Sentences with phrase «than a fund with»

A fund with a return of 10 % and a 3 % tax bite is still going to leave you with more than a fund with a 5 % return and a 1 % tax burden.

And often, the funds that have the highest amount of charges because they have the most active management often don't show any better performance than a fund with little charges / activity.

Fund share value may fluctuate more than a fund with less exposure to such sector.

The robo - adviser model solves this problem, because minimums are low (sometimes zero) and you get low - cost ETFs rather than funds with high fees and soul - destroying deferred sales charges.

Skilled managers may assemble a fund that performs better than funds with similar objectives, and sometimes better than the stock or bond markets as a whole.

A fund with a longer average duration generally can be expected to be more sensitive to interest rate changes than a fund with a shorter average duration.

Remember, these funds include no bonds or cash, so they may be more volatile than a fund with mixed investments.

A fund with a beta of 0.5 would be less «risky» than a fund with a beta of 2.

You can expect much more volatility in a fund with a higher beta than a fund with a lower beta.

Because the Fund may invest significantly in a particular geographic region or country, value of Fund shares may fluctuate more than a fund with less exposure to such areas.

Say you've invested $ 100,000 at a 7 % annual return: A fund with a 0.80 % expense ratio could eat up $ 70,000 more of your returns over 30 years than a fund with a 0.40 % expense ratio.

The major misconception that many of us have is — a higher NAV means that a particular scheme is more expensive than a fund with lower NAV.

And that top - tier manager was nearly twice as likely to beat his fund's index than a fund with a record in the bottom 20 %.

Such a manager with a record in the top 20 % was 43 % more likely to beat the index than a fund with a middling record.

Thus, funds with an earlier target date will start out with a lower stock allocation than funds with a later target date, but all of the target funds within a family will decrease their commitment to stocks as the target date approaches.

Funds with earlier target retirement dates will tend to be less risky and have lower expected returns than the funds with later target retirement dates.

Not exact matches

While funds with small positions can fly under the radar, data from Britain's Financial Conduct Authority showed 10 investment managers had a position of more than 0.5 percent of Sainsbury's stock, the level at which it demands disclosure.

He?s a former software executive, entrepreneur and fund manager, and has founded or financed more than 40 companies that have launched more than 100 products with transactions exceeding one billion dollars of capital.

Plus, and even more substantial than the money, putting my ReKixx venture out to the crowd - funding community was about proving product viability with real consumer interest.

No one on the West Coast has a shorter memory or less reluctance than entrepreneurs to do business with anyone with funds (a good entrepreneur would borrow cash from his grandmother) except maybe Hollywood producers who'd work with the devil if he had a hot concept.

With all of these types of funding repayment remains as a percentage of card sales rather than adhering to a fixed repayment schedule.

In 2016, women got just 2.19 % of venture capital funding — a smaller piece of the pie than in every year this past decade, with the exception of 2008 and 2012.

Rahn said that most of the founders he speaks with are focused on solving funding problems, rather than fixing the flaws within their companies.

That thought quickly exited my head, though: X.ai has raised more than $ 11 million in funding to date, with a $ 40 million valuation, and Mortensen is a long - time data analytics entrepreneur.

Once again, this unique meeting will welcome the best - known hedge fund managers, as well as more than 100 of the largest global investors, along with illustrious political and economic commentators, appearing in engaging and insightful panels moderated by II and CNBC editors.

This year, the sector is on track to raise $ 2 billion in funding, with average deal sizes higher than ever, suggesting companies, at least in more instances, are attracting the capital they need to not just innovate, but scale.

The fossil fuel divestment campaign began on university campuses in 2011 but the new report reveals that concerns over investments in coal, oil and gas have now entered the financial mainstream, with more than 80 % of the funds now committed to divest being managed by commercial investment and pension funds.

First, the U.S. has long chosen to lavish seniors, and to a lesser extent support the poor, with European - style benefits, while borrowing to fund those programs rather than levying European - style taxes.

«DEFINITELY NOT A BUBBLE:» China's digital revolution was bankrolled with dollars, and it has emerged as the world's second - largest destination for venture capital with more than 3,000 funds.

Vanguard Group founder Jack Bogle says the biggest problem with ETFs isn't that they will cause a market crash, but lead investors to worse market returns than index funds.

The most popular ETFs still track major global indexes, but with more than 1,600 ETFs available for purchase in the U.S., one of the daunting issues investors face is one of quantity: Just because there's an ETF for something doesn't mean you should buy it, according to Robert Goldsborough, a Morningstar fund analyst.

An adviser who earns a flat fee - such an hourly rate or a set percentage of your portfolio value - is much better aligned with you than an adviser who earns commissions for selling you particular mutual funds, insurance policies, or other products.

Prosper, another online lender, has been looking to raise a new round of funding in exchange for equity at a price that would slash its market value by more than 70 %, people familiar with the matter told Reuters on Friday.

With the SBA funding, the Gwinn, Mich. - based aviation cluster hosted networking events that helped it create about 50 jobs and obtain more than $ 2 million in new contracts, Kulju says.

Increasingly, there's a new technological race in which hedge funds and other well - heeled investors armed with big - data analytics instantly analyze millions of Twitter messages and other non-traditional information sources to buy and sell stocks faster than smaller investors can hit «retweet.»

The reason: The biggest investors, like mutual funds and pension funds that held more than half of all outstanding shares, showed no interest in quibbling with boards» compensation committees.

The NYC - based startup has raised more than $ 10 million in funding and boasts partnerships with Vimeo, Twitter, and Amazon Video.

A certified financial planner, certified fund specialist and chartered financial consultant with more than 30 years» experience, Carson authored «Tested in the Trenches» and co-authored The New York Times best - seller «Avalanche: The 9 Principles for Uncovering True Wealth.»

Average five - year growth rate among the 2001 Inc 500 that had Venture - capital funding at start - up: 4,619 % CEO with an M.B.A.: 2,542 % CEO who took 5 days or fewer of vacation yearly: 2,385 % Open - book management: 2,283 % CEO who took more than 10 days of vacation yearly: 1,983 %

With this uncertainty, Grammer suggests buying companies that will benefit most from these reforms rather than an index - tracking mutual fund or exchange - traded fund.

California's recent amnesty program, which ended in March, added more than $ 188 million to the state's general fund, with an additional $ 637 million in promised payments expected.

Funding for health IT has reached more than $ 956 million in 2014, according to an October 2014 study by HIT Consultant, bringing with it an explosion of startups.

Bond investors like mutual funds and pension funds hope to buy securities with comparatively higher yields than other asset - backed debt that could also provide diversification benefits.

If the United States fails to maintain confidence, then you could see other «sovereign wealth funds with 50 %, or 60 % or 70 % allocation to dollars diversify to no more than 25 %.»

The funds, with more than $ 4 billion under management, can still make money on its drillco investment even after oil prices slipped below $ 45 per barrel this month on oversupply concerns.

One of those companies was Eastern Hawaii Leisure Co., which would wind up with more than a quarter of the stolen funds from Bangladesh, according to the Philippine Senate report.

We are the group with less startup equity and are more likely to run out of funds sooner than our employed counterparts.

Oil dropped sharply in March, bringing down Hall along with others including Andurand Commodities Fund, which through the end of July had lost more than 15 %, according to a source close to the firm.

With a strategic partnership, they can combine their product strengths with minimal cost and time, rather than each funding new developmWith a strategic partnership, they can combine their product strengths with minimal cost and time, rather than each funding new developmwith minimal cost and time, rather than each funding new development.

But despite a steady increase in their share of entrepreneurial activity, founders from Latino communities along with those from other minority groups — which made up 40 percent of the U.S. population in 2015 — still receive less funding and fail at faster rates than their white counterparts.