Sentences with phrase «respective indices»

INDEX DESCRIPTIONS: The following descriptions, while believed to be accurate, are in some cases abbreviated versions of more detailed or comprehensive definitions available from the sponsors or originators of the respective indices.

They all follow their respective indexes very closely and are very liquid (which lowers the bid / ask spread), tax efficient and low in annual fees.

Isn't it interesting to think that with all the praise over index fund investing, you are automatically underperforming your respective index?

Only 8 % of actively managed U.S. equity funds outperformed the S&P 500 in Canadian dollar terms, while less than 5 % of actively managed International equity funds outperformed their respective index return.

The annual rate of decline accelerated for the third month running to a severe pace, with the respective index at its fourth - lowest level in eight - and - a-half years of data collection.

On average, only 20 % of actively managed funds will beat their respective index — and typically by a small percentage.

The past two years, during which most of our Funds have underperformed their respective indexes, have been difficult, and the first week of 2016 wasn't any better.

However, foreign equity markets performed well in 2013 and so did our Funds, despite some relative weakness in the fourth quarter versus the respective indices.

Each covers the full expanse of stocks and sectors that are constituents in their respective indexes.

Typically, passive funds own most of the same securities, and in the same weightings, as their respective indexes.

I am amazed how practically all their funds beat their respective indexes by wide margins.

Instead of holding the individual stocks in their respective indexes as before, the three mutual funds will now simply hold one or more BMO ETFs in the same asset classes.

These ETFs are long - lasting and popular implementations of their respective indices.

Even the index funds offered by HDFC Mutual Fund have beaten their respective indices, Nifty and Sensex.

The only way to prove this is for us to wait the 5 - years and see how well your «picks» from post # 5 do, compared to their respective indexes, between today (April 9th, 2010) and 5 years form now (April 9th, 2014).

What's remarkable is that the three equity funds I listed above have all easily outperformed their respective index for the past 3 years (and beyond!)

For narrow ETF categories, or even country - specific products that have relatively small amounts of assets and are thinly traded, ETF liquidity could dry up in severe market conditions, so you may wish to steer clear of ETFs that track thinly traded markets or have very few underlying securities or small market caps in the respective index.

The challenge for the architect of a bond ETF is to ensure that it closely tracks its respective index in a cost - effective manner, despite the lack of liquidity in the bond market.

I downloaded the latest (June 2015) scorecards for U.S., Canadian, European and Australian actively managed funds vs their respective indices to examine the data for myself, a summary of which is below.

Only 8 % of actively managed U.S. equity funds outperformed the S&P 500 in Canadian dollar terms, while less than 5 % of actively managed International equity funds outperformed their respective index return.

Exhibit 2 shows the historical outstanding par amounts in the respective indices, showing an increase to INR 48 trillion from INR 21 trillion for government bonds and to INR 6 trillion from INR 4 trillion for corporate bonds from November 2008 to Jan. 1, 2015.

The return of the respective index is considered to be zero alpha, so any excess over the index is considered positive investor alpha.

Generally speaking, the actively managed funds I own have performed well compared to their respective index since I've owned them.

It's not easy making a choice between the other ETFs because the holdings are wildly different owing to the different stock selection criteria their respective indices employ.

As pointed out in Part I, most active managers do not outperform their respective index either.

The performance of an Index fund is expected to be lower than the performance of its respective index.

Each fund will attempt to replicate the performance of its respective index, before expenses, by normally investing at least 80 % of its assets in securities included in the index, the firm says.

Because — due to the high costs of active management — the majority of actively managed funds fail to outperform their respective indexes.

The investments included in a given index are generally published openly, thereby making it easy for an index fund to track its respective index.

The goal of most actively managed funds is to earn a return greater than that of their respective indexes.

Though contributions have stopped now for a while, when they were going I would stop by anytime I thought about it to see if I had enough to move around in to their respective indexes.

Conventional, Government, Conforming, and Jumbo MCAIs are constructed using the same methodology as the Total MCAI and are designed to show relative credit risk / availability for their respective index.

«Some research by National Bank Financial highlights the ETFs that are doing the best job of tracking their respective indexes.

As a client paying for full - service advice, you're looking for investments to do better than their respective index, otherwise you could seriously reduce your fees by investing in index funds or ETFs and also get better returns in the process.

Atlanta, Dallas, Detroit and Minneapolis posted their highest annual gains since the start of their respective indices.