Sentences with phrase «toward large portfolio»

Not exact matches

BWZ is heavily weighted toward debt from Japan with another large fraction of the portfolio distributed among the Eurozone countries.

This tablet is suited toward imaging professionals, drafters, and engineers, the type that work on a drafting board or lug around large portfolio cases to client meetings.

The resulting portfolio features hefty allocations toward large capitalization value stocks.

Tilting toward the size factor by investing in small cap stocks can provide diversification away from large caps, but often comes with higher portfolio volatility, potentially lower liquidity, and higher transaction costs.

Tilting toward the size factor by investing in small - cap stocks can provide diversification away from large caps, but often comes with higher portfolio volatility, potentially lower liquidity, and higher transaction costs.

Investors should also be mindful of the fund's heavy orientation toward technology stocks, which makes it more a sector rather than core large - cap growth holding in the overall portfolio.

Because it's an index fund, the portfolio is skewed toward large debt issuers, such as California and New York, which are weighted more heavily in the index.

Otherwise your portfolio will have a bias toward large cap stocks that you might not want.

«The fund's market - capitalization - weighting approach skews the portfolio toward large multinational firms,» said Morningstar.