Sentences with phrase «match benchmark indexes»

Active management occurs when an investment funds manager picks stocks, rather than simply aiming to match benchmark indexes.

As for VNM: US, I'm shocked... technically, it didn't underperform, it basically matched its benchmark index.

Not exact matches

BlackRock Managed Index Portfolios offer investors access to a diversified and cost - effective multi-asset solution, utilizing both ETFs and index funds (mutual funds designed to match or track the underlying components of a benchmark index) to implement their asset allocaIndex Portfolios offer investors access to a diversified and cost - effective multi-asset solution, utilizing both ETFs and index funds (mutual funds designed to match or track the underlying components of a benchmark index) to implement their asset allocaindex funds (mutual funds designed to match or track the underlying components of a benchmark index) to implement their asset allocaindex) to implement their asset allocation.

Both ETFs and index mutual funds seek to match the performance of a market benchmark, some as broad as the overall U.S. stock or bond market, while keeping costs low.

If a mutual fund has Beta of 1 that means the performance of the fund will perfectly match the performance of its benchmark index.

You may be aware there is a great debate these days between the advocates of active investing, who choose investments they believe will outperform the markets» benchmark indexes, and passive investors, who buy index funds and ETFs meant to match the benchmarks» returns.

Also some indexes are rebalanced frequently, causing funds that follow them to trade more frequently to keep matched to the benchmark.

FWIW, the risk of underperformance also came to mind, but I think that's mostly used to describe the risk of choosing, say, an actively - managed fund (or individual stocks) over a passive benchmark index investment more likely to match market returns.

Are your investments matching the performance of their benchmark index over time?

Both ETFs and index mutual funds seek to match the performance of a market benchmark, some as broad as the overall U.S. stock or bond market, while keeping costs low.

Passive investment management designed to match the performance of a designated benchmark index.

Contrasts with passive management, or indexing, which seeks to match the returns of a designated benchmark index.

A portfolio management style that involves buying and holding a portfolio of securities that matches, closely or exactly, the composition of a benchmark index.

Also, benchmark investors» have been purchasing bonds to match their index's duration extension for the May month - end rebalancing.

Many exchange - traded funds that passive investors use tend to follow the S&P 500 (SNPINDEX: ^ GSPC) as a benchmark, tracking their performance against the venerable index and seeking to match the market's overall gains.

Beta becomes a less valuable measure of volatility if calculation methodology does not match investor needs, if correlation to the benchmark index is low or if tail events are incorrectly included or excluded from calculation.

In fact, a recent Fidelity survey found that many investors think index funds, which attempt to match a market benchmark like the S&P 500 (before fees), are less risky than active funds, which attempt to outperform a benchmark.1 That may help explain why during 11 weeks of heightened market volatility in 2015, investors bought index funds but sold active funds at seven times the average rate during nonvolatile weeks.2

Passively managed funds are often referred to as «index funds» and have as their goal only to match the returns of a given index or some other benchmark.

Index funds, on the other hand, present a simpler way to gain exposure to a wide range of equities and are a good option for investors who are looking to match market benchmarks or reduce their broader portfolio's overall risk profile.

Magellan has posted average annual returns of 20.3 % from Sept. 16, 2011, when Mr. Feingold took over, through the end of August, trailing its benchmark, the S&P 500, at 21.2 %, while matching the Russell 1000 Growth Index, according to data from Morningstar.