Sentences with phrase «provide exposure to stock market»

Fixed indexed annuities can offset those shortcomings: In addition to earnings that grow on a tax - deferred basis, they guarantee a set interest rate and provide exposure to stock market returns, which tend to be higher than bond market returns, according to Ibbotson's white paper.

Not exact matches

We gradually scale our investment exposure in proportion to the average return / risk profile that stocks have provided under similar conditions (primarily defined by valuation and market action).

The fund seeks to provide diversified exposure to the global equity markets through a combination of individual stocks and exchange - traded funds (ETFs).

Horizons recently launched two new Exchange - Traded Funds (ETFs) that provide passive exposure to the Canadian and US stock markets while overlaying an active options strategy that seeks to take advantage of sudden downward movements in stock prices.

The iShares Core MSCI EAFE IMI Index ETF (XEF) provides exposure to developed markets, with a broad mix of large - cap, mid-cap and small - cap stocks.

Both of these are low - cost funds designed to track the performance of the S&P 500 and provide exposure to the broad stock market.

Smart beta products provide exposure to equity markets by investing in diversified baskets of securities that assign higher weights to stocks that have desirable characteristics.

This balanced ETF portfolio provides broad exposure to the stock and bond markets for a total fee of only 0.18 % annually plus the relatively small trading costs needed to set it up and maintain it.

The current weakness in global stock markets provides a buying opportunity, which can be used to increase the exposure to stocks at more attractive prices.

While I have no problem with going all - index — a total U.S. stock market fund for broad domestic stock exposure, a total U.S. bond market fund for your bond stake and a total international fund if you want to include foreign shares in your asset mix — I don't contend you would be totally undermining your investing efforts if you throw in the occasional actively managed fund, provided it has low expenses.

We believe rules - based index design that analyzes individual stock exposure to specific factors provides a more advanced, forward - looking — and more effective — approach than traditional market capitalization - weighted indexing.1

Learn how the Vanguard Total Stock Market ETF provides an extremely diversified exposure to the entire universe of US securities with low expenses.

VBR holds 842 stocks, of which only 236 overlap with SLYV's 442, so together they provide exposure to 1048 stocks, and the overlap is only 16 % by market capitalization weighting.

The Emerging Markets Stock Index Fund will be the first broad - based market - cap - weighted index fund to include both all - cap exposure and China A - shares.2 The changes will move the fund closer to market - cap weightings and provide investors with more complete and diversified exposure to a key emerging economy and the second - largest stock market in the world by market Stock Index Fund will be the first broad - based market - cap - weighted index fund to include both all - cap exposure and China A - shares.2 The changes will move the fund closer to market - cap weightings and provide investors with more complete and diversified exposure to a key emerging economy and the second - largest stock market in the world by market stock market in the world by market cap.3

BMO Canadian Equity ETF (Ticker: ZCN; MER = 0.15 %) tracks the Dow Jones Canada Index and provides a broad - market exposure to the Canadian stock market.

The IShares Select Dividend ETF uses a weighting by dividend per - share rather than market capitalization, which provides more exposure to small and mid-cap stocks.

Instead, investors piled into balanced mutual funds that provide exposure to both stock and bond markets, and are the favourite product to sell for many financial institutions.

For those who want to avoid timing the markets or lack stock specific insights, index investing enables exposure to the sector and related returns via a rules based approach provided by an independent index provider.

Over time, small - cap stocks have provided exposure to a segment of the equity market that has offered faster growth, good risk - adjusted returns, and relatively low correlation with larger - cap stocks and other asset classes.

He says that we should select investing rules that are in accordance with our own temperament, but in all cases ones that will always provide us with some exposure to common stocks at all times because otherwise we might become so disappointed if we are 100 % in cash and the market advances significantly it would «ruin [us] from the standpoint of intelligent investing for the rest of [our] life».

«The addition of China A-shares... will provide investors with more complete exposure to a key emerging economy and the second - largest stock market in the world by market cap,» Vanguard said, noting that China accounts for some 20 percent of global trade and 7 percent of global consumption.

You could buy the SPY as a core portfolio holding to provide exposure to the U.S. stock market.

Both the Balanced and the Total Return Funds offer exposure to the larger market by investing in dividend paying stocks that have the potential to provide meaningful income, combined with short - term securities that aim to dampen volatility.

Disclosure across stock exchanges by relevant listed companies of the carbon embedded in their fossil fuel reserves (and potential reserves) would provide markets and investors with a better indication of stock exchanges» relative exposure to future climate - related market risks.