Sentences with phrase «than an index fund portfolio»

What needs to be demonstrated is whether the 50 % bond, 50 % hand - picked - stock portfolio the advisor is proposing has had greater returns than an index fund portfolio with the same level of risk.

Does that mean that, going forward, the 3 - stock portfolio is a better bet than the advisor's mutual fund portfolio — and that both options are a better bet than an index fund portfolio?

In 4 of the 12 years, the death benefit paid out more than the index fund portfolio, by an amount that ranges from $ 970 - $ 14,000)

Not exact matches

But that total is dwarfed by the more than $ 1.5 trillion invested in intermediate - term portfolios (3.5 - to six - year average duration), which include core bond funds hewing to the Bloomberg Barclays U.S. Aggregate index.

Actively managed funds may have higher portfolio turnover than index funds.

Other than that, my current investment portfolio is heavily focused on index funds because of its historical performance and tax & cost efficiency.

The sales pitch was immediately fairly strong explaining how they can create a better «fund» than index funds by creating a portfolio of individual stocks.

We found that the VC funds larger than $ 400 million in Kauffman's portfolio generally failed to provide attractive returns: Just four out of 30 outperformed a publicly traded small - cap index fund.

Ten million randomly picked portfolios performed better over four decades, once the risk taken was considered, than an index based on the size of the companies included on it, which is how tracker funds select shares.»

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.

In your 20s, all stock index fund investments might seem like a fine idea, as short - term volatility matters less than long - term appreciation when a portfolio has decades to grow, says Phillip J. Deerwester, portfolio analyst and chief compliance officer at TGS Financial Advisors in Radnor, Pennsylvania.

First, the Strategic Growth Fund generally holds a different portfolio than the S&P 500, weighting some stocks and industries higher and some lower than reflected in the index.

That's not a huge surprise since portfolio turnover on active funds is usually much greater than on index funds.

Given that I strongly believe you should only live on the income from your investments and never touch the principle, my portfolio is significantly easier for me to live off of than a S&P index fund.

Index funds typically have lower MERs than managed mutual funds because they don't have to pay the portfolio managers as much.

One can not help wondering if they have missed a trick: as far as I can tell, their algorithm does not explicitly allow for the possibility that — rather than trying to pick stocks — a truly intelligent option might be to invest their entire portfolio in a low cost index fund, or otherwise replicate the market portfolio.

When evaluating the performance of individual funds (as opposed to your overall portfolio), you can drill down a bit further than the broad indexes.

Historically, a broadly diversified portfolio of stocks (now easily obtained with one or two index mutual funds) has usually provided much higher long - term returns than bonds or cash, but with inevitable, dramatic ups and downs (volatility) that can be very stressful.

The fund is up an average of 9 % a year over five years, better than 99 % of its foreign large - value peers... The goal is to offer investors broad exposure to international markets, but in a portfolio that doesn't simply mimic its benchmark, the MSCI EAFE Index.

The Fund may have a higher portfolio turnover than funds that seek to replicate the performance of an index.

An extremely overdiversified active fund manager is called a closet indexer: he or she holds a portfolio that closely resembles the benchmark, while charging fees that can be 20 times higher than an index fund.

There's no question that an experienced index investor can build an ETF portfolio that is far more diversified and much cheaper than the Streetwise Funds, and the TD e-Series are still my first choice for Couch Potatoes who want to use mutual fFunds, and the TD e-Series are still my first choice for Couch Potatoes who want to use mutual fundsfunds.

Even then, only 5 % of these outperformed the index - fund portfolio by more than 0.5 %.

The same investor using a 0.25 % MER exchange - traded index fund (ETF) with a no - cost automatic contribution option would pay less than $ 5,000 in costs and have $ 50,000 more in his portfolio.

The index mutual funds and exchange - traded funds we recommend in the Couch Potato portfolios track the broad DEX Universe Bond Index, which includes a wide range of maturities, from one year to more than 25 yindex mutual funds and exchange - traded funds we recommend in the Couch Potato portfolios track the broad DEX Universe Bond Index, which includes a wide range of maturities, from one year to more than 25 yIndex, which includes a wide range of maturities, from one year to more than 25 years.

As your portfolio grows, you'll find that some index funds and ETFs do better than others.

In fact, we can (as we have seen) construct a portfolio with lower costs and lower turnover than even managers who exclusively use passive index funds.

A person whose portfolio features higher - risk investments than typical index funds and bonds needs to be more conservative when withdrawing money, particularly during the early years of retirement.

A portfolio of diversified dividend paying stocks can actually be cheaper to own than an index fund.

One question that comes up frequently from investors with small portfolios is whether they should buy low cost index fund such as the TD e-series or by ETFs which have lower mers than the index funds but you have to pay a minimum of $ 4.95 per trade.

Indeed, a new Morningstar report comparing index funds and actively managed portfolios found that while index funds generally outperform their actively managed peers, those active funds with low expenses tend to shape up much better vs index portfolios than high - fee actively managed portfolios.

The odds of a portfolio using actively managed funds outperforming an all index fund portfolio is much lower than a single fund, and the odds drop with each additional active fund added to a portfolio, and the longer the funds are held.

Question: Rather than investing in a portfolio of index funds, would I not be better off by simply assembling a collection of well - known individual stocks that have a history of increasing their... Read More

Also, because the portfolio never changes from day to day or year to year, target maturity funds can operate with much lower expense ratios than indexed and actively - managed bond funds.

This parallels your suggestion, and while you may need less focus on Index funds than individual stocks, letting your portfolio become unmanageable no matter the vehicle is unwise.

Now, more than 60 % of our total portfolio is in index funds and our future portfolio performance will match the Sleepy Porportfolio is in index funds and our future portfolio performance will match the Sleepy Porportfolio performance will match the Sleepy PortfolioPortfolio's.

As passively - managed portfolios, ETFs (and index funds) tend to realize fewer capital gains than actively managed mutual funds.

Through its investment in Vanguard Total International Bond Index Fund, the Portfolio also indirectly invests in government, government agency, corporate, and securitized non-U.S. investment - grade fixed income investments, all issued in currencies other than the U.S. dollar and with maturities of more than 1 year.

SELECTED INVESTMENT FUNDS USUALLY ARE PASSIVELY MANAGED INDEX FUNDS: Because lower cost no sales load investment company funds tend to be more passively managed index tracking funds, these funds also most often have far lower securities portfolio turnover churning than the higher asset turnover that characterizes non-index based, active investing fFUNDS USUALLY ARE PASSIVELY MANAGED INDEX FUNDS: Because lower cost no sales load investment company funds tend to be more passively managed index tracking funds, these funds also most often have far lower securities portfolio turnover churning than the higher asset turnover that characterizes non-index based, active investing fINDEX FUNDS: Because lower cost no sales load investment company funds tend to be more passively managed index tracking funds, these funds also most often have far lower securities portfolio turnover churning than the higher asset turnover that characterizes non-index based, active investing fFUNDS: Because lower cost no sales load investment company funds tend to be more passively managed index tracking funds, these funds also most often have far lower securities portfolio turnover churning than the higher asset turnover that characterizes non-index based, active investing ffunds tend to be more passively managed index tracking funds, these funds also most often have far lower securities portfolio turnover churning than the higher asset turnover that characterizes non-index based, active investing findex tracking funds, these funds also most often have far lower securities portfolio turnover churning than the higher asset turnover that characterizes non-index based, active investing ffunds, these funds also most often have far lower securities portfolio turnover churning than the higher asset turnover that characterizes non-index based, active investing ffunds also most often have far lower securities portfolio turnover churning than the higher asset turnover that characterizes non-index based, active investing findex based, active investing fundsfunds.

Rather than recommend an all - ETF portfolio, de Thomasis prefers index mutual funds that tilt portfolios toward small - cap and value stocks, such as those available from Dimensional Fund Advisors (DFA) or Invesco PowerShares.

And since they have low management fees, index funds are often considered to be an important part of a long - term investment portfolio because they require very little activity on your part other than buying and holding.

Reflecting the differing nature of their portfolio management, index funds typically have lower management fees than actively managed funds.

This portfolio invests in derivative instruments such as swaps, options, futures contracts, forward currency contracts, indexed and asset - backed securities, to be announced (TBAs) securities, interest rate swaps, credit default swaps, and certain exchange - traded funds that involve risks including liquidity, interest rate, market, currency, counterparty, credit and management risks, mispricing or improper valuation, low correlation with the underlying asset, rate, or index and could lose more than originally invested.

Here you can study a wide variety of investment assets, look for an index fund for your own portfolio, and discover how different assets may complement each other to create a robust portfolio that is greater than the sum of its parts.

Also if you look at Buffets recent performance (past decade), he is a little above the S&P 500 but lower than what you would get with a diversified index fund portfolio with similar risk (Buffet is a value investor) based on MPT.

With 340 stocks, it's meaningfully less diversified than a portfolio including both a «total U.S.» index fund and a «total international» index fund, which means you'd be taking on more risk for a given level of expected return, and

As we've covered in the past, actively managed stock portfolios where «experts» try to time the ups and downs of individual stocks get lower returns than passive index funds.

Rather than speculating on which stocks or funds might clobber their peers or shooting for unrealistic gains, you're better off building a low - cost diversified portfolio of index funds or ETFs that reflects your risk tolerance.

Throw in the fact that fringe investments often come with lofty fees (often to pay the person peddling them), and your chances of doing better loading up with alternatives than you would be simply sticking to a plain - vanilla portfolio of low - cost index funds and ETFs are slim.

If you buy and hold a globally diversified portfolio of index funds, every year you'll fare modestly better than most other investors.