Sentences with phrase «proper benchmark index»

The table comparing our Fee - Based Moderate Portfolio Model to its proper benchmark index, the markets, an American Funds Model, is here on the main asset allocation tutorial page.

Over time we've also seen many mutual funds with the full set of Stars underperform when compared against its proper benchmark index.

• Evaluate how they've stacked up against their proper benchmark index.

In other words, it doesn't matter too much that we pick mutual funds that usually outperform their proper benchmark indices.

Most of American Fund's 22 mutual funds are just average when investment performance is properly compared with similar mutual funds and proper benchmark indices.

Not exact matches

However, this may not be a proper index benchmark for the fund, which has 41 % in technology and 26 % in technology - oriented healthcare stocks, according to the article.

To be proper when comparing whole investment portfolios, the mix of benchmark indices needs to called something appropriate, have the exact asset classes and weightings, the fees and rebalancings have to be the same, the time frame has to be the same, all security trades need to be the same, and cash flows have to all be the same.