Sentences with phrase «using benchmark index»

DFA's indexes do not abide by the same rules of construction as other widely used benchmark indexes such as the Russell or S&P indexes, but the company certainly applies and adheres to its own rules within its funds.

ETF managers use benchmark indexes to manage their ETF portfolios.

In our investing Models, alpha is the value of selecting open - ended mutual funds, compared to using benchmark indices, to fund the asset classes; given the same asset class mix, over the same time horizon.

Not exact matches

The benchmark index for equity volatility rose to more than twice its level the day before, crushing bettors who'd gotten used to years of very low volatility.

BLK plans to invest in smaller firms that analysts cover less and therefore might be under - or overvalued, and returns will be judged using the Russell 2000 Index as a benchmark.

The benchmark we use is the broad MSCI (Morgan Stanley Capital International) Emerging Markets Index; it increased by 39.4 % in 2007.

IXUS offers an extremely broad portfolio of international equities, tracking the same index that we use for our segment benchmark.

In addition to scanning hundreds of daily ETF chart patterns every night, we also use percentage change charts to compare the performance of numerous industry sectors with the benchmark S&P 500 and / or Nasdaq Composite indices.

The benchmark the complaint uses to measure the difference between actual returns under the Intel plans and what the complaint contends these returns should have been is a series of indexed Fidelity funds.

Where investors can get confused and / or make mistakes, is that many total stock market index funds use the Wilshire 5000 Index or the Russell 3000 Index as the benchmark or, as Morningstar labels it, the «best - fit index.&rindex funds use the Wilshire 5000 Index or the Russell 3000 Index as the benchmark or, as Morningstar labels it, the «best - fit index.&rIndex or the Russell 3000 Index as the benchmark or, as Morningstar labels it, the «best - fit index.&rIndex as the benchmark or, as Morningstar labels it, the «best - fit index.&rindex.»

Alpha can be calculated using various different index benchmarks within an asset class.

Vanguard has already announced the use of transition indexes for its sector ETFs tracking MSCI's U.S. sector benchmarks.

An index is a collection of specific stocks or bonds that the industry uses as a benchmark for investors (like mutual funds) to measure how their performance stacks up against the «overall market segment» performance.

If the benchmark used in beta calculation is a volatile index, then the calculated beta will look deceptively small for investors who have diversified portfolios and do not expect significant fluctuation in the values of their holdings.

Using weekly dividend - adjusted returns for HSGFX during 11/21/00 (the earliest available) through 7/26/13 (660 weekly returns), along with contemporaneous weekly returns for the S&P 500 Index and the Russell 2000 Index as benchmarks, we find that: Keep Reading

SPDR Dow Jones REIT ETF, on the largest real estate ETFs, uses the Dow Jones U.S. Select REIT Index as its benchmark.

The index is used as a benchmark; however, you do not actually invest in it, offering balance and protection against the ups and downs in the market.

The index, such as the S&P 500 or the Dow Jones, is used as a benchmark to credit interest.

«After eight years of struggling to outperform the S&P 500, Mike Willis has decided to use the benchmark against itself by equal - weighting all 500 stocks in the index.»

In another reduction of alternative indexes that use different valuations and business fundamentals to weight companies, Claymore Advisors is seeking to switch an existing exchange - traded fund to a more traditional market - cap size weighted benchmark.

The reported return of each of the sample portfolios was derived using what we, as of the date hereof, deemed to be the most appropriate available benchmark indices for the asset classes making up that portfolio.

Sector Rotation Using Only Sector ETF In developing and implementing a system for sector ETF investment, it is important to select an appropriate benchmark index.

The index is used as an external benchmark — you do not actually invest your funds in it.

Inverse exchange traded funds are ETFs that, through the use of derivatives replicate the inverse of whatever index or benchmark it is designed to track.

Government bonds are measured by the Bloomberg Barclays Government - Related Index, a universe of Treasury bonds used as a benchmark against the market for long - term maturity fixed - income securities.

These annuities use financial indexes as a benchmark for earnings.

Our suite of over 900 equity and fixed income ESG Indexes designed to represent the performance of some of the most prevalent ESG strategies can be used to help institutional investors more effectively benchmark ESG investment performance, issue index - based investment products, as well as manage, measure and report on ESG mandates.

We decided to use FiveThirtyEight.com, developed by Nate Silver, as a benchmark as they're renowned for their ability to use rankings and power indexes to find each team's «true» odds.

Barclays has sold its benchmark indices and risk analytics business, which includes the widely used Barclays U.S. Aggregate Bond Index, to financial information provider Bloomberg for about $ 781 million.

The two Vanguard funds attempt to outperform their benchmark indices using a quantitative strategy.

Hypothetical retirement income is expressed in index points, and can be used as a yardstick for systematic withdrawal strategies — expanding the role of S&P STRIDE from wealth accumulation benchmark to decumulation benchmark.

ETFs such as the iShares Core MSCI Emerging Markets ETF (IEMG), which uses the MSCI Emerging Markets Investable Market Index as its benchmark index, offer diversified exposure to Asia and other emerging marIndex as its benchmark index, offer diversified exposure to Asia and other emerging marindex, offer diversified exposure to Asia and other emerging markets.

It also demonstrates the importance of benchmark selection, especially when a single static index is used.

Today's Getting Going column by Jonathan Clements warns against using the S&P 500 Index as the benchmark (free) for portfolios.

The S&P China High Quality Corporate Bond 3 - 7 Year Index, an investible index tracks the performance of Chinese corporate bonds within three to seven year tenors and uses more stringent rating criteria, has outperformed its boarder benchmark and returned 5.70 % YTD, as of August 27, Index, an investible index tracks the performance of Chinese corporate bonds within three to seven year tenors and uses more stringent rating criteria, has outperformed its boarder benchmark and returned 5.70 % YTD, as of August 27, index tracks the performance of Chinese corporate bonds within three to seven year tenors and uses more stringent rating criteria, has outperformed its boarder benchmark and returned 5.70 % YTD, as of August 27, 2015.

Short ProShares may use derivative products, including futures contracts and / or swap agreements, to obtain short exposure to indexes or benchmarks.

For the industries of these stocks, I am using GICS classification, which stand for Global Industry Classification Standards and are used to weigh benchmarks like the S&P 500 Index.

It uses the S&P ® Strategic Futures Index as a performance benchmark.

By using the S&P STRIDE indices as a benchmark, those who adopt retirement income provisions into an IPS receive an appropriate yardstick against which they can gauge their progress.

Both individual investors and institutional investors (like mutual fund companies and pension funds) use indexes and averages as benchmarks to evaluate performance.

** The MSCI World Index (the benchmark) is an unmanaged portfolio of equity securities used as a point of comparison for the strategy.

Using a passive investing strategy benchmarked to the major indices can significantly reduce «survivorship risk» in your portfolio and produce a more consistent long - term investment experience.

While a TWRR (the method used by ETFs, mutual funds and index benchmarks) is not affected by cash flows, contributions and withdrawals will affect an investor's MWRR.

FWIW, the risk of underperformance also came to mind, but I think that's mostly used to describe the risk of choosing, say, an actively - managed fund (or individual stocks) over a passive benchmark index investment more likely to match market returns.

Vanguard announced last October that it would be ending its relationship with MSCI, one of the largest index providers in the world, and using new benchmarks for many of its most popular ETFs.

When we use this calculator with Buster's TFSA, his rate of return is much closer to that of the index benchmark because the influence of the single ill - timed contribution is reduced and his rate of return is much closer to the index benchmark:

Any time an ETF or index fund uses a third - party benchmark, it pays a licensing fee.

Effective July 29, 2013, the Value Fund removed the 50 % requirement, and continues to use the MSCI World Index (Hedged to US$) as the most relevant benchmark.

While the index is used as a benchmark, you don't actually invest in it — FIAs do not directly participate in any stock or equity investments.

To set your rate, the lender will start with an index rate, like the prime rate or LIBOR (a benchmark rate used by many banks), then add a markup depending on your credit profile.