Sentences with phrase «other than index funds»

What are people's thoughts on advisors that recommend anything other than index funds?

Not exact matches

The effect of equal weighting is keener for XRT than for some other equal - weight funds because XRT draws retail stocks from the broad S&P Total Market Index, not the large - cap - oriented S&P 500.

Thirty years ago, index funds were less than one percent of assets under management, and today they (along with other passive vehicles such as exchange - traded funds) are about one - third.

I plan: 5 % — swing for the fences 10 % — save for big blue chip bargain buys that pop up throughout the year 10 % — VNQ, other than our primary residence, I have no exposure to RE, so this should help with that 15 % — VXUS, international index exposure 60 % — VTI, total stock market index (as I get older, I will be also adding BND or a bond fund, but at 32, I'm working on building equities!)

More than just tempering Gross's anti-equity remarks, the longtime advocate of buying and holding equity - based index funds and ETFs went so far as to say that «equities today are more attractive relative to bonds than at any other time in history.»

Other than that, my current investment portfolio is heavily focused on index funds because of its historical performance and tax & cost efficiency.

Like we said, if you're going to be investing in index funds, there is no reason to go with anyone other than Vanguard.

In other words, most investors in actively managed mutual funds with «professional money managers» (who regularly bought and sold stocks) had worse returns than investors who stuck with unmanaged index funds.

Louisiana ranks 10th out of the 50 states on the McLoone Index, and eighth on the coefficient of variation — two other measures of finance equity that show the state has smaller funding disparities across districts than in most other states.

Index mutual funds that track a broad index of holdings that span multiple sectors may expose you to fewer risks than if you owned just a few stocks or other individual securiIndex mutual funds that track a broad index of holdings that span multiple sectors may expose you to fewer risks than if you owned just a few stocks or other individual securiindex of holdings that span multiple sectors may expose you to fewer risks than if you owned just a few stocks or other individual securities.

In contrast, enhanced index funds can weight undervalued stocks more heavily, include a larger proportion of securities in higher - performing sectors, or use other investment strategies to try and achieve a better return than the index it tracks.

We have other business with Altamira and I have been happy with them because although their index fund MERs are a bit higher than TD (most are 0.5 % I think), I find their online system, phone system, and monthly reports much easier to read / use.

I know I can't get the e-Series Index funds from a company other than TD.

The result is that many contracts are written to benefit the seller, while leaving the buyer with much less than they could have gotten from other, simpler, investments like normal index funds.

Investors looking for a bit more «action» than they'll find in the Standard & Poor's 500 Index and other large - cap - blend funds don't have to look very far.

Any fund manager that worth his salt and did not make at least 200 % since 09 should think about their thinking models and those that make less than 50 % should consider give up managing others money and just buy S&P 500 index becasue S&P 500 is at 666.79 in March 2009, today 2100 + is up 215 + %.

So there's no speculation affecting the index fund directly (other than the speculation pertaining to its underlying stocks).

In cases like this, there's not much you can do other than compare the fund's performance to other Canadian dividend ETFs, or perhaps to a broad market index such as the S&P / TSX Composite.

In other words, the odds you'll do better than an index fund are close to 1 out of 20 when picking an actively - managed domestic equity mutual fund.

Yet a quick perusal of the iShares MSCI France Index Fund (EWQ) shows that it is fundamentally more attractive than other European nations.

Index funds allow you to invest in the overall stock market and have much lower fees than other funds.

One other quibble is that the workbook uses the outdated term «index unit» rather than «exchange - traded fund.»

An investor who buys and holds a handful of stocks for 2 decades is much less «active» than an investor who invests solely in passive index funds - and yet one investor will go out of his way to call himself a «passive» investor over the other.

The other issue of course is that the index funds will stay fully invested in the indices, rather than be caught out underinvested because they were trying to balance out exiting positions with adding positions with meeting redemptions.

As your portfolio grows, you'll find that some index funds and ETFs do better than others.

Other than that, the capital gain rate is the same on index funds and «active» funds.

With index - tracking exchange - traded funds charging fees that are far less than actively managed mutual funds, the higher - cost investment options that AllianceBernstein (NYSE: AB), Hartford Financial (NYSE: HIG), and other active - management firms have within some 529 plans come under greater pressure from the state board established to oversee the plans.

You certainly have no obligation to read anything other than index - cheerleading from Vanguard Fund - sellers, unless you wish to fully fulfill your blog's subtitile which reads, «Helping (Readers) Invest and Prosper».

In other words, a fund manager has to beat the index by more than 1.5 % just to break even.

But as a reader pointed out the other day, CIBC offers a management fee distribution discount of 0.63 % for investors who hold more than $ 150,000 in their index mutual funds.

Even though those Morningstar indices are not as widely used as other indices, Scottrade and its subsidiary FocusShares are able to offer these funds at extremely low expense ratios (ERs), even lower than Vanguard funds.

When compared to the benchmark averages (sometimes referred to «Lipper Averages «-RRB-, more than 60 % of actively managed stock mutual funds fail to outperform their segment indexes (in other words, if a mutual fund targets the oil and gas industry, you'll do better just buying an index fund targeting the entire oil and gas industry rather than buying an actively managed mutual fund that targeted only the «best» companies within the oil and gas industry).

More so than any other investment fund company, The Vanguard Group has offered a very wide array of passive index funds for many years.

I am learning to like the stock market, although I was only limiting my investments to index funds for a long time, as I didn't want to take the time to research investments well enough to make investing something other than a casino gamble.

Through its investment in Vanguard Total International Bond Index Fund, the Portfolio also indirectly invests in government, government agency, corporate, and securitized non-U.S. investment - grade fixed income investments, all issued in currencies other than the U.S. dollar and with maturities of more than 1 year.

And since they have low management fees, index funds are often considered to be an important part of a long - term investment portfolio because they require very little activity on your part other than buying and holding.

Then seeing that most actively managed funds don't beat the benchmark, you can at least control your costs and invest in a low - cost index fund, which is going to do better than most of the other choices you could have made.

Here you can study a wide variety of investment assets, look for an index fund for your own portfolio, and discover how different assets may complement each other to create a robust portfolio that is greater than the sum of its parts.

In other words, after two volatile days — up 10 % one day, down 10 % the next — your losses are four times greater than the losses incurred by an investor in an ordinary index fund (he lost $ 1; you've lost $ 4).

I don't know whether my feedback had any impact or whether it was an already scheduled plan change, but three months later I noticed that five more Vanguard index funds were introduced, all with lower expenses than the other available choices.

If you buy and hold a globally diversified portfolio of index funds, every year you'll fare modestly better than most other investors.

Not sure that I'm convinced, because, like you say, especially with a long - term perspective, it's hard to put $ into anything other than market index funds, but something to consider.

Additionally, since the fund is comprised of NASDAQ stocks, it will tend to more more volatile than a broader market index like the S&P 500 and of course, other safe investments with lower volatility that rely on income for net returns rather than capital appreciation.

Since index funds are passively managed, they typically charge lower fees than other types of mutual funds.

This is worse than the 37.7 % loss for the S&P 500 as measured by the Vanguard S&P 500 Index fund VFINX as well as below our other benchmarks, as can be seen in Table 1 and Figure 1.

Fidelity Freedom Index funds levy 0.15 %, Schwab's target - date index funds charge 0.08 % a year and Vanguard's offerings have expenses of 0.13 % to 0.15 % — far less than most other target - date fIndex funds levy 0.15 %, Schwab's target - date index funds charge 0.08 % a year and Vanguard's offerings have expenses of 0.13 % to 0.15 % — far less than most other target - date findex funds charge 0.08 % a year and Vanguard's offerings have expenses of 0.13 % to 0.15 % — far less than most other target - date funds.

I don't own PM other than whats in my index funds.

The Fund's use of stock index futures involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments.

Ask yourself — why does it fit your investment plan better than a plain vanilla index fund or other smart beta fund?

Concentration Risk: Because the ETNs are linked to an index composed of futures contracts on a single commodity or in only one commodity sector, the ETNs are less diversified than other funds.