Sentences with phrase «selling by index funds»

Some of his favorite mispricing situations that arise from forced selling and complexity are spin - offs, forced selling by index funds, forced selling by institutions, bankruptcy, and accounting frauds.

Given the substantial surge over the last several months in RDI shares held short to approximately 780K shares on May 28, I feel some RDI shares to be sold by index funds are already spoken for.

Not exact matches

Passive investing is a style that minimizes trading by tracking an index, the opposite of actively managed funds that try to beat the index by buying and selling securities frequently to generate extra return.

Emerging markets have sold off sharply since May, as highlighted by the 22 % drop in the iShares MSCI Emerging Markets Index exchange - traded fund.

In managing our index funds, however, BlackRock can not express its disapproval by selling the company's securities as long as that company remains in the relevant index.

The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Barclays, Bloomberg Finance L.P., BlackRock Index Services, LLC, BofA Merrill Lynch, Cohen & Steers Capital Management, Inc., European Public Real Estate Association («EPRA ®»), FTSE International Limited («FTSE»), India Index Services & Products Limited, Interactive Data, JPMorgan Chase & Co., Japan Exchange Group, MSCI Inc., Markit Indices Limited, Morningstar, Inc., The NASDAQ OMX Group, Inc., National Association of Real Estate Investment Trusts («NAREIT»), New York Stock Exchange, Inc., Russell or S&P Dow Jones Indices LLC.

The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Barclays, Bloomberg Finance L.P., BlackRock Index Services, LLC, Cohen & Steers Capital Management, Inc., European Public Real Estate Association («EPRA ®»), FTSE International Limited («FTSE»), ICE Data Services, LLC, India Index Services & Products Limited, JPMorgan Chase & Co., Japan Exchange Group, MSCI Inc., Markit Indices Limited, Morningstar, Inc., The NASDAQ OMX Group, Inc., National Association of Real Estate Investment Trusts («NAREIT»), New York Stock Exchange, Inc., Russell or S&P Dow Jones Indices LLC.

An iShares fund is not sponsored, endorsed, issued, sold or promoted by the provider of the index which a particular iShares fund seeks to track.

In 1997, he also began to manage an International portfolio, achieving leading positions in the market of foreign funds sold in Spain, with an accumulated yield from January 1998 to September 2014 of 437.5 % (10.58 % Annual Average Return) versus 2.9 % obtained by the reference index, the MSCI World Iindex, the MSCI World IndexIndex.

By investing in a broadly - diversified portfolio, like a total market index fund, investors can sell stocks or mutual funds to create income, benefiting from both dividends and growth.

The iShares Funds are not sponsored, endorsed, issued, sold or promoted by JPMorgan Chase & Co., MSCI Inc., Markit Indices Limted or S&P Dow Jones Indices LLC.

The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Cohen & Steers Capital Management, Inc., European Public Real Estate Association («EPRA ®»), FTSE International Limited («FTSE»), India Index Services & Products Limited, JPMorgan Chase & Co., MSCI Inc., Markit Indices Limited, Morningstar, Inc., The NASDAQ OMX Group, Inc., National Association of Real Estate Investment Trusts («NAREIT»), New York Stock Exchange, Inc., Russell Investment Group or S&P Dow Jones Indices LLC, nor are they sponsored, endorsed or issued by Barclays Capital, Inc..

Event hedge funds track the changes and seek to profit from expected buying and selling by the giant index funds.

The Hartford World Bond Fund is not sponsored, endorsed, sold or promoted by Citi Index, and Citi Index makes no representation regarding the advisability of investing in such fFund is not sponsored, endorsed, sold or promoted by Citi Index, and Citi Index makes no representation regarding the advisability of investing in such fundfund.

You may also be able to lower the tax tab on gains from investments held in taxable accounts by investing in stock index funds and tax - managed funds that that generate much of their return in the form of unrealized long - term capital gains, which go untaxed until you sell and then are taxed at generally lower long - term capital gains rates.

This can all be done in just a few trades, moving some FCNTX to a new S&P 500 index fund in her 401 (k), moving my international fund of funds exposure to an international index fund that I already own, and re-balancing OAKLX after the sale in Step 3 by selling some VFINX in a combination of my wife and my IRA accounts.

The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Markit Indices Limited, nor does this company make any representation regarding the advisability of investing in the Funds.

The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Market Indices Limited, nor does this company make any representation regarding the advisability of investing in the Funds.

By their very nature, traditional index funds tend to have low turnover: they only buy and sell stocks when they're removed from the index.

By contrast, smart beta funds with a lot of rules may see a greater number of companies moving in and out of the indexes, which can translate into more buying and selling, and more taxable capital gains for investors.

The vast majority of bond index funds sell them before maturity because major bond indexes provided by BarCap (ex-Lehman) all have minimum maturity clauses, forcing them to sell the bonds early in order to track the index properly.

Hartford World Bond Fund is not sponsored, endorsed, sold or promoted by Citi Index, and Citi Index makes no representation regarding the advisability of investing in such fFund is not sponsored, endorsed, sold or promoted by Citi Index, and Citi Index makes no representation regarding the advisability of investing in such fundfund.

In the case of these RBC index funds, however, you would not have received a T3, because all of the gains — which came via futures contracts, not actual dividends or stocks being sold at a profit — were offset by previous losses.

And even if active managers come in and try to sell these companies short, they may be thwarted by yet another rush of flows into indexed funds.

The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Barclays, Bloomberg Finance L.P., or Markit Indices Limited.

If you're interested solely in investment returns for funds minus guns, the Sustainalytics research found that total returns of the five companies in the FTSE Global All Cap index that produce or sell assault weapons to civilian customers — including Sturm Ruger, American Outdoor, Vista Outdoor and Dick's Sporting Goods — delivered three - year returns that trailed the market by 15 to 17 percentage points, showing that «the financial performance of firearms companies is far from bulletproof.

The funds are not sponsored, endorsed, sold or promoted by S&P Dow Jones Indices LLC, Dow Jones, S&P, any of their respective affiliates (collectively known as «S&P Dow Jones Indices») or TSX, or any of their respective affiliates.

«More than 20 % by index weight of S&P and MSCI sector based funds will need to be sold.»

In truth, the best way to build a portfolio is through the lowest cost index funds possible, that are managed for total return, and then create your own dividend by selling a portion of your portfolio to meet whatever income need you have.

Annuities are pushed hard by financial advisers since they make much more on them than selling index funds.

Essentially, hedge fund managers and other active traders can buy individual bonds that they like and then hedge their overall bond market exposure by short sell ¬ ing an index - based ETF.

They must be rebalanced periodically by buying and selling shares to bring the fund into compliance with the index, and they will incur trading expenses similar to capitalized - weighted indices.

A unique major liquidity opportunity for buyers is being presented over the next week as substantial RDI shares (approx 1.3 million) are to be sold by Russell index funds.

However, this amount is dwarfed by the estimated 1.3 million or more RDI shares held by index funds connected to the Russell 2000 index that must be sold.

These mutual funds and exchange traded funds such as First Trust US IPO Index Fund (Symbol: FPX), Direxion Long / Short Global IPO Fund (DXIIX), IPO Plus Fund by Renaissance Capital (IPOSX), and others like it are some of those very same institutional clients that the investment bankers work directly with and sell shares to before they are ever available on the open market and to individual investors.

By contrast, the minimum investment in the international small - cap index mutual fund at Vanguard is $ 3,000, the expense ratio is 0.63 %, and there's a 0.75 % fee to buy or sell shares.

The TD Canadian Index Fund are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, TSX, any of their respective affiliates (collectively, «S&P Dow Jones Indices»).

The position amounts to less than 1 % of assets, and most of the day - to - day fluctuation in the Fund tends to be attributable to differences in the performance of the stocks held by the Fund and the indices we use to hedge, but we expect the higher - strike put options to fortify our defense against the risk of indiscriminate selling should the market encounter more than a moderate amount of weakness.

-- Currently, forced selling by investors, institutions, and index funds liquidating their newly acquired shares is exerting significant downward pressure on the stock.

Dividends paid by the companies in the index are reflected in the fund's return, but all of the growth is characterized as capital gains and deferred until the fund is sold.

They seek to minimize capital gains by exchanging those stock that are being sold out of the index for those funds that are being added to the index.

Investors who buy index mutual funds through brokers are paying a steep «broker penalty» by being sold funds with much higher operating expense fees even before adding the distribution fees related to the cost of using the broker, according to a major new study by the Zero Alpha Group (ZAG) and Fund Democracy.

The iShares Funds are not sponsored, endorsed, issued, sold or promoted by Cohen & Steers Capital Management, Inc., European Public Real Estate Association («EPRA ®»), FTSE International Limited («FTSE»), India Index Services & Products Limited, JPMorgan Chase & Co., MSCI Inc., Markit Indices Limited, Morningstar, Inc., The NASDAQ OMX Group, Inc., National Association of Real Estate Investment Trusts («NAREIT»), New York Stock Exchange, Inc., Russell Investment Group or S&P Dow Jones Indices LLC, nor are they sponsored, endorsed or issued by Barclays Capital, Inc..

Excess return is far harder to achieve than the «additional» return gained by simply investing in low - cost and low - tax index funds or similar vehicles, and once invested, by avoiding emotional mistakes like panic selling and chasing performance.

The bottom line for investors: The extra operating costs paid over time for broker - sold load index funds are triple those paid by investors in true no - load mutual funds.

Traders may be able to front - run a smaller index by anticipating which bonds large bond funds would buy and sell.

Products are not sponsored, endorsed, sold or promoted by any of the Index providers, and the Index providers make no representation regarding the advisability of investing in these PowerShares ® Funds.

Units / Shares of the PowerShares ® Funds and of the underlying PowerShares ETFs are not in any way sponsored, endorsed, sold or promoted by any of the PowerShares ® Funds» or PowerShares ETFs» underlying Index providers or their affiliates, and these companies make no representation or warranty, express or implied, as to the results to be obtained from the use of the Index.

In 1997, he also began to manage an International portfolio, achieving leading positions in the market of foreign funds sold in Spain, with an accumulated yield from January 1998 to September 2014 of 437.5 % (10.58 % Annual Average Return) versus 2.9 % obtained by the reference index, the MSCI World Iindex, the MSCI World IndexIndex.

By selling their relatively high - cost, actively managed mutual funds, he was able to take advantage of the zero percent capital gains rate while also getting them into lower cost index funds for the future, which typically generate lower capital gains distributions, he says.