Sentences with phrase «returns than index»

What needs to be demonstrated is whether the 50 % bond, 50 % hand - picked - stock portfolio the advisor is proposing has had greater returns than an index fund portfolio with the same level of risk.

Additionally, the majority of active managers have shown the ability to achieve even stronger returns than the Index.

They said they had mutual funds with lower MERs than that, and higher returns than the index funds, so why didn't they have a wealth management specialist call me?»

Last year, for example, when the Standard & Poor's 500 - stock index posted a paltry total return of 1.4 % with dividends included, 66 % of «actively managed» large - company stock funds posted smaller returns than the index, according to the latest SPIVA U.S. Scorecard released Wednesday by S&P Dow Jones Indices.

The debate, in a nutshell, goes something like this: Why pay higher fees for an actively managed fund that has a shot at posting much bigger returns than the index it's measured against but which also runs the risk of posting smaller returns, when you can buy a low - cost index fund, such as those that track the performance of the S&P 500 index, which pretty much guarantees that your returns will be in line with the index?

These ETFs combine all of the benefits of active management, including the potential to generate better risk / adjusted returns than index strategies, coupled with the unique benefits of ETF investing, including low management fees and intra-day liquidity.

This is because the lower valuations of companies leaving the S&P 500 make them undervalued, and generate better total returns than the index in the future.

No, a recent NerdWallet Investing study found that though actively managed funds earned 0.12 % higher annual returns than index funds on average, because they charged higher fees, investors were left with 0.80 % lower returns.

So it's simply not true to say that actively managed funds have no chance of earning higher returns than index funds over the long term.

This is because the lower valuations of companies leaving the S&P 500 make them undervalued, and generate better total returns than the index in the future.

Vanguard Group founder Jack Bogle says the biggest problem with ETFs isn't that they will cause a market crash, but lead investors to worse market returns than index funds.

Authors of The Fundamental Index: A Better Way to Invest, they found that building indexes based purely on market cap produced worse returns than indexes based on other measures.

For example, instead of buying all the stocks in the S&P 500, a quant fund manager might select a limited number - perhaps 250 - that the research team indicates will provide a higher return than the index as a whole.

In contrast, enhanced index funds can weight undervalued stocks more heavily, include a larger proportion of securities in higher - performing sectors, or use other investment strategies to try and achieve a better return than the index it tracks.

I'm a value investor, and generally, over the past fourteen years, my value investing has enabled me to earn superior returns than the indexes.

Since the low - risk portfolio already has a higher long - term return than the index does, leverage increases that return even more.

I am willing to pay a small premium overall for an anticipated higher return than an index I hold little understanding of.

In the long term, since there is more risk in long - duration bonds, you should expect indices with long durations to generate a higher total return than indices with a short duration.

With this little adjustment, a fund manager can produce a higher return than the index and command a higher fee for active management.

At the end of the day, the indexes are only a weighted average of the stocks that compose it, and mathematically there will always be stocks with a higher return than the index, but do not forget it: there will also be as many shares with a return much poorer than the selective (and non-selective) index.

While a value portfolio might not beat the high flying index, if it does not fall as far in the poor years, it may still be a better return than the index overall, as it does not have as far to climb to recover losses.

According to MSCI (PDF), which provides indexes for over 6,000 pension and investment funds, investing in a market index free from fossil fuels would generate a higher return than an index that included fossil fuels.

Not exact matches

Since the beginning of 2008, the Russell 3000 growth index outperformed its value counterpart by more than 70 percentage points, returning 10.3 % annually, compared with 7 % for value stocks.

He's still dead set on sweeping equity declines totaling more than 60 % — a plunge he says will erase the excess total return of the S&P 500 index dating all the way back to October 1997.

That's better than both the S&P 500 and the S&P / TSX composite index's returns.

An investor who panicked and only later re-entered the market would have found that his bank account at the end of the bet was a lot smaller than a hypothetical account in which he earned the index - fund returns for the whole period.»

Broader green bond indices, usually an assortment of companies and sectors often unrelated to renewable energy generation, have seen lacklustre returns, much lower than those of appropriately - defined indices.

Designed to return the inverse of the Cboe Volatility Index, or VIX, the fund was blamed for exacerbating the stock market's drop of more than 10 %.

Of the 373 stocks whose prices rose, 265 (or 53 %) went up more than 10 %, while 157 (or 31 %) rose 20 % or more — meaning they more than doubled the broader index's return.

So index investing, which simply seeks to achieve market returns, is actually more effective than most active management strategies.

My reasoning: Return would be lower than Dividend Investing above because index funds need to hold stocks yielding 1 and 2 % as well as those yielding > 3 %.

The return an investor receives on his or her share of a home would depend on the home's value change according to its house - specific index rather than the selling price of the home.

Comprising more than 20 % of the S&P 500 Index this year based on market capitalization, the Technology sector frequently drives the index's performance, and has generated roughly 150 % of the returns of any other single sector in Index this year based on market capitalization, the Technology sector frequently drives the index's performance, and has generated roughly 150 % of the returns of any other single sector in index's performance, and has generated roughly 150 % of the returns of any other single sector in 2017.

The Vanguard 500 Index Fund (NASDAQMUTFUND: VFINX) pioneered the index - fund arena and has dutifully mirrored the returns of the S&P 500 for more than 40 yIndex Fund (NASDAQMUTFUND: VFINX) pioneered the index - fund arena and has dutifully mirrored the returns of the S&P 500 for more than 40 yindex - fund arena and has dutifully mirrored the returns of the S&P 500 for more than 40 years.

It does this by using a derivative called a «swap» to earn the return of the index rather than buying the stocks directly.

A report put out in early 2013 by the accounting firm Rothstein Kass indicated that between January 2012 and September 2012, an index of 67 hedge funds owned or managed by women had a return of 8.95 percent — significantly more than the 2.69 percent return generated by an index «designed to be representative of the overall composition of the hedge fund universe.»

According to the complaint, an index fund - based suite of target - date funds offered by Fidelity Investments yielded, on average, more than 4.5 times the returns of the suite of Intel TDPs.

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.

As I shared with you in January, emerging Europe countries, as measured by the MSCI EM Europe 10/40 Index, finished last year up more than 20 percent, and so far in 2018, they've returned 1.17 percent, compared to the S&P 500 Index, which is down more than 3 percent.

The 15 - yr annualized return for the S&P 500 Index, including dividends, is less than 5 %.

For example, a risk index of 1.30 for a fund indicates that it is 30 % more volatile than the typical fund in its category and should therefore have a higher return than average.

When the sentiment index is more than one standard deviation above (below) its historical average, monthly returns average -0.34 % (+1.18 %) for the value - weighted market and -0.41 % (2.75 %) percentage points for the equal - weighted market.

The higher return that you gain when you are trading using the IG index platform make it a lot easier to make money than what it is using other platforms with a lower return.

We found that the VC funds larger than $ 400 million in Kauffman's portfolio generally failed to provide attractive returns: Just four out of 30 outperformed a publicly traded small - cap index fund.

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.

Growth stocks lead Value as Technology stocks were a significant driver of returns, accounting for more than 40 % of the S&P 500 Index gains in Q1.

YTD, his Crisis Investment Opportunities newsletter has more than tripled the yield of the US S&P 500 after also returning positive yields last year, at a time in which the HUI gold bugs index declined by more than 50 % from January 2015 to January 2016.

However, volatility returned in a big way on Friday as the major indexes plunged more than 2 %.

Or because the manager's performance is compared to the benchmark index, is there an incentive for the manager to avoid producing returns lower than the index?