Sentences with phrase «than stock funds»

A recent study found that U.S. stock funds with yields over 2 % (meaning they hold mostly dividend stocks) had an average three - year annualized standard deviation (a measure of volatility) of three percentage points less than stock funds yielding less than 2 %.

For example, bond funds, like the iShares Universe Bond Index ETF (TSX: XBB), are believed to have lower volatility ratings than stock funds, yet bond prices have recently fallen as yields have risen.

As a result, bond funds also have higher expense ratios than stock funds.

In fact, many bond funds actually have much higher turnover than stock funds.

These funds generally offer higher yields than money market funds and less volatility than stock funds.

But when you are dealing with bond funds, which are a lot less volatile than stock funds, what is the risk?

It's NOT as safe as it seems, even though a big house seems more tangible than a stock fund.

It will do this in a sideways market, and it also has a lot less risk than a stock fund in a declining market.

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.

Valeant's largest shareholder, billionaire and hedge funder John Paulson, has gained a seat on the drug maker's board, sending the beleaguered company's stock spiking more than 6 % in Monday trading (although it's still hovering at around the $ 13 mark).

Moreover, BlackRock's heavy focus on index funds, which have to stay invested in the stocks in a given index, gives it less sway over companies than activists willing to dump a stock if their demands aren't met.

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 Greenlight Capital hedge fund manager is shorting oil services company Core Laboratories (clb), whose stock fell more than 2 % after his presentation.

That could mean the ability to work a few years longer than you anticipated, or having enough liquid funds to tap for years before needing to withdraw from your stock portfolio.

At the stock's current levels, it would need to crash more than 50 % in order for the hedge fund investor to make any money on the bet.

Had Social Security started investing in stocks in the early 1980s or late 1990s, she argues, the trust fund would be significantly more flush than it is now, even taking into account the bursting of the tech bubble in 2000 and the meltdown in 2008.

«Anything much worse than that could unleash a wave of new selling, perhaps taking out key support at $ 15.50 and setting up a test of the previous lows from late last year,» said Steven Schoenfeld, founder of BlueStar Indexes, which develops indexes and exchange traded - funds that track Israeli stocks.

«The burden of proof is greater for a focused fund, as it's trickier to balance the risks in a 20 - stock portfolio than a 90 - stock one,» he says.

Tapscott points to funds with low fees that track stocks algorithmically rather than trying to beat the market using human investment managers» wiles as a case of the first.

If you've been sitting on the sidelines of emerging markets and are ready to get back in, Jurrien Timmer, director of global macro for Fidelity Investments in Boston, recommends buying particular stocks and geographically targeted funds rather than a broad index or exchange - traded fund spanning the entire developing world.

On behalf of its clients, some of BlackRock's mutual funds, on average, hold stocks for less than a year.

Glenview's Larry Robbins also lost more than $ 23 million in his hedge fund, as his pro-Obamacare bets on healthcare companies turned sour: Hospital Corporation of America (hca) stock dropped 11 %, losing him $ 127 million; and Tenet Healthcare (thc) stock plummeted 25 %, taking another $ 90 million from Glenview's portfolio.

That hurt technology - focused hedge fund Coatue Management, which lost about $ 58 million during the day, including more than $ 10 million apiece on Netflix stock and Activision Blizzard (atvi), as well as American Tower Corp. (amt), which sank 6 %.

During that stretch the fund swelled in value from about $ 10 million to more than $ 6 billion as stock valuations skyrocketed and new investors flocked to his door.

Despite lackluster returns, investors continue to put money into hedge funds, saying they are performing relatively better than many other asset classes including stocks.

NEW YORK, March 6 - Citadel, one of the world's largest hedge fund managers, has cut staff by more than 30 percent in one of its stock - picking units in what several people with direct knowledge of the layoffs described as a surprise move.

For the university, the dealmaking complements more than $ 20 billion it already has invested in everything from public stocks to venture capital funds to real estate.

better than nothing): 3 % pay match to company 401 (k); max contribution to vanguard ROTH; 6 % pay to aspiration redwood fund; other cash to aspiration bank (1 % interest checking); random sentimental deposits to robin hood (free stock trader app).

Designed to return the inverse of the Cboe Volatility Index, or VIX, the fund was blamed for exacerbating the stock market's drop of more than 10 %.

While his explanation may include a bit of vanity, the stocks those investors owned in common went down — including Zoetis, more than a fifth of whose shares are controlled by hedge funds.

The stocks that hedge funds have largely ignored tend to be much larger than the hotels, have less debt, grow earnings more slowly but consistently, and pay bigger dividends (an average yield of nearly 3 % for the S&P 500 constituents, compared with 2 % for the index overall).

When the market drops and some of your stocks are worth less than you originally paid, you can sell them and buy a similar (but not identical) fund, and this loss can be used to offset capital gains on other holdings — or even reduce your regular income taxes.

Even though some of the first autonomous vehicle ETFs have major automakers including BMW, GM, Ford and Tesla among top holdings, «These are more tech funds than automakers [stock] funds» said Drew Voros, editor - in - chief of ETF.com.

Gifting «appreciated assets» — stocks, bonds or mutual fund shares that you've held for more than one year and that have increased in value — to charity often flies under the radar due to the popularity of cash donations.

It's worth noting that the cryptocurrency fund fees are still much higher than comparable passive stock market funds, with S&P 500 index funds priced as low as.05 % of assets.

Only 15 of the companies in their global fund are in the MSCI World Index's 1,600 - stock universe, while fewer than half of the names in their Canadian fund are in the S&P / TSX composite.

Those funds, which rely on sometimes sophisticated strategies to protect clients» portfolios, lost significantly less than stocks and mutual funds did in the last two U.S. bear markets.

As well, he advises buying individual stocks rather than the one coal exchange - traded fund on the market.

Known for building tanks and nuclear submarines, General Dynamics has been focusing its funds on investing in R&D, repurchasing stock, and kicking back steady dividends to shareholders rather than shelling out on big acquisitions.

That could benefit the Goldman Sachs Income Builder Fund, which has more than 55 % of its portfolio in U.S. dividend stocks.

Stock in structured - finance firm Coventree lost more than half its value Tuesday after it said various Coventree - sponsored trusts could not fund maturities of Canadian asset - backed commercial paper due to what it called a «market disruption.»

More so than other stock pickers, low - volatility fund managers focus on metrics like beta, standard deviation and Sharpe ratios.

In some cases, the stock is trading for less than the $ 23 per share it was valued at during Magic Leap's last round of funding in February 2016.

These risks and uncertainties include: Gilead's ability to achieve its anticipated full year 2018 financial results; Gilead's ability to sustain growth in revenues for its antiviral and other programs; the risk that private and public payers may be reluctant to provide, or continue to provide, coverage or reimbursement for new products, including Vosevi, Yescarta, Epclusa, Harvoni, Genvoya, Odefsey, Descovy, Biktarvy and Vemlidy ®; austerity measures in European countries that may increase the amount of discount required on Gilead's products; an increase in discounts, chargebacks and rebates due to ongoing contracts and future negotiations with commercial and government payers; a larger than anticipated shift in payer mix to more highly discounted payer segments and geographic regions and decreases in treatment duration; availability of funding for state AIDS Drug Assistance Programs (ADAPs); continued fluctuations in ADAP purchases driven by federal and state grant cycles which may not mirror patient demand and may cause fluctuations in Gilead's earnings; market share and price erosion caused by the introduction of generic versions of Viread and Truvada, an uncertain global macroeconomic environment; and potential amendments to the Affordable Care Act or other government action that could have the effect of lowering prices or reducing the number of insured patients; the possibility of unfavorable results from clinical trials involving investigational compounds; Gilead's ability to initiate clinical trials in its currently anticipated timeframes; the levels of inventory held by wholesalers and retailers which may cause fluctuations in Gilead's earnings; Kite's ability to develop and commercialize cell therapies utilizing the zinc finger nuclease technology platform and realize the benefits of the Sangamo partnership; Gilead's ability to submit new drug applications for new product candidates in the timelines currently anticipated; Gilead's ability to receive regulatory approvals in a timely manner or at all, for new and current products, including Biktarvy; Gilead's ability to successfully commercialize its products, including Biktarvy; the risk that physicians and patients may not see advantages of these products over other therapies and may therefore be reluctant to prescribe the products; Gilead's ability to successfully develop its hematology / oncology and inflammation / respiratory programs; safety and efficacy data from clinical studies may not warrant further development of Gilead's product candidates, including GS - 9620 and Yescarta in combination with Pfizer's utomilumab; Gilead's ability to pay dividends or complete its share repurchase program due to changes in its stock price, corporate or other market conditions; fluctuations in the foreign exchange rate of the U.S. dollar that may cause an unfavorable foreign currency exchange impact on Gilead's future revenues and pre-tax earnings; and other risks identified from time to time in Gilead's reports filed with the U.S. Securities and Exchange Commission (the SEC).

And year - to - date, EPRO is down 2.6 percent, while the average world stock fund is down by more than 8 percent.

LUSARDI: Question three has to do about risk diversification: «Do you think the following statement is true or false: buying a single company stock usually provides a safer return than a stock mutual fund.»

Much simpler than picking stocks, that's for sure, hence why most should just buy index funds.

My reasoning: Return would be lower than Dividend Investing above because index funds need to hold stocks yielding 1 and 2 % as well as those yielding > 3 %.

Plus you can pull your initial investment without penalties if something comes up so it can be safer than stocking it in a 401 in the event of you needing emergency funds.

The Census Bureau data also indicate that among less affluent households, fewer directly owned stocks and mutual fund shares in 2011 (13 %) than in 2009 (16 %), meaning a smaller share enjoyed the fruits of the stock market rally.