Sentences with phrase «ratios than indexed»

Also, because the portfolio never changes from day to day or year to year, target maturity funds can operate with much lower expense ratios than indexed and actively - managed bond funds.

Not exact matches

The largest such S&P 500 fund, Vanguard's 500 Index Fund, boasts expense ratios of less than a percentage point.

When choosing countries to invest in, Langham looks at the price - to - book ratio of the national stock indexes rather than price - to - earnings, as it's difficult to predict profits in a weak economic environment.

I know first hand of one of the world's most celebrated wealth management companies that charges clients roughly 1 % of assets each year, and then parks a great deal of the money into S&P 500 index funds with expense ratios of 1 % to 1.25 % (compared to less than 0.10 % for an industry leader such as Vanguard).

Plus, index ETFs are cheaper to trade than index mutual funds because they have lower expense ratios, or the percentage of your investment you have to pay in order to trade that asset.

The fact that this ratio is now at the bottom band for most broadly defined stock indices suggests that the risk of continued underperformance by the broad market - versus large - cap indices - is substantially less than it was on April 5th, or even June 30th, when the most recent downdraft started.

Currently, 3 ETFs track the S&P Financial Select Sector Index with more than $ 32.1 B in ETP assets with an average expense ratio of 0.68 %.

It only offers index funds but does have probably the lowest expense ratios around, even lower than Vanguard.

The average price - to - earnings ratio of the S&P 500 Dividend Aristocrats ETF (NOBL) is 21.1 — higher than that of the broader S&P 500 index.

Currently, 2 ETFs track the S&P Utilities Select Sector Index with more than $ 7.37 B in ETP assets with an average expense ratio of 0.61 %.

An upside capture ratio above 100 indicates the strategy gained more than a market index in positive monthly return periods.

A downside capture ratio less than 100 indicates the strategy lost less than the index in negative monthly return periods.

Currently, 1 ETF track the Bloomberg Barclays U.S. Treasury STRIPS 20 - 30 Year Equal Par Bond Index with more than $ 545.14 M in ETP assets with an average expense ratio of 0.07 %.

Currently, 1 ETF track the Teucrium TAGS Index with more than $ 1.73 M in ETP assets with an average expense ratio of 0.48 %.

I highlighted the 1.08 percent average expense ratio of «similar funds,» which is 1.03 percentage points higher than Vanguard's advertised expense ratio.5 The Investment Company Institute finds an average expense ratio of 0.89 percent for actively managed equity funds, versus 0.12 percent for equity index funds, or a 0.77 percentage point difference.

If the plan provider is with a relatively inexpensive custodian that uses index funds like Vanguard's or Fidelity's, often these fund companies will have much cheaper expense ratios for firms that do business with them than what an adviser may be able to offer.»

Currently, 1 ETF track the J.P. Morgan CEMBI Broad Diversified Core Index with more than $ 88.14 M in ETP assets with an average expense ratio of 0.50 %.

BSCK charges a reasonable fee and recovers a good portion of it, lagging its index by significantly less than its expense ratio.

Currently, 1 ETF track the MSCI ACWI IMI Timber Select Capped Index with more than $ 232.69 M in ETP assets with an average expense ratio of 0.55 %.

The Vanguard Mid-Cap Growth Index Fund offers an attractive expense ratio of only.24 % which is about 82 % lower than the the average fees of similar funds.

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

Currently, 1 ETF track the Teucrium Sugar Index with more than $ 10.78 M in ETP assets with an average expense ratio of 3.57 %.

Currently, 1 ETF track the Bloomberg Barclays Rate Hedged U.S. Aggregate Bond Index, Negative Five Duration with more than $ 30.73 M in ETP assets with an average expense ratio of 0.28 %.

Currently, 1 ETF track the S&P Materials Select Sector Index with more than $ 4.79 B in ETP assets with an average expense ratio of 0.13 %.

Currently, 1 ETF track the S&P Oil & Gas Equipment & Services Select Industry Index with more than $ 369.32 M in ETP assets with an average expense ratio of 0.35 %.

Currently, 1 ETF track the WisdomTree International SmallCap Dividend Index with more than $ 1.96 B in ETP assets with an average expense ratio of 0.58 %.

Currently, 1 ETF track the MSCI Emerging Markets Investable Market Index with more than $ 50.81 B in ETP assets with an average expense ratio of 0.14 %.

Notably, dividend growth strategies including iShares S&P / TSX Canadian Dividend Aristocrats Index ETF are less expensive than the broader S&P / TSX Composite Index based on price - to - book and price - to equity ratios, according to Bloomberg data, and may be a good opportunity to potentially generate a boost to a portfolio's overall yield.

Currently, 3 ETFs track the S&P Technology Select Sector Index with more than $ 20.71 B in ETP assets with an average expense ratio of 0.77 %.

Currently, 2 ETFs track the Bloomberg Barclays U.S. MBS Index with more than $ 12.31 B in ETP assets with an average expense ratio of 0.15 %.

Currently, 1 ETF track the S&P 500 Dynamic VIX Futures Total Return Index with more than $ 13.62 M in ETP assets with an average expense ratio of 0.95 %.

By purchasing these companies after a price decline, we find we are able to control risk in the portfolio as these investments often have less downside while offering a decent potential return.The U.S. Equity Fund seeks to invest in companies with a lower Price to Book Ratio, lower Price to Earnings Ratio and higher Dividend Yield than the S&P 500 index.

The tech - heavy NASDAQ Composite Index more than tripled in value from 1998 through 2000, with a price - to - earnings ratio of more than 200 times earnings at its peak.

Currently, 1 ETF track the MSCI Switzerland 25/50 Index with more than $ 993.45 M in ETP assets with an average expense ratio of 0.49 %.

Currently, 1 ETF track the Goldman Sachs ActiveBeta U.S. Large Cap Equity Index with more than $ 3.07 B in ETP assets with an average expense ratio of 0.09 %.

The lipid ratios evaluated for atherogenic and coronary risk indices in rats administered HPO only were remarkably higher than control.

Using the body mass index, a ratio of weight to height, of more than 30 million 5 - to 19 - year - olds, researchers tracked trends from 1975 to 2016 in five weight categories: moderate to severe underweight, mild underweight, healthy weight, overweight and obesity.

Anthropological studies have suggested that there are consistent sex differences in the ratio of the lengths of the index and ring fingers (expressed as 2D: 4D), with men showing a lower average 2D: 4D than women.

In men, the ring (fourth) finger is usually longer than the index (second); their so - called 2D: 4D ratio is lower than 1.

After we have calculated the S indices for the 5,648 main - sequence stars based on the LAMOST spectra with signal - to - noise ratios higher than 10 in the blue part of the spectrum, including the subset of 48 superflare stars, it is possible to calculate the flare rates.

The reason is that yet another study has suggested that waist - to - hip ratio is much more sensitive than body mass index (BMI) at predicting risk of subsequent coronary disease.

The lipid ratios evaluated for atherogenic and coronary risk indices in rats administered HPO only were remarkably higher than control.

Notably, dividend growth strategies including iShares S&P / TSX Canadian Dividend Aristocrats Index ETF are less expensive than the broader S&P / TSX Composite Index based on price - to - book and price - to equity ratios, according to Bloomberg data, and may be a good opportunity to potentially generate a boost to a portfolio's overall yield.

In fact, every top performer in this modest asset allocation class suffered losses of more than 20 % in 2008, except VWINX, which has highest Sharpe, Sortino, and Martin ratios, as well as lowest downside deviation and Ulcer Index.

Index funds tend to be more tax - efficient and have lower expense ratios than actively managed funds because they generally trade less frequently.

The move effectively makes Fidelity's index funds less expensive than Vanguard's funds, based on my analysis of expense ratios detailed on each asset manager's website, though pricing differs by share class.

How can the DFA fund produce a better return than the Vanguard fund since they represent the same index and the Vanguard has lower a lower expense ratio?

The balanced 60/40 mix and the hedge fund index did better than the S&P 500 with K - ratios of 45.86 and 58.00, respectively, but are well short of the DRS Select Composite's K - ratio of 119.23.

I've learned that ETFs track an index just like a mutual index fund does, except that in general they have lower expense ratios than mutual index funds, and better tax advantages.

So active funds typically have a higher expense ratio than a simple passive index fund.