Sentences with phrase «than the broad market index»

In fact, sectors within a market often have much lower correlation to each other than the broad market index does to its global counterparts.

Since their 2011 inception, these four iShares min vol ETFs have delivered between 15 % to 20 % less risk than their broader market indexes on an annualized basis.

Additionally, since the fund is comprised of NASDAQ stocks, it will tend to more more volatile than a broader market index like the S&P 500 and of course, other safe investments with lower volatility that rely on income for net returns rather than capital appreciation.

The Fund will strive to deliver the upside potential of small - cap stocks without taking on more risk than the broad market index

Not exact matches

Index - tracking products have taken off over the past few years, especially in the United States, where the broad S&P 500 index has risen more than 200 % since the market bottom in 2009, aided by the U.S. Federal Reserve's monetary stimIndex - tracking products have taken off over the past few years, especially in the United States, where the broad S&P 500 index has risen more than 200 % since the market bottom in 2009, aided by the U.S. Federal Reserve's monetary stimindex has risen more than 200 % since the market bottom in 2009, aided by the U.S. Federal Reserve's monetary stimulus.

The WisdomTree U.S. Quality Dividend Growth Index, for example, beat the S&P 500 Index by more than 550 basis points in 2017, and we continue to prefer the company and sector tilts within this Index relative to the broader market.

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.

The effect of equal weighting is keener for XRT than for some other equal - weight funds because XRT draws retail stocks from the broad S&P Total Market Index, not the large - cap - oriented S&P 500.

The fact that this ratio is now at the bottom band for most broadly defined stock indices suggests that the risk of continued underperformance by the broad market - versus large - cap indices - is substantially less than it was on April 5th, or even June 30th, when the most recent downdraft started.

We still have some exposure to «basis risk» - the risk that our stocks perform differently than the indices we use to hedge, but given that both the broad market and some of our industry group holdings are oversold relative to the S&P 100, I believe that the some of this potential for basis risk was reduced by the recent decline.

Rather than looking at actionable swing trading stock and ETF trade setups in a market that has not exactly been conducive to new swing trade entries lately (whipsaw city), today we will instead assess the current technical support and resistance levels of several broad - based ETFs that track the main stock market indexes.

An analysis from Bespoke Investment Group found that out of 12,122 ratings for all stocks in the broad market index, less than 7 % were labeled sells, as shown in Figure 1.

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.

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.

The broader point is that stock indexes have recovered nicely since the Great Recession — the S&P 500 (a more comprehensive look at the stock market than the Dow) has more than tripled from its trough in 2009.

This low - cost index fund offers exposure to small - capitalization U.S. growth stocks, which tend to grow more quickly than the broader market.

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.

During the same time period Europe has advanced 1 % in dollar terms, a broad emerging market index is up more than 3 % and Japan is up nearly 5 %.

That's why our experts gave preference to ETFs tracking broad indexes rather than narrow slices of the market, such as the energy, financial or technology sectors.

In cases like this, there's not much you can do other than compare the fund's performance to other Canadian dividend ETFs, or perhaps to a broad market index such as the S&P / TSX Composite.

We nudged them toward broad - market ETFs that track traditional indexes, rather than niche products or those using more elaborate strategies, and we awarded bonus points to ETFs that are more tax - efficient.

They fail to appreciate that even 30 or 40 individual companies provides less diversification than even one broad - market index fund.

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 ETF market has become more than a place to invest in broad indexes at low cost.

IB Index CFDs present an opportunity to gain broad market exposure more easily than with many other instruments.

These findings are worth keeping in mind as the ETF world explodes with new «enhanced indexing» products designed to deliver higher returns than the broad market.

It's true that most actively managed funds did even worse, and that broad - market index funds are now capped so no company can ever make up more than 10 %.

Why do these strategies make more sense than simply buying a broad - market index fund?

There are only two ways that a bond manager can deliver superior returns than a broad - market index.

Portfolios that are «tilted» toward value and small - cap stocks add more risk, and therefore should have higher expected returns than the broad - market indices over the long term.

Canada is not only tiny (4 % of the global markets), but also highly concentrated: an investor in a broad Canadian index fund has more than three - quarters of his money in financials, energy and materials.

At base, this looks like Vanguard's attempt to generate an active fund that's just slightly more attractive than a broad bond market index.

TCW / Gargoyle Hedged Value seeks long - term capital appreciation while exposing investors to less risk than broad stock market indices.

It's important to recognize that our measures of market action have much more to do with broad market internals, spread behavior, price / volume action and industry and security group dispersion than they have to do with simple observation of the major indices.

Nearly 15 years ago I wrote a story for MONEY Magazine in which index investing pioneer and Vanguard founder John Bogle worried that the industry's slicing and dicing of broad indexes into ever smaller and specialized slivers was turning the concept of indexing on its head, making it more about speculating which area of the market will outperform than harnessing the power of the broad market in a low - cost efficient way.

The evidence for this alert of underwhelming importance was that even though broad market indices like the Standard & Poor's 500 hadn't dropped 20 % from their previous peak, many small stocks as well as the small - cap Russell 2000 index were off more than 20 % from their peaks.

In this period, the S&P 500 Enhanced Value Index delivered higher returns but with higher volatility than its broader, market - cap - weighted counterpart.

I'm surprised and a bit disappointed they didn't create an unhedged version of the Vanguard MSCI U.S. Broad Market (VUS), which tracks a total - market index with more than 3,200 sMarket (VUS), which tracks a total - market index with more than 3,200 smarket index with more than 3,200 stocks.

By weighting securities in broad market indices based on revenue rather than market capitalization, the fundamentally weighted strategies offer the opportunity to reduce overexposure to potentially overpriced sectors and stocks while still providing the broad diversification of an index.

In developed markets like the US, many funds are benchmarked to broad market indices such as the Russell 3000 or even total market indices such as the Wilshire 5000 and these have proved far harder to beat than the Dow Jones Industrial Average.

I could look back and use the excuse that if it wasn't for VXX I'd be right in line with the indices, but what's the good of being in line with the broad market averages if I'm working harder than just sticking my cash in index ETFs.

Thus, the S&P 500 Index is a much broader and more representative index of the U.S. equity markets than is the Dow Jones Industrial AveIndex is a much broader and more representative index of the U.S. equity markets than is the Dow Jones Industrial Aveindex of the U.S. equity markets than is the Dow Jones Industrial Average.

One Answer to the Index Fund: Build a Better Index Several companies say they already have created a better mousetrap — broad index funds that can beat the overall market, rather than merely matching it, even including Index Fund: Build a Better Index Several companies say they already have created a better mousetrap — broad index funds that can beat the overall market, rather than merely matching it, even including Index Several companies say they already have created a better mousetrap — broad index funds that can beat the overall market, rather than merely matching it, even including index funds that can beat the overall market, rather than merely matching it, even including fees.

High beta stocks rally more than the broad stock index in a bull market.

This also means that a high beta stock will fall more than the index when the broad market goes down.

These results, wherein the performance of the dividend index is higher than the broad or benchmark index, are consistent across all markets.

The Vanguard Total Stock Market Index Admiral fund, a fund that simply invests in the broad US stock market, has an expense ratio of 0.05 %, almost four times less than the TargetMarket Index Admiral fund, a fund that simply invests in the broad US stock market, has an expense ratio of 0.05 %, almost four times less than the Targetmarket, has an expense ratio of 0.05 %, almost four times less than the Target Fund.

Bottom line: You would be much better off investing in this portfolio than investing in the broader Canadian stock market represented by the S&P / TSX Composite Index.

If you're looking for substantially more yield than what's on offer from the broader market (Standard & Poor's 500 - stock index delivers about 1.9 % at present), you'll want to look at so called «high dividend» funds like the HDV.

More than 85 % of the Schwab market cap index ETFs have expenses lower than 0.10 %, with an asset - weighted average expense ratio of just 0.05 %.1 As one of the largest and fastest growing ETF families, we are able to offer the broad market access and diverse options that clients seek — with some of the lowest expenses in the industry.