Sentence examples for managed fund has from inspiring English sources

This actively managed fund has helped investors weather and then capitalize on recessions and recoveries since 1985.

Rick Ferri reached a similar conclusion in his excellent book, The Power of Passive Investing, noting that "Independent studies conclude that a portfolio composed of five actively managed funds has only about a 30percentt probability of beating an all index fund portfolio over 1 year, about 15percentt probability over 5 years, 8percentt probability over 10 years, and just 2percentt over 25 years".

By contrast, the average expenses of index-tracking mutual funds were 78 basis points, and actively managed funds had expenses almost twice as high.This allows fund managers like Justin Urquhart-Stewart of Seven Investment Management to create private-client portfolios consisting completely of ETFs.

A handful of actively managed funds have distinguished themselves in the 12 months through March.

In the past few years, actively managed funds have outperformed passive indexed funds—but not by much.

He noted that many actively managed funds had not proved that they can beat indexes consistently over long periods.

Regardless of the differences, the costs of index funds and actively managed funds have fallen over time by roughly the same proportion.

Some actively managed funds have beaten their peers by going even further to mirror the sector balance of the larger market.

Privately managed funds have to meet the minimum from their own resources in the event of a shortfall.This is a step back: a truly market-oriented reform would be to weaken, or even scrap, the guarantee.

It may be small consolation, but investors in index funds such as Vanguard's S&P 500, which lost 37% in 2008, can reflect on the disastrous returns some actively managed funds have rung up over the past year.

Managers of the Eaton Vance Tax Managed Growth and Dreyfus Premiere Tax Managed funds have never passed on a penny in capital gains taxes.