Sentences with phrase «target index»

Accountability ratings are determined by assessing whether a school or charter operator meets or exceeds target index scores.

An ETF portfolio manager (PM)'s number one goal is to track the performance of the fund's target index as closely as possible, after fees and expenses.

Indexes are affected and changed by asset flows into strategies which target those indexes.

Over time we seek to minimize tracking error — the amount an index fund's performance deviates from its target index.

Although most ETFs — and many mutual funds — are index funds, the portfolio manager is still there to make sure the fund doesn't stray from its target index.

It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Although most ETFs — and many mutual funds — are index funds, the portfolio manager is still there to make sure the fund doesn't stray from its target index.

Data indicates that the majority of actively managed mutual funds do not beat their target index.

Over time we seek to minimize tracking error — the amount an index fund's performance deviates from its target index.

If you look at the data, about 80 % of actively managed funds do not beat their target index.

Bear market funds — Investing the Middle Way provides a summary of no - load bear market funds including such information as fund name, symbol, target index, leverage and expense ratio.

The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Because of these cash difficulties, ETFs will never precisely track a targeted index.

In an effort to create a more diversified sector ETF and avoid the problem of concentrated securities, some companies have targeted indexes that use an equal weighting methodology.

While these factors will not have a huge effect on the large global stocks in the target indices, there could be substantial downwards pressure on many Canadian large capitalization stocks that are large components of the S&P TSX index.

That means that for all the effort (and cost) in actively managing those funds they performed as well as or better than the target index and by extension the target index funds.

A passively managed fund, an index fund, tracking with a well known index, such as the S&P 500, has by definition the objective of matching the performance of a target index.

In its prospectus, the fund states that, «to track its target index as closely as possible, the Fund attempts to remain fully invested in stocks».

Funds can also help performance by skillfully replicating their target index or by making money from securities lending.

The investment seeks to track the performance (before fees and expenses) of its target index, the FTSE Developed Asia Pacific Qual / Vol / Yield Factor 5 % Capped Index (the AP Target Index).