Sentences with phrase «return funds to the investors due»

Not exact matches

While investors may look at PPSC as simply a high - beta play on the S&P 600, remember that the fund rebalances its exposure daily, meaning that over longer holding periods, it may deviate from expected returns due to compounding effects.

Exchange - Traded Funds Leveraged ETFs: Multiplying by the Unknown The returns realized by an investor will be below what these ETFs» names suggest due to the decay in realized leverage over time.

On surface, this may cause concerns to some investors if the fund is only judged by its return because OAKBX could appear to be lagging S&P 500 Index due to the value approach and the large investment in fixed income equities.

Furthermore, most investors don't earn the same returns as the market, due to a combination of fees (commissions, mutual fund MERs and portfolio management fees) and poor market timing (buying high and selling low).

That means all the bonds in the fund will come due in the same year, and once they're redeemed, the fund will be liquidated and all the money returned to investors.

More investors suffer big losses in returns due to a lack of discipline, asset allocation, and not being in high quality funds for longer than 5 years.

Hedge Fund Solutions, which produces The Official Activist Investing Blog, recently announced the launch of a new investment research product, Catalyst Investment Research, which is «dedicated to uncovering undervalued publicly traded companies that could have the potential to generate outsized returns due to an activist investor's involvement.»

In fact, the investor lost out in over $ 16,000 of potential returns in the other two funds due to the high loads and fees.

Many studies have shown that investors don't earn anywhere near market returns due to two reasons: expenses (the many layers of financial help we pay for) and emotions (selling GICs to buy mutual funds that could make you 15 % in your example).

The most common due diligence process is one that provides a list of metrics, including — but not limited to — expense ratio, excess return, and assets under management, and then requires investors to pick through those metrics to determine whether the index fund is any good.

The dealers will also need to show investment returns, something that is difficult for investors to calculate on their own due to dividend and interest payments, fund distributions and cash flows in and out of accounts.

This favours investors with a high sum assured, and low initial charges, promising higher returns due to investment in funds.

J.J.Smith: Institutional investors, including sovereign wealth funds and pension funds, remain interested in the student housing sector due to their ability to achieve higher returns than they otherwise would through conventional multifamily housing — provided they're able to find the right opportunities in the right markets with operators who understand the nuances of the business.