Sentence examples similar to a managed stock from inspiring English sources

In other words, "What is the Maximum loss you would accept before you would begin to feel very Uncomfortable?" If you are more moderate risk (Goal of 9% to 10% per year over 5-10 years) a tactically managed stock portfolio to where you will not have catastrophic losses within your portfolio is your best choice.

If they are, consider all these strategies: n Own either individual stocks or an index fund, not an actively managed stock fund.

Over the last 40 years, he has preached with missionary zeal and proven statistical analysis that the annual expenses and fees of an actively managed stock mutual fund end up costing investors a whopping 2.25% per year reduction in overall return.4 This can add up to over one-third of the long-term return of the stock market.

Say that in 1971 a top-tax-rate investor bought $1,000 of a typical tax-inefficient managed stock fund and $1,000 of a tax-managed S&P index fund.

A study released earlier in the year by the fund tracker Lipper Inc. found that on a dollar-weighted basis, trading commissions at an average actively managed stock fund took away around 0.20 percentage point of performance in 2003.

If you're looking for growth and you want to hold a bunch of actively managed stock funds that turn over their holdings a lot, generating short-term taxable gains, stash them in a 529.

It farms out management of $66 billion in actively managed stock funds.

Standard & Poors publishes a biannual analysis of the performance of index and actively managed stock and bond funds.

The average actively managed stock fund charges 1.68% a year.

Actively managed stock funds or international funds are the most costly.

Use our Best Buy rankings of actively managed stock funds.