Sentences with phrase «than the index fund just»

That means the hedge funds have to do far better than the index fund just to break even.

Not exact matches

The most popular ETFs still track major global indexes, but with more than 1,600 ETFs available for purchase in the U.S., one of the daunting issues investors face is one of quantity: Just because there's an ETF for something doesn't mean you should buy it, according to Robert Goldsborough, a Morningstar fund analyst.

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

More than just tempering Gross's anti-equity remarks, the longtime advocate of buying and holding equity - based index funds and ETFs went so far as to say that «equities today are more attractive relative to bonds than at any other time in history.»

We found that the VC funds larger than $ 400 million in Kauffman's portfolio generally failed to provide attractive returns: Just four out of 30 outperformed a publicly traded small - cap index fund.

Professionals rarely do so well over 50 years that their decisions about when to get in and out of a stock lead to better performance than they might have achieved by just putting money into an index fund that buys every stock in a particular category.

Conversely, had you had 100 % of your private accounts invested in an S&P 500 indexed fund or invested all of your TSP account in the C Fund just before the last recession in 2008 you would have experienced more than a 50 % drop in vafund or invested all of your TSP account in the C Fund just before the last recession in 2008 you would have experienced more than a 50 % drop in vaFund just before the last recession in 2008 you would have experienced more than a 50 % drop in value.

Index mutual funds that track a broad index of holdings that span multiple sectors may expose you to fewer risks than if you owned just a few stocks or other individual securiIndex mutual funds that track a broad index of holdings that span multiple sectors may expose you to fewer risks than if you owned just a few stocks or other individual securiindex of holdings that span multiple sectors may expose you to fewer risks than if you owned just a few stocks or other individual securities.

Any fund manager that worth his salt and did not make at least 200 % since 09 should think about their thinking models and those that make less than 50 % should consider give up managing others money and just buy S&P 500 index becasue S&P 500 is at 666.79 in March 2009, today 2100 + is up 215 + %.

I would invest retirement savings in a nice, diversified index fund (or two since maintaining the correct stock / bond mix of 70 % -75 % stocks is less risky than investing in just bonds much less just stocks).

I've learned that ETFs track an index just like a mutual index fund does, except that in general they have lower expense ratios than mutual index funds, and better tax advantages.

They also have more liquidity than an index fund, as index funds can only be bought or sold once a day, whereas ETFs can be bought and sold throughout the trading day, so it can be a great vehicle for day traders, and much safer than day trading just one stock.

I wouldn't put your entire emergency fund into investments, but if you are saving just for the sake of saving, you can earn a lot more on your money in an index fund or low fee mutual fund than you can in the bank.

So if by sticking to low - cost choices such as index funds and ETFs our Fiftysomething investor is able to lower his annual investment expenses to, say, 0.25 % a year instead of 1 %, he might be able to earn 5.75 % after expenses rather than 5 %, in which case saving 20 % a year and working three more years could leave him with a nest egg of just under $ 700,000 rather than $ 635,000.

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.

In other words, a fund manager has to beat the index by more than 1.5 % just to break even.

And more than 14 % of that is tied up in just three funds — the SPDR S&P 500 ETF (SPY), iShares Core S&P 500 ETF (IVV) and Vanguard S&P 500 ETF (VOO)-- that provide basic market exposure by tracking Standard & Poor's 500 - stock index.

When compared to the benchmark averages (sometimes referred to «Lipper Averages «-RRB-, more than 60 % of actively managed stock mutual funds fail to outperform their segment indexes (in other words, if a mutual fund targets the oil and gas industry, you'll do better just buying an index fund targeting the entire oil and gas industry rather than buying an actively managed mutual fund that targeted only the «best» companies within the oil and gas industry).

If you don't want to expend even that level of effort, you can probably just look for the word «index» in the fund names and then verify that the total fees for those funds are correspondingly low (less than 0.1 %).

So if you enjoyed that one but you're looking for more than just those index fund strategies, you'll find this book to be quite useful.

investment needed to get into more than a few funds (so you want to access different index funds — not just the SP 500).

Actively managed funds tend to charge more fees than index funds, but don't just assume your index funds are a bargain.

True diversification requires more than just stock investing: remember that index funds only go up when the entire economy goes up — and we have happened to enjoy a 25 year joyride of amazing overall market returns.

And on average, most day traders are likely to do worse overall than if they just picked up an S&P index fund.

You will never worry about beating or not beating «the market» because with index funds, you are already invested in the market rather than in just a single stock.

Stock funds average expenses are.90 %, considerably higher than indexed funds and if you buy funds with front end loads you could pay as high as 5 % or more just for this one time charge.

Some of those retail mutual funds that are trying to time the market will have a higher cost than, say, a lot of index funds, and ETFs, which are basically buying just an index, if you will, and not really trying to buy and sell to time the market.

Keep in mind that his company does more than just manage index funds.

And it sounds to me like you believe the US fund will grow more than the international fund anyway, and therefore it would be better to just put it all in a US index fund.

For instance, the SPDR S&P 500 ETF (SPY) owns the stocks in the benchmark S&P 500 Index... so rather than buy 500 individual companies, you can just buy this one fund and achieve the same goal.

Because of that, the Baa index of Moody's may lag longer than ordinary versus Fed funds... but Fed policy has been called impotent before, and usually just before it shows its bite, as in the tech bubble of 2000, or the liquidity rally of spring 2003.

Target date funds provide investors with an even more passive way to invest than just using regular index funds.

Just stick as much as possible to broadly diversified index funds or ETFs, many of which have annual expenses of less than 0.20 % a year, compared to 1 % or more for many actively managed funds.

So just to reiterate Doug's point there, it has a lot more to do with whether or not it's an indexing strategy than whether or not it's an ETF or a mutual fund.

Stock portfolios should thus do better than index funds if you can just let your System 2 do the thinking, and individual stocks give you other advantages such as better control over timing of realizing gains & losses, etc..

Apparently their newest opportunities lie in being just a bit more aggressive than a money market fund, since they've adopted the Bank of America Merrill Lynch U.S. Dollar Three - Month LIBOR Constant Maturity Index as their new benchmark.

When you are owning a portfolio of stocks the idea is that on an overall basis it should be able to deliver higher returns than Real GDP+I nflation, otherwise one is better of just holding an index fund which will tend to give returns equal to GDP + Inflation.

It's true that interest rates are near historical lows: as of early May, 10 - year Government of Canada bonds are yielding just over 1.5 %, and a broad - based bond index fund like the ones I recommend in my model portfolios yield a little less than 2 %.

Then consider when you invest your college funds yourself, you can most always do much better than what you're stuck with in most all 529 plans (just by having a monkey throw darts are several Vanguard index funds).

This means that you realized an annual return of 1.7 % less than if you would have just invested the same amounts in S&P 500 Index and bond index mutual funds over the last three yIndex and bond index mutual funds over the last three yindex mutual funds over the last three years.

Just remember that investing in individual stocks is riskier than investing in a diversified portfolio of low - cost index funds.

IMO - When you try to make the claim that index funds DO N'T perform badly in bear markets just because they happen to do better than actively managed funds, you are really doing your readers a major disservice.

I'm going to go into index funds and you're guaranteed to outperform more than half the professional money managers in the world if you just do that.

In this case, the investor is paying the advisor to make less money (than just using index funds), and assume more risks, by utilizing inefficient investment management strategies.

There just isn't a better, lower - cost, lower - stress investment than a basic index fund, as you repeatedly write.

That's why I often repeat the message of «just pay off all your debts, than start throwing it all into the Vanguard index fund».

Also, just to clarify, if someone did buy an index fund 10 years ago and just held it, they actually would have done quite a bit better than breaking even, provided the dividends were reinvested (which is usually the case).

But in fact, it was often worse than chance would suggest: Among these top performers, just 28.4 % of large - cap funds, 18.5 % of mid-cap funds, 20.5 % of small - cap funds and 21.1 % of multi-cap funds remained in the top quartile, according to the Persistence Scorecard from S&P Dow Jones Indices, a division of S&P Global.

For a strategy that is billed as the ultimate in simplicity, it may seem odd that JtB uses three stock funds rather than just Vanguard's Total Stock Market Index fund, which is a proxy for the broad - market Wilshire 5000 iIndex fund, which is a proxy for the broad - market Wilshire 5000 indexindex.