Sentences with phrase «small cap core»

The Hartford Emerging Markets Research Fund is now Hartford Emerging Markets Equity Fund (HERAX) while The Hartford Small / Mid Cap Equity Fund has become Hartford Small Cap Core Fund (HSMAX).

We have seen early Q2 positive net sales in Kaufmann Small Cap Fund, $ 95 million; MDT Small Cap Core, $ 55 million; MDT Small Cap Growth, $ 17 million; and MDT Balanced Fund with almost $ 10 million.

In domestic small cap core funds, the chance is about 1 in 7 over a five year period.

For international small cap core, though, the chance is 1 in 2 and that's despite the generally high expenses that the average fund carries.

In sum, the PNC Multi-Factor Small Cap Core Fund significantly outperformed its reference ETF portfolios only over a relatively short period of time in its history.

These are: Impact Small Cap Core Portfolio - ESG, Impact International ADR Portfolio - ESG, and Impact Emerging Markets ADR Portfolio - ESG.

Not exact matches

Core International Fidelity ® International Enhanced Index Fund (FIENX) Fidelity ® International Capital Appreciation Fund (FIVFX) Fidelity ® Total International Equity Fund (FTIEX) Fidelity ® International Discovery Fund (FIGRX) Fidelity ® Diversified International Fund (FDIVX) Fidelity ® Overseas Fund (FOSFX) Fidelity ® International Growth Fund (FIGFX) Fidelity ® International Value Fund (FIVLX) Fidelity ® International Small Cap Fund (FISMX) Fidelity ® International Small Cap Opportunities Fund (FSCOX)

In 2017, the Vanguard Small - Cap ETF (VB), which charges a 0.06 % expense ratio, rose 16 %, outperforming the 13 % total return for peer iShares Core S&P Small Cap (IJR).

Joseph G. MacDougall, CFA, is an investment officer and institutional equity portfolio manager at MFS Investment Management ® (MFS ®), working directly on the firm's mid and small cap value and large cap core equity portfolios.

The iShares Core S&P Small - Cap ETF (NYSE: IJR), one of the largest exchange traded funds tracking the S&P SmallCap 600 has large finacial services and technology exposure.

The top 25 mutual funds according to Kiplinget.com as of September 30, 2009 are: FUND NAME SYMBOL Baron Small Cap BSCFX CGM Focus CGMFX Dodge & Cox Stock DODGX Fairholme Fund FAIRX FBR Focus FBRVX Fidelity Contrafund FCNTX Fidelity Low - Priced Stock FLPSX FPA Crescent FPACX Longleaf Partners LLPFX Pimco CommodityRealRet Strat D PCRDX Selected American Shares S SLASX T. Rowe Price Equity Income PRFDX T. Rowe Price Mid-Cap Growth RPMGX T. Rowe Price Small - Cap Value PRSVX Vanguard Primecap Core VPCCX Vanguard Selected Value VASVX Artio International Equity II A JETAX Dodge & Cox Intl Stock DODFX Marisco Global MGLBX T. Rowe Price Emg Mkts Stock PRMSX Dodge & Cox Income DODIX Fidelity Intermediate Municipal Income FLTMX Harbor Bond Institutional HABDX Loomis Sayles Bond LSBRX Vanguard Infl - Protected Secs VIPSX These mutual funds cover a wide variety of assets.

Mammen Chally, CFA, Senior Managing Director and Equity Portfolio Manager, is a Portfolio Manager for the Hartford Core Equity Fund, Hartford Small Cap Growth Fund, and Hartford Small Company Fund.

Therefore it can make sense to follow a «core and explore» approach where you cover off at least some of your core needs (like U.S. large - cap stocks) with ETFs, then go for active mutual funds for some of the more specialized asset categories (like small - cap stocks).

The iShares Core MSCI EAFE IMI Index ETF (XEF) provides exposure to developed markets, with a broad mix of large - cap, mid-cap and small - cap stocks.

So, equally weighted large caps at the core with large cap pure style weighted indices, both growth and value, can give more of performance usually generated by a separate small cap allocation.

My core is in index funds, but weighted more toward value and small - to - mid caps than a strict market capitalization approach.

As an index covering small - cap value stocks, VSIAX makes an ideal core position paired alongside a U.S. small - cap growth fund or as a way to overweight value stocks.

Compare Putnam funds in FundVisualizer: Select a Putnam fund to compare Putnam Growth Opportunities Fund Putnam Pennsylvania Tax Exempt Income Fund Putnam Putnam PanAgora Risk Parity Fund Putnam Global Sector Fund Putnam Putnam PanAgora Managed Futures Strategy Putnam Multi-Cap Core Fund Putnam Putnam PanAgora Market Neutral Fund Putnam Capital Spectrum Fund Putnam Global Equity Fund Putnam Equity Spectrum Fund Putnam George Putnam Balanced Fund Putnam Global Income Trust Putnam Global Health Care Fund Putnam Short Duration Income Fund Putnam Dynamic Risk Allocation Fund Putnam High Yield Fund Putnam Floating Rate Income Fund Putnam Sustainable Leaders Fund Putnam New Jersey Tax Exempt Income Fund Putnam RetirementReady 2060 Fund Putnam Multi-Asset Absolute Return Fund Putnam Government Money Market Fund (A Shares) Putnam Equity Income Fund Putnam Europe Equity Fund Putnam Dynamic Asset Allocation Conservative Fund Putnam RetirementReady 2055 Fund Putnam Dynamic Asset Allocation Balanced Fund Putnam New York Tax Exempt Income Fund Putnam Dynamic Asset Allocation Growth Fund Putnam Retirement Income Fund Lifestyle 1 Putnam Ohio Tax Exempt Income Fund Putnam International Equity Fund Putnam Small Cap Value Fund Putnam Massachusetts Tax Exempt Income Fund Putnam Diversified Income Trust Putnam Convertible Securities Fund Putnam California Tax Exempt Income Fund Putnam Global Financials Fund Putnam Small Cap Growth Fund Putnam Global Consumer Fund Putnam International Capital Opportunities Fund Putnam International Value Fund Putnam Global Telecommunications Fund Putnam Global Natural Resources Fund Putnam Money Market Fund (A Shares) Putnam Global Technology Fund Putnam Global Industrials Fund Putnam Tax - Free High Yield Fund Putnam Capital Opportunities Fund Putnam Global Utilities Fund Putnam Research Fund Putnam Minnesota Tax Exempt Income Fund Putnam Mortgage Securities Fund Putnam Fixed Income Absolute Return Fund Putnam AMT - Free Municipal Fund Putnam Absolute Return 100 Fund Putnam Short - Term Municipal Income Fund Putnam RetirementReady 2030 Fund Putnam International Growth Fund Putnam RetirementReady 2045 Fund Putnam Intermediate - Term Municipal Income Fund Putnam Tax Exempt Income Fund Putnam RetirementReady 2050 Fund Putnam Income Fund Putnam Sustainable Future Fund Putnam Emerging Markets Income Fund Putnam Emerging Markets Equity Fund Putnam Investors Fund Putnam RetirementReady 2020 Fund Putnam RetirementReady 2025 Fund Putnam RetirementReady 2035 Fund Putnam RetirementReady 2040 Fund

That portfolio could include a great value style global mutual fund such as DFA Global Equity Portfolio F (MER 0.55 %), a great dividend mutual fund such as Purpose Core Dividend Fund (MER 0.55 %), a great global bond fund such as PIMCO Income Fund Class D (MER: 0.79 %), a great global small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.9small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.95 cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.9Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.95 Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.95 cap fund such as EdgePoint Global Portfolio Series F (MER 0.95 %).

Not surprisingly, the fund's equivalent position with the highest average weight was in the iShares Core S&P Small - Cap ETF (IJR; average weight of 20.8 %).

Core International Fidelity ® International Enhanced Index Fund (FIENX) Fidelity ® International Capital Appreciation Fund (FIVFX) Fidelity ® Total International Equity Fund (FTIEX) Fidelity ® International Discovery Fund (FIGRX) Fidelity ® Diversified International Fund (FDIVX) Fidelity ® Overseas Fund (FOSFX) Fidelity ® International Growth Fund (FIGFX) Fidelity ® International Value Fund (FIVLX) Fidelity ® International Small Cap Fund (FISMX) Fidelity ® International Small Cap Opportunities Fund (FSCOX)

Listed in order of assets under management and including Lipper categorization, the Funds are: Parnassus Equity Income Fund (Equity Income), Parnassus Fund (Multi-Cap Core), Parnassus Small - Cap (Small - Cap Value), Parnassus Workplace Fund (Multi-Cap Core), Parnassus Mid-Cap Fund (Multi-Cap Core).

Today, Third Avenue manages assets across four core equity strategies — Value, Small - Cap, Real Estate, and International — which are all rooted in the differentiated, high conviction investment approach established by our Founder.

Ideally I would suggest no more than 4 - 6 index funds: total us stock, total us bond, total international stock being the core - then adding in some sizzle through REIT or small cap index.

The High - Quality Small Cap strategy is a fundamental core approach that invests in small cap companies in strong financial condition and whose equities are priced below our view of fair vSmall Cap strategy is a fundamental core approach that invests in small cap companies in strong financial condition and whose equities are priced below our view of fair valCap strategy is a fundamental core approach that invests in small cap companies in strong financial condition and whose equities are priced below our view of fair vsmall cap companies in strong financial condition and whose equities are priced below our view of fair valcap companies in strong financial condition and whose equities are priced below our view of fair value.

The relatively small amount of core stock allocation that is invested in European stocks is divided between low volatility international stocks, US Dollar hedged international stocks, and large - cap value international stocks.

If you have already constructed a good MF portfolio with core funds (like a large cap, diversified equity fund, mid / small cap fund), you may consider sector oriented funds to add to your portfolio.

We list Vanguard Small Cap ETF (VB), as well as iShares Russell 2000 (IWM) and iShares Core S&P Small Cap (IJR), which covers the S&P 600 index.

The top positions in that reference portfolio were the iShares Morningstar Small - Cap ETF (JKJ; fixed weight of 27.5 %), iShares S&P Small - Cap 600 Value ETF (IJS; 17.6 %), iShares Core S&P Small - Cap ETF (IJR; 13.0 %), and iShares Morningstar Small - Cap Value ETF (JKL; 10.6 %).

DFA uses this methodology even in their «Core Equity» funds, but the tilt to small - cap and value stocks is even stronger in their «Vector Equity» funds.

Some of the older options included small - cap stocks, preferred shares, and real estate investment trusts (REITs), but I switched to recommending a three - ETF portfolio covering only the core asset classes.

We continue to believe that compelling value is far more likely at the small end of the market cap spectrum, and this remains the core of what we do.

Zacks Small - Cap Core Fund (ZSCCX) has raised its upper market cap limit to $ 10.3 billion, which hardly sounds small cap atSmall - Cap Core Fund (ZSCCX) has raised its upper market cap limit to $ 10.3 billion, which hardly sounds small cap at aCap Core Fund (ZSCCX) has raised its upper market cap limit to $ 10.3 billion, which hardly sounds small cap at acap limit to $ 10.3 billion, which hardly sounds small cap atsmall cap at acap at all.

The strategies in the «core» portion will typically have a strong bias towards an investor's goals and objectives, such as large and mid-cap index funds / ETFs and large / mid / small - cap growth companies if the aim is for growth.

He also serves as the Lead Portfolio Manager for SIMG's Small Cap Growth, Mid Cap Growth, Small - Mid Cap Core Growth and Small - Mid Cap Select Growth Strategies as well as two sub-advised mutual funds, the American Beacon Stephens Small Cap Growth Fund and the American Beacon Stephens Mid-Cap Growth Fund.

Compare Putnam funds in FundVisualizer: Select a Putnam fund to compare Putnam Growth Opportunities Fund Putnam Pennsylvania Tax Exempt Income Fund Putnam Putnam PanAgora Risk Parity Fund Putnam Global Sector Fund Putnam Putnam PanAgora Managed Futures Strategy Putnam Multi-Cap Core Fund Putnam Putnam PanAgora Market Neutral Fund Putnam Capital Spectrum Fund Putnam Global Equity Fund Putnam Equity Spectrum Fund Putnam George Putnam Balanced Fund Putnam Global Income Trust Putnam Global Health Care Fund Putnam Short Duration Income Fund Putnam Dynamic Risk Allocation Fund Putnam High Yield Fund Putnam Floating Rate Income Fund Putnam Sustainable Leaders Fund Putnam New Jersey Tax Exempt Income Fund Putnam RetirementReady 2060 Fund Putnam Multi-Asset Absolute Return Fund Putnam Government Money Market Fund (A Shares) Putnam Equity Income Fund Putnam Europe Equity Fund Putnam Dynamic Asset Allocation Conservative Fund Putnam RetirementReady 2055 Fund Putnam Dynamic Asset Allocation Balanced Fund Putnam New York Tax Exempt Income Fund Putnam Dynamic Asset Allocation Growth Fund Putnam Retirement Income Fund Lifestyle 1 Putnam Ohio Tax Exempt Income Fund Putnam International Equity Fund Putnam Small Cap Value Fund Putnam Massachusetts Tax Exempt Income Fund Putnam Diversified Income Trust Putnam Convertible Securities Fund Putnam California Tax Exempt Income Fund Putnam Global Financials Fund Putnam Small Cap Growth Fund Putnam Global Consumer Fund Putnam International Capital Opportunities Fund Putnam International Value Fund Putnam Global Telecommunications Fund Putnam Global Natural Resources Fund Putnam Money Market Fund (A Shares) Putnam Global Technology Fund Putnam Global Industrials Fund Putnam Tax - Free High Yield Fund Putnam Capital Opportunities Fund Putnam Global Utilities Fund Putnam Research Fund Putnam Minnesota Tax Exempt Income Fund Putnam Mortgage Securities Fund Putnam Fixed Income Absolute Return Fund Putnam AMT - Free Municipal Fund Putnam Absolute Return 100 Fund Putnam Short - Term Municipal Income Fund Putnam RetirementReady 2030 Fund Putnam International Growth Fund Putnam RetirementReady 2045 Fund Putnam Intermediate - Term Municipal Income Fund Putnam Tax Exempt Income Fund Putnam RetirementReady 2050 Fund Putnam Income Fund Putnam Sustainable Future Fund Putnam Low Volatility Equity Fund Putnam Emerging Markets Income Fund Putnam Emerging Markets Equity Fund Putnam Investors Fund Putnam RetirementReady 2020 Fund Putnam RetirementReady 2025 Fund Putnam RetirementReady 2035 Fund Putnam RetirementReady 2040 Fund

As an index covering small - cap stocks, VSMAX makes an ideal core position alongside large - and mid-cap U.S. equities.

The indices used for each asset class are: core real estate, NCREIF Property Index, listed REITs, FTSE NAREIT Equity REITs Index; government bonds, Bank of America Merrill Lynch Treasury Master; corporate bonds Baa - rated, Barclays US Aggregate Corporate Intermediate; large - capitalization stocks, Russell 1000 index; small - cap stocks, Russell 2000 Index; commodities, S&P GSCI Commodity Index.

He pitched names to the large - cap core, large - cap growth, mid-cap core, small - cap value, and convertible bond teams, which managed a combined $ 20 billion.

Nationwide Bailard Cognitive Value Fund, Nationwide Bailard International Equities Fund, Nationwide Bailard Technology & Science Fund, Nationwide Geneva Mid Cap Growth Fund, Nationwide Loomis Core Bond Fund, Nationwide California Intermediate Tax Free Bond Fund, Nationwide Large Cap Equity Fund, Nationwide National Intermediate Tax Free Bond Fund, Nationwide WCM Focused Small Cap Fund, Nationwide Ziegler Equity Income Fund, Nationwide Ziegler NYSE Arca Tech 100 Index Fund and Nationwide Ziegler Wisconsin Tax Exempt Fund Class A performance prior to each Fund's inception (9/16/13) is based on performance of Class A shares of each Fund's predecessor fund.