Sentences with phrase «managed against an index»

It's called an index fund because it's managed against an index and an index is something like the S&P 500 Index, which is the 500 large industrials, and an index fund is a fund which instead of trying to figure out which of those stocks is going to do better and which is going to worse, just says you know, I'm not sure I'm smart enough to do out, let's just buy the 500 stocks in the S&P 500 and ride them.

Not exact matches

@davidbak, as best I can tell, most of the talk of tax advantages is a result of conflating ETFs and index funds (e.g., writers will compare the tax payouts of index ETFs against a pool of mutual funds that includes actively managed funds).

Low - cost index funds (or exchange traded funds) give investors a big leg up against the vast majority of actively managed funds that charge more than 2 % of assets annually because most of the active funds fail to earn back the fees they charge.

Most actively managed core bond funds are measured against the Aggregate Index, even though their holdings often sit...

Most actively managed core bond funds are measured against the Aggregate Index, even though their holdings often sit outside the benchmark.

Managed by State Street Global Advisors, it is the biggest ETF in the world and is indexed against the S&P 500 Index, so it's day - over-day returns should be very similar to the Index itself and thus suitable for this analysis.

The SPIVA Scorecard, published by S&P Dow Jones Indices, «compares actively managed funds against their appropriate benchmarks on a semiannual basis.»

Some industry experts believe managed account performance should not be benchmarked against an index but instead against an investor's unique individual goals.

2008 was a great year for most of my managed funds against their indices.

The stat that most managed funds underperform their index is very misleading since most of them have betas less than 1.0 against their corresponding index.

In 1991, Ryan Labs became the first asset manager to create a daily Custom Liability Index ® and manage a bond portfolio against it.

They compare their funds with how well other funds have done after the fact, lining up managed funds against the closest equivalent index.

Ciana Locke presents Market Index Funds posted at Best Index Mutual Funds, saying, «The dominant issue in choosing among passively managed index mutual funds and ETF funds benchmarked against the S & P 500 is that securities industry management and trading fees are all over the map from reasonably low to shockingly high.&rIndex Funds posted at Best Index Mutual Funds, saying, «The dominant issue in choosing among passively managed index mutual funds and ETF funds benchmarked against the S & P 500 is that securities industry management and trading fees are all over the map from reasonably low to shockingly high.&rIndex Mutual Funds, saying, «The dominant issue in choosing among passively managed index mutual funds and ETF funds benchmarked against the S & P 500 is that securities industry management and trading fees are all over the map from reasonably low to shockingly high.&rindex mutual funds and ETF funds benchmarked against the S & P 500 is that securities industry management and trading fees are all over the map from reasonably low to shockingly high.»

A typical investment policy would see Canadian equity managers limited to Canadian equities benchmarked against the S&P TSX index and foreign equity managers managing foreign portfolios against foreign equity benchmarks such as the EAFE or S&P 500 indices.

Do I bite the bullet and accept that managing my money for retirement will require me to go against my values and get an 401k index fund?

Enough studies show how well index funds do against their managed counterparts to make it a worthy investment strategy.

The debate, in a nutshell, goes something like this: Why pay higher fees for an actively managed fund that has a shot at posting much bigger returns than the index it's measured against but which also runs the risk of posting smaller returns, when you can buy a low - cost index fund, such as those that track the performance of the S&P 500 index, which pretty much guarantees that your returns will be in line with the index?

The purpose of the SPIVA report is to compare the field of actively managed mutual funds against an apples - to - apples index benchmark in size and style.

As the FT reports, the group looked at 2,500 funds (including both equity and bond funds), and found that only 18 % of them managed to beat the index they were measuring themselves against.

The SPIVA ® Australia Scorecard reports on the performance of actively managed Australian mutual funds against their respective benchmark indices over various investment horizons.

Based on median actively managed large - cap funds, with manager tenure of greater than 10 years (longest - tenured portfolio manager), annualized three - year rolling returns (with a quarterly frequency) over the 20 - year period ending December 31, 2017 against the S&P 500 Index returns.

In his current role as part of US Fixed Income Beta solutions, he heads the credit sector team and is responsible for developing, managing, and supporting various types of funds against a variety of conventional and custom bond index strategies.

There is strong evidence that the portfolios of most very large, large, and even medium sized actively managed mutual funds closely resemble the composition of the passive indexes against which their performance is benchmarked.

Chancellor Capital Management / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS investments for total rate of return portfolios • Responsible for risk management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out of New York

The increase is against - grain in an economy gaining at a lesser pace, says S&P Dow Jones Indices Chairman of the Index Committee and Managing Director David M. Blitzer.