Sentences with phrase «overall balanced index»

Not exact matches

For example, the Vanguard Balanced Index Fund seeks — with 60 % of its assets — to track the investment performance of a benchmark index that measures the investment return of the overall U.S. stock maIndex Fund seeks — with 60 % of its assets — to track the investment performance of a benchmark index that measures the investment return of the overall U.S. stock maindex that measures the investment return of the overall U.S. stock market.

For example, the Vanguard Balanced Index Fund seeks — with 60 percent of its assets — to track the investment performance of a benchmark index that measures the investment return of the overall U.S. stock maIndex Fund seeks — with 60 percent of its assets — to track the investment performance of a benchmark index that measures the investment return of the overall U.S. stock maindex that measures the investment return of the overall U.S. stock market.

I take into account the 20 % equity exposure of the LS 20 % in my overall balance and I have periodically sold off the Index - Linkers to keep the portfolio asset allocation stable.

The Index of Business Leader Confidence, computed based on interviews with 462 business leaders of companies from Buffalo, the Capital Region, Rochester and Syracuse stands at 97.1, down from 103.8 last year, below the breakeven point of 100 at which overall optimism and pessimism towards the current and future economic conditions are balanced.

The index stands at 103.8, up nine points from last year, above the break even point of 100 at which overall optimism and pessimism towards the current and future economic conditions are balanced.

And just to confirm — does Quicken give individual index mutual fund level specifics within each account, or does it just give the overall account balance?

I also know the Mawer Balanced Fund has beaten index blended ETF equivalent portfolios annually 14 times out of the past 15 years by an average yearly outperform of 2.5 % or 40 % overall.