Sentences with phrase «returns than index funds»

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?»

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.

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.

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.

Not exact matches

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.»

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 %.

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 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 yeFund (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 yefund arena and has dutifully mirrored the returns of the S&P 500 for more than 40 years.

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.

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.

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.

The most popular basket commodities fund, the PowerShares DB Commodity Index Tracking Fund (NYSEArca: DBC), has over $ 7 billion in assets under management — more than three times the assets of the iPath Dow Jones - UBS Commodity Total Return ETN (NYSEArca: DJP) and nearly six times the assets of the iShares S&P GSCI Commodity - Indexed Trust (NYSEArca: Gfund, the PowerShares DB Commodity Index Tracking Fund (NYSEArca: DBC), has over $ 7 billion in assets under management — more than three times the assets of the iPath Dow Jones - UBS Commodity Total Return ETN (NYSEArca: DJP) and nearly six times the assets of the iShares S&P GSCI Commodity - Indexed Trust (NYSEArca: GFund (NYSEArca: DBC), has over $ 7 billion in assets under management — more than three times the assets of the iPath Dow Jones - UBS Commodity Total Return ETN (NYSEArca: DJP) and nearly six times the assets of the iShares S&P GSCI Commodity - Indexed Trust (NYSEArca: GSG).

Google Finance reveals Vanguard managed market beating returns with less risk, as Vanguard's fund has a listed beta of.82, making it less volatile than the S&P 500 index.

Over the past four years, Icahn's investment funds have outperformed the S&P 500 Index, averaging returns of more than 25 % a year, a feat few hedge fund managers can claim.

ETNs are designed to deliver the total return on a broad index or individual commodity, but rather than being structured as pools of securities that the fund itself owns, they are instead unsecured bonds (notes) issued by a firm that agrees to deliver the return of the index it tracks.

In other words, most investors in actively managed mutual funds with «professional money managers» (who regularly bought and sold stocks) had worse returns than investors who stuck with unmanaged index funds.

While enhanced index funds may offer an opportunity for higher returns, they typically expose you to the risk of greater losses than their more traditional index funds.

In addition, I don't necessarily believe I can generate higher returns with individual stocks than with index funds.

The returns of these funds will be more directly linked to percentage changes in the index than percentage changes in breakeven inflation («BEI»).

Granted, if the money market fund returns lower than 8 % on average, she won't be able to beat the index, but still, the performance gap won't be that wide.

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.

Better to create a mix of low - cost stock and bond index funds that jibes with your tolerance for risk and allows you to fully participate in the financial markets» long - term gains than to opt for an investment that severely limits your upside in return for providing more protection from periodic setbacks than you really need.

As of January 30, 2014, the fund's annualized 10 - year return was indeed 1.25 % higher (8.15 % vs. 6.90 %) than that of the S&P 500 ® total return index.

That fund has, for the last five years, generated annual returns.34 % greater than S&P 500 index funds, due mostly to the higher yield.

The average annual return since 1980 is 10.4 %, better than the appropriate mix of benchmark indexes, so the managers of these funds have definitely added value.

Historically, a broadly diversified portfolio of stocks (now easily obtained with one or two index mutual funds) has usually provided much higher long - term returns than bonds or cash, but with inevitable, dramatic ups and downs (volatility) that can be very stressful.

In the future you might have to wait even longer than 4 or 5 years to see superior cumulative returns using an equal - weighted large cap index fund.

They deliver better returns than most actively managed funds due to their low costs which makes a strong case for indexing.

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?

Over the past five years, the fund, a member of the Kiplinger 25, returned an annualized 6.7 % — 2.0 percentage points per year more than Barclay's U.S. Aggregate Bond index.

I read a lot of books before I started investing three years ago, and the data clearly show that indexing usually leads to higher returns than typical mutual funds.

Over the last 10 years, the mutual fund's tracking error has amounted to a mere 0.09 % annually, and since its inception in 1999, the fund has returned 5.15 %, three basis points more than its benchmark index.

For a new investor with limited experience, investing in a low - cost index fund along with a goal - appropriate asset allocation strategy may give you a better risk - adjusted return than picking specific company stocks.

Index funds keep your fees low (so your total return ends up much better than most actively managed funds).

These multinational funds don't have long return histories, but the experts who follow them believe that combining U.S. and international real - estate investments will produce higher returns than the S&P 500 index, along with currency diversification.

Mutual funds charge annual fees regardless of the fund's performance, and the higher a fund's expense ratio, the more the mutual fund manager must outperform the market to offer investors a better return than low - cost, index - tracking funds which are not actively managed and have fewer operating expenses.

To be able to make good on that practice, an index mutual fund must hold some of its assets in cash rather than investing them, which may reduce return somewhat.

And since both types of funds — active and passive — earn market - average returns before expenses, investors who own actively managed funds typically earn 1.75 % less than those who own index funds!

2) The significantly lower costs of index funds will ensure that on average, index fund investors will have better returns than their managed mutual funds counterparts.

Large cap value funds over long periods add more than 1 % per year to returns, compared with the Standard & Poor's 500 Index SPX, +0.35 %.

But I am going to assume you are more sophisticated than that — you have money in the stock market through mutual or index funds, generally considered to average an 8 % return.

But the point is this: If returns do come in lower than in the past — which seems likely given the current low level of interest rates — the more you stick to low - cost index funds and ETFs, the better the shot that you'll have at accumulating the savings you'll need to maintain your standard of living in retirement, and the more likely your savings will last at least as long as you do.

As for the lower than expected return, it's no different from buying an index fund, say an S&P 500 fund that never lives up to its name.

You don't even need complicated science to conclude that investing in low - cost index funds is almost certain to generate higher long - term returns than investing in high - cost actively - managed mutual funds (where the managers try to beat the market by stock selection or market timing).

If you take that one stock away, my total returns would have been less than the easy returns available from an S&P 500 index fund.

I personally would not invest in single stocks with Fidelity due to the extremely high likelihood of receiving lower returns than if that money were in an index fund and the guaranteed additional fees, but Roth IRAs are the way to go and I plan to open one in the future.