Sentences with phrase «volatility funds tend»

Because their prices can be so sensitive to interest rates, strategists at BlackRock generally prefer stocks outside what they call the «RUST» belt of real estate, utilities, staples and telecoms — where low - volatility funds tend to have bigger concentrations than S&P 500 index funds.

Another risk lies in the areas of the market that low - volatility funds tend to favour.

Not exact matches

The higher volatility of bear markets tends to chop up these funds over time.

Those stocks also tend to hold up better in periods of volatility, when hedge funds often sell their large - cap stocks to boost their own liquidity.

While volatility isn't always a terrible thing - some of that volatility is upward - the best - performing funds over time tend to be those that post consistently solid returns relative to their volatility rank.

In the Global Allocation Fund, we have increased exposure to quality companies with stable cash flows in more defensive sectors, particularly within healthcare and consumer staples, where demand tends to be more inelastic and may be able to withstand increased market volatility.

Funds tend to have lower dividend yields than large - cap funds and to have somewhat higher volatiFunds tend to have lower dividend yields than large - cap funds and to have somewhat higher volatifunds and to have somewhat higher volatility.

Investors typically own short - term bond funds as a low - risk vehicle to preserve their principal, so losses in this segment tend to be more upsetting than a downturn in investments such as stock funds where volatility can be expected.

As the Fund tracks the US stock market excluding the S&P 500 Index, which comprise 500 large cap companies, the companies tracked by the Fund would be significantly smaller in market capitalization, and would tend to be less mature with higher volatility.

By contrast, high - quality bonds such as those found in investment - grade corporate funds like the iShares 1 - 3 Year Credit Bond ETF (CSJ A-89) and the iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD A-66), etc.), or in Treasury portfolios such as the iShares 1 - 3 Year Treasury Bond ETF (SHY A-97) or the iShares 10 - 20 Year Treasury Bond ETF (TLH B - 65), etc.) tend to buffer portfolio volatility to a much greater degree.

We expected volatility such as this when we launched the fund — the small number of stocks and relatively large positions tends to mean a volatile unit price.

Same thing for hedge funds; they tend to be volatility - averse on average; and their investors may be technically more sophisticated than mutual fund investors, in practice, they make the same mistake of chasing performance.

In my opinion, because of hedge fund - of - funds, which like nerds, volatility tends to hurt hedge funds in aggregate, but not by much.

Closed - end funds tend to trade with higher volatility from their NAV than ETFs because ETFs have authorized participants that actively follow the shares and take action to reconcile the price in the open market when it deviates from the NAV.

High quality businesses are attractive because their intrinsic value tends to grow with low volatility through time, and they're not dependent on the capital markets to fund their businesses.

Additionally, since the fund is comprised of NASDAQ stocks, it will tend to more more volatile than a broader market index like the S&P 500 and of course, other safe investments with lower volatility that rely on income for net returns rather than capital appreciation.

As average returns across funds tend to smooth out performance volatility due to the imperfect correlation between these funds, we also charted the performance statistics for quintile portfolios by return for the 36 funds that had full performance data for our analysis period.

This change in the discount or premium of the shares of closed end funds tends to magnify the volatility of the underlying securities.