Sentences with phrase «outperforming funds»

Most studies conclude that funds with lower fees, in general, outperform funds with higher fees over virtually all time frames measured.

Either ETF outperformed the fund in terms of the higher annualized return, alpha, Sharpe and Sortino ratios, as well as the lower beta and standard deviation of monthly returns.

We have suggested four consequences — higher risk, greater dominance of luck over skill, higher costs, and fewer outperforming funds — that are likely and logical outcomes of higher concentration.

Complemented by eight additional ETFs with smaller constant weights, since 2007 such a reference portfolio outperformed the fund by an annualized discounted cumulative RealAlpha ™ of about 0.5 % (to learn more about RealAlpha ™, please visit our FAQ).

With the Small - Cap concentrated portfolio of small company stocks, our goal is to meaningfully outperform the Fund's benchmark, the Russell 2000 Index ®.

The ETF outperformed the fund in terms of both annualized returns and the Sharpe ratio over the three - and five - year periods through July 2014.

The S&P 500 outperformed each fund slightly, as would be expected, when accounting for each fund's expense ratio.

In addition, a portfolio of twelve ETFs with static weights outperformed the fund in terms of both the cumulative return and annualized standard deviation.

I think the TRF fell about 6 % in a day last year so I know it is not low risk but I suspect Gross & co can be a lot nimbler in the market than I can and the ETF seems to be outperforming the fund exactly on that aspect.

While there are decades of research on factor - based or trading strategies attempting to beat the market, there is much less analysis and research on selecting outperforming funds.

Finding that the chances of picking a winning fund were no better than a coin toss, Ted figures the only way he can pick outperforming funds over the next five years is getting a peek at Mackenzie's marketing brochure from 2014.

This pattern repeated between other quintiles though the differentials were smaller, but in all cases, funds with lower expenses within a particular asset category outperformed the funds with higher expenses.

Last week, e.g., The Wall Street Journal announced, with a note of triumph, that «So far this year, actively managed U.S. stock mutual funds have outperformed funds trying to clone the market's overall performance.»

If I recall correctly, in almost every case, the fund manager's stock outperformed the funds managed by the company.

These funds may not outperform the funds like mid-cap oriented or say Equity diversified funds.

Outperforming funding objectives by 67 % in a single year as a Grant Writer with the Conservation Corps.

Price's mutual funds have been outperforming their peers; the proportion of outperforming funds is in the 73 % -74 % range.

We have suggested four consequences — higher risk, greater dominance of luck over skill, higher costs, and fewer outperforming funds — that are likely and logical outcomes of higher concentration.

With the Fund's concentrated portfolio of small company stocks, our goal is to meaningfully outperform the Fund's benchmark, the Russell 2000 Index ®.

It's tough to outperform a fund with low fees like the Vanguard Total Stock Market ETF, which has an expense ratio of 0.05 percent.

In aggregate, impact investment funds launched between 1998 and 2004 — those that are largely realized — have outperformed funds in a comparative universe of conventional PI funds.

«So about once a year,» continues Mr. Bortolotti, «you should rebalance by selling off some of your outperforming funds and adding the proceeds to the funds that are lagging.»

An ETF or a mutual fund that attempts to beat the market — or, more specifically, to outperform the fund's benchmark.

You can do this by adding new money to the underperforming asset classes, or by selling off some of the outperforming funds and using the proceeds to prop up the laggards.

And guess what... they outperformed the fund managers who are charging you # 50k in the example above to do so!

There is the need to buy an outperforming fund.

Though only a small portion of funds beat the benchmark indices in most fund categories, one might still attempt to find those outperforming funds.

I'm pleased to report that MoneySense has now been rating Canada's best mutual funds for a full 15 years, and those who have invested in our select group of outperforming funds have seen their wealth grow through good times and bad.

Both Vanguard High Dividend Yield and Vanguard Dividend Appreciation have produced solid returns for investors, but Vanguard High Dividend Yield has outperformed its fund - family sibling by a slight margin.

In fact, Buffett is so confident in the S&P 500 index that he bet $ 1,000,000 against the founders of Protege Partners that the S&P 500 will outperform a fund of hedge funds picked by Protege.