Sentences with phrase «oriented equity stocks»

Not exact matches

In July, Goldman's chief global equity strategist, Peter Oppenheimer, recommended investors buy domestic - oriented stocks in the event of a trade war.

«In the early years, for one fund family, you'll find more «risky» equity exposure to growth - oriented stocks, but toward the later years, it's more value - oriented equity exposure,» said Aaron Pottichen, president of retirement services at CLS Partners in Austin, Texas.

In the week through Wednesday, April 9, equity funds oriented toward growth stocks were hit with $ 1.7 billion of investor redemptions, following an outflow twice the size in the previous week.

As your child grows, the Franklin Templeton age - based asset allocations will automatically reallocate a percentage of your assets from equity - oriented funds (which tend to hold more stocks) into more conservative, income - seeking funds (such as bond and money market funds).

Dividend stocks are enticing to investors during periods of volatility because in such a market they tend to perform well relative to more growth - oriented or higher - risk equities.

Within equities, value - oriented stocks remain particularly attractive, in our view.

Dear Abhee, It is a typical multi-cap equity oriented fund with around 60 % allocation to Large - cap stocks.

When you are investing in equity mutual funds, Stocks or other high risk - oriented investments like real - estate, one sage advice you often get to hear is that «invest for long - term» (or) have a «long term investment horizon».

The Hennessy Equity and Income Fund's portfolio consists of 60 % large - cap, value - oriented stocks and 40 % high - quality fixed - income securities.

Value Investment Risk: Value stocks may perform differently from the market as a whole and following a value - oriented investment strategy may cause the Portfolio to at times underperform equity funds that use other investment strategies.

Equity Schemes Our investment philosophy for equity - oriented investments is based on the belief that over time stock prices reflect their intrinsic vEquity Schemes Our investment philosophy for equity - oriented investments is based on the belief that over time stock prices reflect their intrinsic vequity - oriented investments is based on the belief that over time stock prices reflect their intrinsic values.

In the short - term, that can be uncomfortable for hedged - equity strategies that are long a broad portfolio of value - oriented stocks and hedged with an offsetting short position in the major indices.

The last category in equity oriented schemes is Multi-cap which invest in all kind of equities with a significant allocation to large cap stocks.

Equity stocks may give you better returns than Equity oriented mutual funds, but do remember that they come with higher risks.

«We're a value - oriented, research - driven firm that buys undervalued stocks, shorts overvalued ones, and participates in selected overseas debt and equity markets.

Dividend - oriented stock funds and ETFs have been among the leading equity funds recently, and subscribers to NoLoad FundX were prompted to buy several of them nearly a year ago.

While income - oriented equity ETFs — such as those holding dividend stocks and REITs — also pay monthly distributions, many broad - market equity funds pay dividends every quarter.