Sentences with phrase «similar asset class exposure»

They all have very similar asset class exposure and are all more small cap and value oriented than the Vanguard Small Cap Value Fund (VISVX).

Not exact matches

At its most basic level, tax - loss harvesting is selling a security that has experienced a loss — and then immediately buying a correlated asset (one that provides similar exposure, ideally in the same asset class) to replace it.

In assessing the impairment, the analysis of the broader situation may include information from news reports, on - site personnel and trends in market indices such as Case - Schiller for house - price impacts or publically - traded debt or security instruments with similar risk exposure to the impacted area or asset class.