Sentences with phrase «year equity category»

Ditto here for the 30 year equity category.

Here is how I applied its formula: OK, a few comparisons that I found insightful: Mutual Shares Z MUTHX is the top performer in APR relative to SP500 and tops all risk adjusted return (RAR) indices in the 50 year equity category.

Not exact matches

Common shares: Of the five categories of blue - chip Canadian equities that I continually monitor, only one, financials, had a negative total return this year at -6.5 %.

As of April 30, 2014, the Highland Long / Short Healthcare Fund Class A, A-LW, C and Z absolute rankings were 2, 2, 4 and 1, respectively, based on Total Return for the 1 - year period among 246 funds in the Morningstar Long / Short Equity Category.

Morningstar ratings for the Gold and Precious Metals Fund (USERX), in the Equity Precious Metals fund category: USERX was rated 5 Stars Overall out of 71 funds, 5 Stars out of 71 funds for the three - year period, 5 Stars out of 64 funds for the five - year period, and 4 Stars out of 46 funds for the 10 - year period, as of December 31, 2016.

Not surprisingly, international equity has been one of the more popular ETF categories over the first six months as some investors sought potential opportunities in funds like iShares Core MSCI EAFE IMI Index ETF (XEF), which attracted inflows of $ 72.9 million this year through June, according to BlackRock's Follow the Flow data.

Canoe Energy Class (Series A) was awarded the 2017 Lipper Fund Award in the Energy Equity Category for both the three and five - year periods ending July 31, 2017 out of a total of 14 Funds.

says James Bennett Jr., managing director of Greenwich Associates, who led a 12 - month survey of more than 100 institutional investors in the US on their use of equity flow derivatives, a category that excludes structured products, through June 30 this year.

Brownsville ISD, Cypress - Fairbanks ISD, and Judson ISD were each named first - place winners in the Over 20,000 Students category of this year's Magna Awards, which recognizes school districts and their leaders for efforts to bring educational equity to their students.

The annual report shall be in such form as may be prescribed by the board and shall include, but not be limited to: (i) discussion of progress made toward the achievement of the goals set forth in the charter; and (ii) a financial statement setting forth by appropriate categories the revenue and expenditures for the year just ended and a balance sheet setting forth the charter school's assets, liabilities and fund balances or equities.

Real estate equities (a small category comprising just three funds with 15 - year track records) and energy equity funds rounded out the Top 5, even though oil prices now hover around the US$ 50 per barrel mark.

When we did, we discovered that over the last five years, our All - Stars beat the best Canadian equity fund (in either the pure or focused categories) by nearly two percentage points a year — and the second best fund by more than three percentage points a year.

The five - year performance figures show the consistent losing pattern across most equity and several fixed income categories.

Over the past year, about 74 % of European and Eurozone equity funds did not beat their benchmarks and among all fund categories examined, the worst performing were funds invested in global markets.

Long / short equity saw a continued outflow from the category in May with $ 671 million leaving the category, bringing the year - to - date total to $ 2.8 billion.

All nine of Morningstar's U.S. equity style categories returned an annualized 14 % or more the past five years.

The Index, which is a proxy for domestic small capitalization (small cap) growth companies, was one of the top performers across all domestic equity categories to begin the year.

San Mateo, CA, February 3, 2010 — For the second consecutive year, Franklin Templeton Investments ranked # 1 out of 48 fund families for its funds» 10 - year performance in Barron's annual review of U.S. - registered mutual fund families.1 Barron's rankings are based on asset - weighted returns in five categories — U.S. equity funds; world equity funds (including international and global portfolios); mixed equity funds (which invest in stocks, bonds and other securities); taxable bond funds and tax - exempt funds — as calculated by Lipper.

In the Global Equity category, the Fiera Capital Global Equity fund is a consistent performer with superior results in each of the past four years.

This year's selection is a bit different from past Honour Rolls in that we've restricted it to four equity categories.

Quantum Long Term Equity has distinguished itself as a top quartile performer in the large cap category across various time periods, with a 14.81 percent return in the past ten years or ever since it was launched.

While the fund beat the category average in 3, 5 and 10 year period, UTI Equity Fund underperformed in the past year.

Performance for Class A units of Renaissance U.S. Equity Income Fund and the number of mutual funds in the Fund's U.S. Equity category for the period ended December 31, 2017 is as follows: 4.6 %, 1300 funds (1 year), 12.2 %, 891 funds (3 years) and 15.0 %, n / a (since inception September 16, 2013).

Over the five - year period ending December 2016, apart from Indian ELSS funds, none of the categories (across equity and debt) had a 100 % survivorship rate.

Performance for Class A units of Renaissance Global Science and Technology Fund and the number of mutual funds in the Fund's Global Equity category for the period ended December 31, 2017 is as follows: 31.1 %, 1525 funds (1 year), 18.3 %, 1034 funds (3 years), 21.1 %, 748 funds (5 years), 11.9 %, 363 funds (10 years) and 7.1 %, n / a (since inception October 28, 1996).

For the goals having a horizon of more than 3 years choose from the Equity fund categories of Multi Cap, Mid Cap, Large Cap etc. based on your risk appetite.

For example, Birla Sun Life Frontline Equity Fund has beaten the benchmark and the peer funds in the category for last 10 years.

CSM earned a 5 - star rating from Morningstar in the U.S. Long / Short Equity ETFs Category Overall for the three - year period ending December 31, 2012.

Since we published the first SPIVA Australia Scorecard in 2009, we have observed that the majority of Australian active funds in most categories have failed to beat comparable benchmark indices over three - and five - year horizons (with the exception of the Australian Equity Mid - and Small - Cap category).

When we did, we discovered that over the last five years, our All - Stars have beaten more than 95 % of Canadian equity funds, in either the pure or focused categories.

This year, I had to raise the minimum consistency requirement to 60 % (versus above 50 % for other categories) for Canadian equity funds in order to reduce the Honour Roll funds to a manageable number.

In the U.S. equity category, do not be fooled by the very strong results achieved by some funds over the past year.

In the Canadian equity category, RBC Canadian Equity Income remains in the lead, after reporting another year of superior perforequity category, RBC Canadian Equity Income remains in the lead, after reporting another year of superior perforEquity Income remains in the lead, after reporting another year of superior performance.

In the Global Equity category, Capital International has delivered superior returns each of the past three years.

In the three equity fund categories — Indian Equity Large - Cap, Indian ELSS, and Indian Equity Mid - / Small - Cap — the asset - weighted average fund returns were higher than their respective equal - weighted average fund returns over the 10 - year hoequity fund categories — Indian Equity Large - Cap, Indian ELSS, and Indian Equity Mid - / Small - Cap — the asset - weighted average fund returns were higher than their respective equal - weighted average fund returns over the 10 - year hoEquity Large - Cap, Indian ELSS, and Indian Equity Mid - / Small - Cap — the asset - weighted average fund returns were higher than their respective equal - weighted average fund returns over the 10 - year hoEquity Mid - / Small - Cap — the asset - weighted average fund returns were higher than their respective equal - weighted average fund returns over the 10 - year horizon.

However, the S&P Indices Versus Active (SPIVA) India Year - End 2017 Scorecard shows that a majority of active funds in the Indian Equity Large - Cap and Mid - / Small - Cap categories lagged their respective benchmarks over the one - year period ending in December 2Year - End 2017 Scorecard shows that a majority of active funds in the Indian Equity Large - Cap and Mid - / Small - Cap categories lagged their respective benchmarks over the one - year period ending in December 2year period ending in December 2017.

In the case of the actively managed equity mutual funds, all the fund categories have higher five - year asset - weighted returns than their respective benchmarks.

Not surprisingly, international equity has been one of the more popular ETF categories over the first six months as some investors sought potential opportunities in funds like iShares Core MSCI EAFE IMI Index ETF (XEF), which attracted inflows of $ 72.9 million this year through June, according to BlackRock's Follow the Flow data.

Birla Sun Life Frontline Equity has a track record of more than 15 years and has outperformed the category every time in last 10 years.

Equity - related categories accounted for the top 12 spots in the updated category performance list, which is the same number as last year.

In this category, Bary identifies «dividend - focused equity ETFs» and highlights NOBL, which exclusively focuses on companies that have grown dividends for at least 25 years.

Paul, Weiss was named Law Firm of the Year in the Private Equity Funds category by The Legal 500 United States Awards 2014.

Addleshaw Goddard's yo - yoing recent financial results — a 40 % leap last year in profit per equity partner was followed by a 31 % drop this year — are reflected in some changeable performances in the various categories of the Legal Cheek Trainee and Junior Lawyer Survey 2017 - 18.