Sentences with phrase «risk than the large cap»

As smaller companies, they are more likely to grow, but carry a greater percentage of risk than the large cap funds.

These funds will look for very high growth rates and in doing so will tend to take on much more risk than a large cap fund.

Not exact matches

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.

the market capitalization spectrum (small - cap stocks tend to have greater risk - return profiles than larger, more established companies);

The yearly return figures illustrate the higher risk of foreign and smaller firm stocks — small - cap stocks had more yearly losses than did large - cap stocks, and the losses for both international stocks and small - company stocks can be larger than for large - cap stocks.

Back then, there were junior gold and silver mining companies that were a fraction of the market cap of their much larger - cap mining peers that had much stronger management, had managed geopolitical risk in a superior manner, and had streamlined operations to a far greater degree than their larger - cap peers that were not huge risks.

Small cap securities can have greater risk and volatility than large - cap securities.

Small caps carry greater risk, but also more upside potential than large caps.

As measured by the Sharpe and Sortino ratios, the fund had slightly better risk - adjusted performance than VIG but lower than that of IVW, both large - cap growth ETFs.

Larger companies are usually seen as safer investments than mid - and small - cap companies, though all stocks carry a certain level of risk.

The above data show that small - cap growth stocks have indeed provided higher risk - adjusted returns than large - cap equities did.

Because USMV's market - like returns have come with less risk, its risk - adjusted returns (a measure of how much risk is involved in generating a security's return) have been better than 99 % of large - cap domestic equity mutual funds and ETFs since its inception.2

This new ETF from iShares will track the MSCI US Risk Weighted Index, which includes more than 600 medium to large cap securities with lower risk ratiRisk Weighted Index, which includes more than 600 medium to large cap securities with lower risk ratirisk ratings.

In the long run, small - cap stocks have generated higher returns than large - cap stocks; however, the extra return is not free since they have higher risk.

A large - cap stock portfolio would have higher returns than a mix of small - cap stocks and risk - free assets designed to have the same volatility.

According to Zerhusen, mid-cap stocks can offer greater access to management than large - cap stocks while carrying lower risk than small cap stocks.

A traditional large cap value fund that focuses on investing in high quality, undervalued companies believed to be in out - of - favor industries with less downside risk than the overall market.

Have said that for 5 - 10 year, if you can take little risk balance fund / large cap may fetch better return than debit fund post tax.

Investments in mid - and small - cap companies typically have higher risk characteristics than large cap stocks and may be subject to greater price fluctuations than large - cap stocks.

In addition, while mid-caps had more risk than large - caps, investors have been rewarded with a higher return over the same period.

For the goals having a horizon of more than 3 years choose from the Equity fund categories of Multi Cap, Mid Cap, Large Cap etc. based on your risk appetite.

So for large cap equities, we're looking at 2.7 % more return than a risk free investment.

Dear Rajni, The mid-cap or small oriented funds have higher risk profile than the Large cap oriented funds.

• Small cap securities can have greater risk and volatility than large - cap securities.

The principal risks of investing in the Funds are: stock market risk (stocks fluctuate in response to the activities of individual companies and to general stock market and economic conditions), stock selection risk (Fenimore utilizes a value approach to stock selection and there is risk that the stocks selected may not realize their intrinsic value, or their price may go down over time), and small - cap risk (prices of small - cap companies can fluctuate more than the stocks of larger companies and may not correspond to changes in the stock market in general).

Though large cap funds still hold some risk as an investment, they are seen as less risky than a mid or small cap fund.

What I do follow is investing in a mid-small cap fund if I am looking to lock money for atleast 10 years, a large - cap fund for more than 5 and less than 10 years and in case I might need funds earlier, I lock it up in Balanced funds to reduce the risk of equities.

The LibertyQ U.S. Large Cap Equity Index utilizes a multi-factor selection process that is designed to select equity securities from the Russell 1000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 1000 ® Index over the long term.

Small - cap securities can have greater risk and volatility than large - cap securities.

Investing in small - cap and mid-cap securities may have special risks, including wider variations in earnings and business prospects than larger, more established companies.

As a general rule, small - cap companies offer investors more room for growth but also confer greater risk and volatility than large - cap companies, which have market capitalization of $ 10 billion or greater.

Small - cap companies have a higher risk of default (complete loss) than larger companies.

Small caps are often considered to offer more growth potential than large caps and mid caps but with more risk.

Large caps tend to be well - established companies, so their stocks typically entail less risk than smaller caps, but large caps also offer less potential for dramatic grLarge caps tend to be well - established companies, so their stocks typically entail less risk than smaller caps, but large caps also offer less potential for dramatic grlarge caps also offer less potential for dramatic growth.

· This is an equity oriented fund, where more than 80 percent of the investment is made in large cap funds, which shows that the risk involved here is not high.

(It should be noted that the large cap Defined Risk Strategy uses an equal - weighted sector approach to its long positions, rather than the capitalization - weighted methodology of the S&P 500.

Investing in small - company stocks poses special risks, such as limited information on which to base investment decisions, and historically greater share - price volatility than larger - cap stocks have experienced.

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