Sentences with phrase «than the index»

Have Balanced funds returned better than index funds over the longer term?
I've several times repeated my advice on investing in individual stocks: do it if you enjoy it, but don't expect to do better than index funds over the long haul.
So it's simply not true to say that actively managed funds have no chance of earning higher returns than index funds over the long term.
An actively managed fund will charge more than an index fund.
The example shown has a return less than the index in 3 or 4 years out of 10.
The entire group of investors will earn the market rate of return, and the average will be negatively offset by active management fees that are higher than index fund fees.
We used mean spring temperature rather than another index of spring (e.g., growing degree days) due to the ease of calculating, displaying, and explaining this variable.
This is an example where an actively managed fund beats the index and yet the net returns are lower than an index fund.
They offer much lower fees than index mutual funds.
I'm not saying you should never go active, but I think when you go active, you are much more likely to do worse than index investing.
They generally have much lower management fees than index mutual funds, and they offer far more variety.
Is your ring finger longer than your index finger?
Because of this cushion, our strategy will actually look less volatile than the index, most of the time.
In men, the ring finger tends to be much longer than the index finger.
His treatment of his long - standing themes became a kind of metaphor of painting rather than an index of what he painted.
There is no evidence that active managers, on average, have been able to produce better performance than index funds in down markets.
An active manager could have a significantly higher turnover than an index tracker, before incurring the same level of costs.
Keep in mind that not all ETFs are cheaper than index funds and trading and annual account fees can vary quite a bit between institutions.
The second camp is still convinced that, through diligence and careful assessment of individual stocks, they can achieve better results than index investing.
I came across the concept of «Active share» - percent of your portfolio different than the index - analogous in some ways to tracking error.
The editor could have done more work to make the index complete; I was surprised to find myself mentioned in the book more times than the index noted.
If your brokerage charges $ 29 per trade this will add an extra $ 116 to your annual costs — which makes the ETF option more expensive than the index funds.
Also consider the fact that index ETFs are more tax efficient than index mutual funds.
But for somebody with a reasonably large portfolio, I believe you can effectively create your own index fund for less cost than an index fund.
In spite of the debt in our country, the T - bill is definitely safer than an indexed fixed annuity.
What are people's thoughts on advisors that recommend anything other than index funds?
This also means that a high beta stock will fall more than the index when the broad market goes down.
I won't ever be more invested in individual stocks than index funds, as tempting as it might be at times.
Inflation for individual items within the basket may be higher or lower than the index rate.
In the star lab, activity leaders challenged students to build a bridge that could hold weight with nothing more than index cards.
We all know that annuities are more complicated than index funds.
Considering the fact that the clear majority of active funds have less risk than index funds, this is a horrible comparison.
It's far more affordable than it's ugly step brothers traditional universal life, variable universal life, whole life and how can I put this, more straightforward than indexed universal life.
In other words, you will earn less than the index because you're not getting the dividends.
Although ETFs typically have lower expenses than index funds, you have to pay a commission when you buy or sell them, so you want to minimize trading costs.
That ~ 15 % position in Canadian banks was a lot easier to swallow than the index weighting.
An active fund has greater diversification than an index product, even if the fee is slightly more.
A portfolio of diversified dividend paying stocks can actually be cheaper to own than an index fund.
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.
I recommend them as a good way to get some technology exposure, as they are more diversified than the index funds.
An inside look at making money with the top new portfolio strategies, using the same old funds to get to new and higher profits than the index or average investor.
A portfolio of private equity and bonds will do about as well as some equity index funds, on average, with a much wider degree of variation than the index funds.
In a down market, they should still be better off than the indexes.
The returns on investment are lesser equivalent than the index.
The settlement is based on physical delivery rather than an index price from across other exchanges, providing greater pricing transparency.
Cash flow from RE affords greater tax benefits than those index funds.
This means an ETF can in theory fall by more than the index falls, or rise by more than the market rises.
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