitable is lined with significant potential hurdles.

Some investors are particularly sensitive to market conditions; for example, some investors do not buy certain types of securities because the returns have been too low for their taste over the past several years.

(As per my compliance officer, I must mention that past performance does not guarantee future returns, and investor returns may be lower due to transaction costs and fees, as well as timing of deposits and withdrawals).

The bottom line: Investors are being offered better returns for taking risk in the low - return landscape, and a portfolio allocation to a broader, diversified mix of assets — including alternatives, global equities and emerging market (EM) assets — can potentially help improve returns, in our view.

As you become a more sophisticated investor the target date fund might not make as much sense to you since you can get smaller incremental investment returns investing your IRA in a mixture of low cost index funds — which have lower fees over the long term.

(As per my compliance officer, I must mention here that past performance does not guarantee future returns, and investor returns may be lower due to transaction costs and fees, as well as timing of deposits and withdrawals).

If we consider the common wisdom of value investors — low P / E ratio stocks have historically earned better returns — at their current market price E * Trade and IB seem to be a better buy, but certainly, cheaper ones compared to TD or Schwab.

The lower levels of concern around short - term fluctuations in portfolio values may also reflect a growing sense of realism amongst investors and the fact that they are starting to swallow the pill of lower returns in this low - interest - rate environment,» he added.

If five years from now the yield simply returned to its level of a decade ago (and just in case you think I'm cherry picking, over the past 25 years it has averaged a 7.5 % yield and at the low in 1981 was twice that), bond investors would suffer a meaningful loss of capital.

The ETF's total return of around 16 % to 17 % wasn't quite as strong as the overall market, but that's a price that most investors in the fund are willing to pay in exchange for the perceived lower volatility that dividend stocks have traditionally delivered.

Neil Dhar, PwC's US capital markets leader, says investors are seeking returns in a low - yield rate environment, and the IPO market has been an attractive place to invest in the past year.