Sentences with phrase «outperform broad market»

Actively managed investment funds are investments that try to pick stocks that will outperform the broad market.

The bottom line reason MER costs are higher in actively managed mutual funds is because they constantly buy and sell investments, to try to outperform the broad market (which, as noted, is usually unsuccessful).

But I also believe that growth stocks have to have momentum on their side in order to outperform the broad market.

In other words (dogs of the Dow theory), the losers of the preceding year outperform the winners of the preceding year and quite understandably so, the micro cap firms whose market cap had plummeted in the preceding 12 months would be expected to outperform the broad market.

Multifactor strategies combine factors into one holistic, broadly diversified strategy that can potentially outperform the broad market.

The number - one sales pitch for «active investing» — people who believe that they can pick stocks or sectors that will outperform the broad market index — is that an advisor will protect your downside.

But there have been plenty of studies done showing that 75 % to 80 % of active managers have failed to outperform broad market indices over a 10 - year period.

Value stocks, small - cap companies, stocks with momentum — all of these have indeed been shown to outperform the broad market over the long term in many studies.

Value has a long history as an investing style, backed up by empirical evidence that portfolios of the cheapest stocks outperform the broad market.

Stock valuations in the category are lofty after years of outperforming the broader market.

Cyclical stocks — which tend to perform well during economic expansion — including consumer discretionary and financials, are outperforming the broader market so far this year.

The index has outperformed the S&P 500 in 2010, while several individual commodities have greatly outperformed the broader market year - to - date, affecting equities and indexes that are particularly exposed to fluctuating commodity prices.

Shares of defense companies tend to outperform the broader market when the United States takes military action in the Middle East, history shows.

Jefferies updated its Franchise Picks List on Wednesday, representing the stocks the firm believes will outperform the broader market over the next year.

This expansion is expected to result in significant inflation gains over the next decade, an environment in which natural resource stocks have historically outperformed the broader market.

In aggregate, shares of companies with these characteristics offer the potential to outperform the broader market over the long term.

Those conditions could allow hedge funds to outperform broader market indices.

Leading stocks outperformed the broad market as well, enabling the swing trading stock and ETF picks of our premium newsletters to surge higher.

After that kind of rally, can REIT shares keep outperforming the broader market?

KIE has also outperformed the broader market (SPY) over the past one, three and five - year periods, while lagging by < 1 % over the past 10 years.

Boeing (BA) recently dropped to a 4 (Below Average) for Timeliness, but the rest of these equities are ranked to either keep pace with or outperform the broader market over the next six to 12 months.

Active funds have historically failed to outperform the broader market.

Market Vectors Vietnam ($ VNM) showed impressive relative strength, as it outperformed the broad market with a 1.3 % gain, and settled just shy of its highest level of 2012.

Those stocks typically zoom higher, outperforming the broad market gains -LSB-...]

In actuality, according to data accessible via Bloomberg, European equities, as measured by the S&P Europe 350 Index, modestly outperformed the broader market, while stocks in Japan, represented by the MSCI Japan Index, had another strong year.

For this reason, savvy investors hedge exposure to the retail sector by investing in noncyclical or countercyclical sectors that outperform the broader market during periods of decline.

While equity markets did well as a whole during that period, with the S&P 500 rising 14 %, the restaurant sector clearly outperformed the broader market.

Studies show that companies with the highest dividend yields tend to outperform the broader market over time.

Momentum has historically outperformed the broader market over time, and periodic sharp reversals have typically been short - lived — except in cases of recession or financial crisis.

These shares clearly have momentum on their side, rising roughly 70 % in the past year, and our Timeliness Ranking System pegs them to outperform the broader market in the six to 12 months ahead.

A diversified portfolio of high Beta equities will tend to outperform the broader market when prices are on the rise, but lag behind when the market falters.

They have outperformed the broader market during high - volatility periods, according to BlackRock research.

While there is no guarantee that actively managed strategies will outperform the broader market, we believe this shift from active to passive is misguided for three key reasons.

There is no guarantee that actively managed investments will outperform the broader market.

Defense ETFs Rise After Trump Raises Prospect Of Military Strike In Syria (MarketWatch) «XAR,» «ITA» and «PPA» were all outperforming broader market Wednesday.

Companies with exposure to foreign earnings have been beneficiaries of the wilting Australian dollar and are expected to outperform the broader market this year again as their earnings growth gains momentum.

Investors interested in emerging markets may want to consider dividend growers, which tend to outperform the broader market.

Active funds have historically failed to outperform the broader market.

This strategy would have outperformed the broad market (represented by XIC) by 57 basis points a year over the last decade:

They have outperformed the broader market during high - volatility periods, according to BlackRock research.

Buying the Nasdaq 100 can be justified if you believe large technology companies like Microsoft, Intel, and Google will outperform the broader market.

In fact, most dividend growth stocks I write about, invest in, and look at outperform the broader market over long periods of time.

Small and midcap stocks have outperformed the broad market averages, but I believe the fund is irresponsibly underweight small to midcap stocks, as well as American equities.

Per Ned Davis Research, dividend growers & initiators outperform the broader market over the long - haul.

Funds named to IBD's list were chosen because they have outperformed the broader market over the past 1, 3, 5, and 10 - year periods, as of 12/31/17.

Standard and Poor's research article «The Low Volatility Effect: A Comprehensive Look» references empirical evidence illustrating that low volatility investing outperforms the broad market on a risk - adjusted basis over the long term.

The results are in, and while it was not what we'd originally hoped for, it does lend credence to the long - held notion that net / nets can outperform the broader markets.

According to a paper written by John McConnell and Alexei Ovtchinnikov, since 1965 spin - offs have outperformed the broad market, on average, by over 20 % in the first three years following the spin - off.

As you might expect (because we're talking about investing in some of the best companies around), dividend payers and growers (like those we're talking about) tend to outperform the broader market over the long run.

Since 1927, small - cap and value stocks in the U.S. outperformed the broad market by about 2 % annually.