Sentences with phrase «underperform other equity funds»
Groups of stocks, such as value and growth, go in and out of favor which may cause certain funds to underperform other equity funds.
https://fpa.com/ Not exact matches
Investment Strategy Risk: Securities that have high book to market ratios and / or high profitability may perform differently from the market as a whole and an investment strategy emphasizing these securities may cause the Portfolio to at times underperform equity funds that use other investment strategies.
Value Investment Risk: Value stocks may perform differently from the market as a whole and following a value - oriented investment strategy may cause the Portfolio to at times underperform equity funds that use other investment strategies.
The fund's portfolio may underperform the general equity markets, or other asset classes, with the potential for greater individual security risk, asset class risk, and higher industry concentration risk than more broadly diversified portfolios.