Sentences with phrase «than index funds during»

Not exact matches

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.

The fund is down 12.56 % since its September launch, which compares favorably with the performance of the Russell 2000 Index (down more than 39 % during the same period).

Not surprisingly, index funds did a little worse than might be expected during the bear markets, since active mangers could get defensive and move to cash or overweight bonds.

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.

Our research showed that, on average, actively managed large - cap stock funds lost less during recent bear markets than large - cap index funds.

In fact, a recent Fidelity survey found that many investors think index funds, which attempt to match a market benchmark like the S&P 500 (before fees), are less risky than active funds, which attempt to outperform a benchmark.1 That may help explain why during 11 weeks of heightened market volatility in 2015, investors bought index funds but sold active funds at seven times the average rate during nonvolatile weeks.2

During adverse conditions, the fund seeks to lose less than index ‑ based strategies that formulaically roll contracts.