Sentences with phrase «volatility than a fund»

EM equity funds may be prone to more volatility than funds that focus on developed countries.

Seeks to provide a high level of current income, while providing lower volatility than a fund that invests in fixed - rate securities.

Because the fund invests its assets primarily in companies in a specific country or region the fund may also experience greater volatility than a fund that is more broadly diversified geographically.

Because the funds invest their assets primarily in companies in a specific country or region the fund may also experience greater volatility than a fund that is more broadly diversified geographically.

The Fund may also experience greater volatility than a fund that is more broadly diversified geographically.

Not exact matches

Designed to return the inverse of the Cboe Volatility Index, or VIX, the fund was blamed for exacerbating the stock market's drop of more than 10 %.

More so than other stock pickers, low - volatility fund managers focus on metrics like beta, standard deviation and Sharpe ratios.

The S&P 500 and the Strategic Growth Fund have both gained a bit less than 2 % since the late February market peak (though with differing levels of volatility), while the Russell 2000 is roughly unchanged.

Well, beyond 10 years you get more volatility than return, so I'd go with a 1 - 10 year bond ladder (or the bond fund equivalent).

But skeptics may be surprised to learn that the majority of hedge fund managers focus on providing capital appreciation with lower volatility than the broad markets.

To limit volatility within a pre-determined threshold, the fund can shift to fixed income and cash, favoring the fixed income component due to its greater negative correlation to equity and higher yields than cash.

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.

Unfortunately, there aren't enough names with that large of a market cap and when two of them are bigger than the rest of the sector combined, funds are forced to add smaller companies to the mix, along with the challenges they can bring like higher volatility, wider spreads and more uncertainty over earnings.

When investors begin to focus on the potential for Fed rate hikes, short - term bonds will almost certainly begin to experience lower returns and — depending on the type of fund — greater volatility than they have in years past.

Yet, more than $ 2 trillion remains in the hands of financial - engineering strategies pegged to low volatility, including volatility - control funds, risk parity, risk premia, and long - equity - trend following.

By holding your funds in fiat, you can minimize the volatility of your balance, as fiat currencies are generally less volatile than cryptocurrencies.

They entail significant risks that can include losses due to leveraging or other speculative investment practices, lack of liquidity, volatility of returns, restrictions on transferring interests in a fund, potential lack of diversification, absence and / or delay of information regarding valuations and pricing, complex tax structures and delays in tax reporting, less regulation and higher fees than mutual funds.

Those funds also are exhibiting less volatility than the market because of the juicy yields being paid.

The Fund is a non-diversified fund and therefore may be subject to greater volatility than a more diversified investmFund is a non-diversified fund and therefore may be subject to greater volatility than a more diversified investmfund and therefore may be subject to greater volatility than a more diversified investment.

The Oakmark Equity and Income Fund invests in medium - and lower - quality debt securities that have higher yield potential but present greater investment and credit risk than higher - quality securities, which may result in greater share price volatility.

The investment program utilized by the Fund does not mirror these indices and the volatility may be materially different than the volatility of these indices

With American corporations eliminating more than 84,000 pension plans since 1985, and with the stock market experiencing over a decade of unprecedented volatility, Cheryl was acutely aware of how important this decision had become for what is the first generation in history required to self - fund their retirement.

In your 20s, all stock index fund investments might seem like a fine idea, as short - term volatility matters less than long - term appreciation when a portfolio has decades to grow, says Phillip J. Deerwester, portfolio analyst and chief compliance officer at TGS Financial Advisors in Radnor, Pennsylvania.

Continued volatility in the stock market left broad - market exchange - traded funds nearly unchanged in November, with the SPDR S&P 500 ETF (NYSEMKT: SPY) gaining less than half a percent for the month.

Investments in commodity - related products may subject the fund to significantly greater volatility than investments in traditional securities and involve substantial risks, including risk of loss of a significant portion of their principal value.

Why do your funds have higher volatility than the market this year?

The low - volatility fund will target companies with lower volatility than the broad market average, while the momentum fund will invest in companies that demonstrate positive momentum.

Coming from a background analysing non-equity funds with much lower volatility, someone who can outperform an equity index with significantly less vol appeals much more than the same outperformance but with greater than index volatility.

Indeed, the performance of DUSQX and DFUSX was similar to that of JHML, although the volatility of the ETF was slightly lower than that of the funds.

Over a 3 year period on a tax adjusted basis, bond funds may deliver better returns than fixed deposits but with volatility and not in a straight line.

The Fund is a non-diversified fund and therefore may be subject to greater volatility than a more diversified investmFund is a non-diversified fund and therefore may be subject to greater volatility than a more diversified investmfund and therefore may be subject to greater volatility than a more diversified investment.

These risks may pose risks different from, or greater than, those associated with a direct investment in the securities underlying the funds» benchmarks, can increase volatility, and may dramatically decrease performance.

The extent of volatility of Gold prices in the recent years is more than that of Equity oriented securities / funds.

Fund managers aim to do this by a significant margin over the long - term and aim to deliver returns with less volatility (risk) than the broader UK equity market.

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 2015 and 2016, the fund added a significant amount of value at the expense of volatility that was somewhat higher than that of its reference ETF portfolio.

While capital gains are generally associated with stocks and funds due to their inherent price volatility, a capital gain can occur on any security that is sold for a price higher than the purchase price that was paid for it.

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.

This way, u will get the best of both worlds — liquid fund will give u returns higher than your savings account and u will also balance the market volatility thru the SIP route.

The volatility of the fund, measured by the standard deviation of monthly returns, was slightly higher than that of the reference ETF portfolio.

Low - volatility funds take different approaches, but they generally focus on stocks that have a record of milder swings than the rest of the market.

Historically, a broadly diversified portfolio of stocks (now easily obtained with one or two index mutual funds) has usually provided much higher long - term returns than bonds or cash, but with inevitable, dramatic ups and downs (volatility) that can be very stressful.

when it comes to less than 3 years, debt fund face a very tough competition with FD bcz FD gives you zero volatility return where as in debt funds little bit of volatility will be there.

Its reference ETF portfolio produced a 73.6 % cumulative return, more than double the 31.3 % of the fund, and did so with a slightly lower volatility.

In addition, under certain market conditions, the funds may accept greater volatility than would typically be the case, in order to seek their targeted return.

It also returned about 8 % more than the fund on a cumulative basis and with a 59 % lower volatility.

The fund's standard deviation, a measure of volatility of returns, was about 0.5 % higher than that of the reference ETF portfolio.

At about 13.6 %, the fund's standard deviation (a measure of volatility of returns) was only 0.2 % higher than that of the reference portfolio.

It's possible that this manager wants you to indicate a separate emergency fund to allocate a portion of your account to a low volatility US Treasury fund or something of the like, this would be materially different than investing in a broad market / large cap fund like VOO or VTI.