Sentences with phrase «than the broader market»

The quality portfolio may have higher risk - adjusted returns than the broad market, but it will also likely have lower overall returns due to the lower yield.

For example, a tech fund carries more risk than a broad market fund.

That's more than 100 basis points higher than the broader market, by the way.

A sector funds tend to be riskier and more volatile than the broad market because they are less diversified, although the risk level depends on the specific sector.

The low - volatility fund will target companies with lower volatility than the broad market average, while the momentum fund will invest in companies that demonstrate positive momentum.

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

Some sector funds tend to be riskier and more volatile than the broad market because they are less diversified, although the risk level depends on the specific sector.

So Check Point is growing at a slower pace than the broader market it operates in, and has told investors to expected a muted result for Q4.

REIT — reasonable returns, but riskier than the broad market; with a relatively low correlation with stocks you can profit from rebalancing.

Because they are politically incorrect, companies in the tobacco, alcohol and defense industries tend to trade at lower valuations and higher dividend yields than the broader market.

Not only is the sector less profitable than the broader market, but today profitability is especially low.

These indexes more closely align with the active investment process than broad market cap - weighted indexes.

As we saw in my last post, the research suggests it may be possible to build a portfolio of stocks with lower volatility than the broad market without sacrificing expected returns.

This fund may be attractive to investors who are looking to at least beat inflation while taking less risk than the broader market.

The least volatile portfolio also had a higher risk - adjusted return than the broad market.

Dividend stocks tend to be less volatile than the broad market, but not much.

Depending on the segment, retail exhibits anywhere from 3 % to 44 % greater volatility than the broader market.

That's also far lower than the broader market's P / E ratio.

The dividend ETF, for instance, sank as much as 26 per cent, a decline that was much worse than the broader market or the underlying stocks that comprise the fund.

As an example, those investors that were simply willing to alter their US equity allocations and purchase defensive US sectors in their portfolios suffered less downside volatility materially than the broad market during the last two bear markets.

«These new listings build on our successful suite of low volatility ETFs and are structured to help manage the highs and lows of the markets,» says Kevin Gopaul, Chief Investment Officer and Senior Vice President, BMO Asset Management Inc. «Our unique methodology seeks to provide investors with lower risk than the broad market while still offering growth opportunities.»

A theoretician may define it as an ETF providing index - based exposure to any investment risk factor other than broad market risk.

«Our analysis indicates that information technology hardware and data networking stocks typically provide less downside protection than the broader market during a correction.

Goldman's shares have shot up more sharply than the broader market and other bank stocks.

For example, since peaking in April, the Nasdaq Biotech Index had fallen nearly 10 % at its lows, a much more severe decline than the broader market.

This strong competitive position and earnings growth compels us to remind you that Apple, adjusting for net cash, currently sells at a P / E (price to earnings per share ratio) of only 8x our FY 2015 forecast, a significantly lower P / E than a broad market index, the S&P 500, which trades today at a P / E of 15x FY 2015 consensus.

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

Because XLP pulls its stocks from the S&P 500 rather than the broad market, it holds far fewer names than our benchmark, producing somewhat - concentrated exposure.

Still, if you pursued these strategies by buying and holding low - cost index funds for many decades, there's at least a moderate chance you could earn returns that are better than the broad market averages.

It should be noted that during a major bear market or correction bond funds, especially, short term bond funds, are the ballast in your account and either stay the course or recover much quicker than the broader market as a whole.

Furthermore, the two least volatile quartiles exhibited lower volatility than the broad market universe.

In fact, while many believe dividend stocks are much safer than the broader market, Zweig says that's not true.

Mordy adds the caveat that ZDB may expose investors to more corporate issuer risk than a broad market bond ETF like BMO Aggregate Bond Index (ZAG).

«They're intended to move more aggressively than the broader market that they're representing.

Wealthsimple offers six different impact investing ETFs: «CRBN,» which are global stocks with a lower carbon exposure than the broader market; «PZD,» which is essentially cleantech; «DSI,» an ETF with socially responsible companies in the U.S.; and «SHE,» with companies that achieve greater levels of gender diversity.

Other than the broad market rally, there is no immediate catalyst for EOS» strong performance recently.

The building's occupancy rate is stronger than the broader market rate in Baltimore.

That yield, by the way, isn't just much higher than the broader market, it's also almost 90 basis points higher than the stock's own five - year average yield.

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.

While some of these newer metrics show dividend stocks and / or dividend growers performing slightly better than the broader market, it's certainly not the slam dunk for dividend stocks that was initially implied by the Ned Davis graph.

Issues defined as «growth stocks» have a number of common traits, but the most important is that their earnings are expected to grow at a faster pace than the broader market over a period of time.

He's also a fan of companies that can consistently create cash flow, and given his historical preferences, the Oracle of Omaha has generally bought stocks that are inherently less volatile than the broad market — attributes that only took the world of academia five decades to officially figure out, even though Buffett has been willing to drop such hints for about as long.

Rooted in strong fundamentals, First Asset «s smart solutions strive to deliver better risk - adjusted returns than the broad market while helping investors achieve their personal financial goals.