Sentences with phrase «portion of active funds»

In three - and five - year periods, the portion of active funds that didn't beat their benchmarks fell to about three - quarters and two - thirds, respectively.

Not exact matches

The reality is that most active funds have significantly higher expense ratios and commissions, but a portion of the expense ratio indirectly covers advising services.

Even if you're a fan of active management, you could cut your fees by a third simply by investing in an actively managed fund for the stock component of your portfolio, buying a low - cost bond fund or an ETF for the fixed - income portion of your portfolio, and holding your cash in a high - interest bank account or money market fund.

A portion of that «active» return can be attributed to the fund's exposure to style factors, like value or momentum.

Kiplinger — The record of Fidelity's stock mutual funds makes a strong case that you should invest at least a portion of your money in some of its superior active funds.

Active mutual fund shareholders are charged much higher annual management expense ratios across both the active and passive portions of their portfActive mutual fund shareholders are charged much higher annual management expense ratios across both the active and passive portions of their portfactive and passive portions of their portfolios.