Sentences with phrase «similar average equity»

And while active and passive series generally have similar average equity glide paths, active series tended to have more diversified bond exposures at the sub-asset-class level than passive ones.

Not exact matches

I highlighted the 1.08 percent average expense ratio of «similar funds,» which is 1.03 percentage points higher than Vanguard's advertised expense ratio.5 The Investment Company Institute finds an average expense ratio of 0.89 percent for actively managed equity funds, versus 0.12 percent for equity index funds, or a 0.77 percentage point difference.

I'm in a similar boat to you, 31 with almost all of my net worth is stocks (plus a cash reserve and a bit of equity in the house) and ever so slightly behind the «above average» curve (had two kids in my early 20's, wife is a stay at home housemaker / homeschooler.

The multiplier effect would be much greater if a similar voucher was used to unlock housing wealth, as the sums involved tend to be a lot higher: an average equity release is worth # 50,000 and when people downsize their home the sums are at least as much.

The average tax rates for operating purposes, such as maintenance and operations are similar across groups, but the tax rates for all school purposes, including capital, prove problematic in terms of equity.

This rule requires that the moving average of the short period (L1) of the closed equity curve must be greater than the moving average of the longer period (L2) closed equity curve.This is similar to a moving average crossover strategy based on price data in the market except that we use the moving average of the equity curve and require that it is «up» in order to take trades in the system.

Doesn't work like that ultimately, real world investment math will crush you — the average return on equity, at the v best, is similar to other asset classes (otherwise we'd all be out prospecting).

The average HELOC rate at the moment is similar to home equity rates, or around a point above 30 - year - mortgage rates.

It is similar to a home equity loan in that the life span of a HELOC is shorter than that of the average mortgage.

But that average gain of 1.2 %, coupled with similar increases in revenue per lawyer and profits per equity partner, masked some weakness in many firms» results.

The median hourly pay gap was two percent in favor of women, however.According to Apple, the average pay gap is due to more men holding senior positions at the company, and when factoring in «similar roles, markets, and performance» it has achieved pay equity.