Sentences with phrase «same equity index fund»

There are other factors at play, including property taxes, repairs and other «drags» that renters don't have, not to mention the opportunity cost of the down payment itself invested in the same equity index fund that you use to make the case for a 30 year mortgage payment example.

Not exact matches

«The market is fragmented and inefficient, and traditional indexes are poorly designed,» he said, but he added that higher - fee active bond funds run into the same problem as active equity funds.

Case in point: By their titles, one would expect Mutual of America Institutional Funds, Inc.: Mid-Cap Equity Index Fund (MAMQX) and Fidelity Salem Street Trust: Spartan Mid Cap Index Fund (FSMDX) to track the same iIndex Fund (MAMQX) and Fidelity Salem Street Trust: Spartan Mid Cap Index Fund (FSMDX) to track the same iIndex Fund (FSMDX) to track the same indexindex.

Coming from a background analysing non-equity funds with much lower volatility, someone who can outperform an equity index with significantly less vol appeals much more than the same outperformance but with greater than index volatility.

If you want to maintain the same equity exposure (to allow for a rebound) as you had inside the fund, simply sell the fund and purchase low - cost index funds / ETFs that approximate the fund's composition.

The basic concepts are the same: broad diversification, using index funds with low cost, occasional rebalancing between equities (for growth), and fixed income (for ballast - stability).