Sentences with phrase «than an equity index»

Within the genre of indexed annuities, an interest indexed annuity would perhaps be more conservative than an equity indexed annuity with the comparison being the former tying the return to the bond index verses the S&P 500.

The blended index enjoyed some benefits from the equity portion, gaining as much as 5.45 % in December 1991, but it is less volatile than the equity index as is illustrated.

Not exact matches

He's still dead set on sweeping equity declines totaling more than 60 % — a plunge he says will erase the excess total return of the S&P 500 index dating all the way back to October 1997.

The Republican president's renewed ramblings on trade dominated U.S. equity markets this week, with a tweet - induced swoon on Friday leaving the S&P 500 Index 1.4 percent lower than where it started on Monday.

The benchmark index for equity volatility rose to more than twice its level the day before, crushing bettors who'd gotten used to years of very low volatility.

According to White and Grantham, a portfolio composed of 50 percent energy and metals, 50 percent all other equities, had a standard deviation that's 35 percent lower than the S&P 500 Index.

The Dow Jones Industrial Average wasn't far behind, and one of the best performances was turned in by the Russell 2000 Index, the benchmark for small - cap equities, which was up by more than 31 percent.

European equities, as represented by the S&P Europe 350 Index, are now trading at less than 12x forward earnings and 1.3 x book value.

U.S. Equity Funds enjoyed a record - breaking surge of fresh money during the second week of March, as investors shrugged off an impending U.S. rate hike and the internal struggles of Trump's administration and chased a rally that saw the benchmark Dow Jones Industrial Average Index climb more than 400 points in a day.

I plan: 5 % — swing for the fences 10 % — save for big blue chip bargain buys that pop up throughout the year 10 % — VNQ, other than our primary residence, I have no exposure to RE, so this should help with that 15 % — VXUS, international index exposure 60 % — VTI, total stock market index (as I get older, I will be also adding BND or a bond fund, but at 32, I'm working on building equities!)

More than just tempering Gross's anti-equity remarks, the longtime advocate of buying and holding equity - based index funds and ETFs went so far as to say that «equities today are more attractive relative to bonds than at any other time in history.»

The result was sharp and sudden: a 70 % rise in the Volatility Index (VIX) over three days, a 2 % drop in global equities, and more than a few holidays disrupted.

It's true that bond indexes have higher turnover than equity market indexes.

MSCI All Country World: MSCI All Country World Index is a free float - adjusted market capitalization weighted index that is designed to measure results of more than 40 developed and emerging equity marIndex is a free float - adjusted market capitalization weighted index that is designed to measure results of more than 40 developed and emerging equity marindex that is designed to measure results of more than 40 developed and emerging equity markets.

With ETFs that track broad equity indexes trading more than most individual stocks, and investors pouring money into...

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.

COTs Timer is a financial blog focused on interpreting the Commodity Futures Trading Commission's («CFTC») weekly Commitments of Traders («COT») report, which provides trillions of dollars in positions in more than 200 markets, including gold, crude oil, natural gas, silver, forex, and equity indices.

With more than $ 280 billion under management, CSIM is one of the nation's largest asset management companies, the third - largest provider of retail index funds, and a top 10 provider of exchange - traded funds (ETFs) and money market funds.3 Aguilar joined CSIM in 2011 and is responsible for equity and asset allocation mutual funds, ETFs, and separately managed accounts.

Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi-manager strategies.

Prior to that, he served as head of quantitative equity for ING Investment Management, (doing business as Voya Investment Management May 1, 2014), building and developing the group and managing more than $ 20 billion in assets with 15 global active, index and enhanced index strategies for pension funds, variable annuities and mutual funds.

Mr. Aguilar has more than 20 years of broad investment management experience in the equity markets, including managing index, quantitative equity, asset allocation, and multi - manager strategies.

Brazilian equities, as measured by the MSCI Brazil Index, are 20 percent cheaper than their 2014 highs on a price to book basis.

The MSCI Russia Index, which covers about 85 percent of Russian equities» total market cap, plunged below its 200 - day moving average, but last Thursday it jumped more than 4 percent, its best one - day move in two years.

Only 8 % of actively managed U.S. equity funds outperformed the S&P 500 in Canadian dollar terms, while less than 5 % of actively managed International equity funds outperformed their respective index return.

Speaking from Sao Paolo, Brazil, Faber said that the S&P 500 Index won't surpass the 2011 high of 1,370 this year, and that investors are «better off in equities than bonds».

Glass Lewis provides advice on more than 6,200 companies, comprising 90 % of the equity market capitalization of the world's developed financial markets, including all companies in the Russell 3000, MSCI EAFE + Canada and MSCI World indices.

On the other hand, the positive and periodic dividends flowing from the DGI method allows you to maintain a higher equity allocation than a typical stock / non-stock index portfolio.

iShares MSCI ACWI Low Carbon Target (CRBN): seeks to track the investment results of an index composed of large and mid-capitalization developed and emerging market equities with a lower carbon exposure than that of the broad market.

Notably, dividend growth strategies including iShares S&P / TSX Canadian Dividend Aristocrats Index ETF are less expensive than the broader S&P / TSX Composite Index based on price - to - book and price - to equity ratios, according to Bloomberg data, and may be a good opportunity to potentially generate a boost to a portfolio's overall yield.

The FTSE 100 is cheaper to Global Stocks versus 20 - year norms than any of the 30 most liquid global equity indices we track.

By purchasing these companies after a price decline, we find we are able to control risk in the portfolio as these investments often have less downside while offering a decent potential return.The U.S. Equity Fund seeks to invest in companies with a lower Price to Book Ratio, lower Price to Earnings Ratio and higher Dividend Yield than the S&P 500 index.

The NASDAQ Composite Index is a market - capitalization weighted index of the more than 3,000 common equities listed on the NASDAQ stock exchIndex is a market - capitalization weighted index of the more than 3,000 common equities listed on the NASDAQ stock exchindex of the more than 3,000 common equities listed on the NASDAQ stock exchange.

Currently, 1 ETF track the Goldman Sachs ActiveBeta U.S. Large Cap Equity Index with more than $ 3.07 B in ETP assets with an average expense ratio of 0.09 %.

That's less than the 12.2 percent the city could have earned — another $ 1.9 billion — if it invested the money in reliable, low - cost S&P 500 Index and Core Bond funds and avoided risky, expensive hedge funds, private equity and real - estate investments.

Louisiana ranks 10th out of the 50 states on the McLoone Index, and eighth on the coefficient of variation — two other measures of finance equity that show the state has smaller funding disparities across districts than in most other states.

Notably, dividend growth strategies including iShares S&P / TSX Canadian Dividend Aristocrats Index ETF are less expensive than the broader S&P / TSX Composite Index based on price - to - book and price - to equity ratios, according to Bloomberg data, and may be a good opportunity to potentially generate a boost to a portfolio's overall yield.

Coming from a background analysing non-equity funds with much lower volatility, someone who can outperform an equity index with significantly less vol appeals much more than the same outperformance but with greater than index volatility.

The MSCI EM equity index is trading at roughly 1.35 x book value, more than 50 % cheaper than the S&P 500, as Bloomberg data shows.

In other words, the odds you'll do better than an index fund are close to 1 out of 20 when picking an actively - managed domestic equity mutual fund.

The average returns on equity indexed annuities (or fixed indexed annuities) tend to be higher than fixed annuities or bank products due to the linking to index returns.

It makes up less than 3 % of the U.S. Equity market and is represented by the smallest 1,000 securities in the small - cap Russell 2000 ® Index plus the next 1,000 securities.

When comparing the asset classes that the preferred hybrid securities sit between, it is noticeable that the preferred class (as measured by the S&P U.S. Preferred Stock Index) has had a higher total return than bonds (as measured by the S&P 500 ® Bond Index), but not nearly as much as equity (as measured by the S&P 500).

Earnings from equity - indexed annuities are usually slightly higher than traditional fixed rate annuities, lower than variable rate annuities but with better downside risk protection than variable annuities usually offer.

Historically, the S&P International Corporate Bond Index has demonstrated relatively lower volatility than equity and commodity indices such as the S&P 500 ® and the S&P GSCI ®.

With EuropeFX, you will have access to more than 200 different types of assets covering the forex market, CFDs market, indices market as well as the equity market.

Earlier this week I described how several US and international equity index funds get their market exposure by using index futures rather than holding the stocks directly.

Cap - weighted equity indexes such as the S&P / TSX 60 and the S&P 500 are much easier to replicate than fundamentally weighted or equal weighted indexes, for example.

Despite the marked increase in volatility in US equity markets, global equities, as measured by the MSCI ACWI Index, fared slightly worse than the S&P 500, returning -0.96 % for the quarter.

To give you an indication though, the TER for equity indices ETFs should not be more than 0.2 — 0.5 percent.

While returns on both equity indices were only slightly negative, the last two months of the quarter more than offset the red - hot start the markets got off to in January.