Sentence examples for performance expense from inspiring English sources

Their lists contain both their own funds and others, plus data on performance, expense and manager tenure.

Investments are chosen based on a model driven by factors including historical performance, expense (fee) ratio, risk profile and asset allocation.

Basically the company takes sales, operations and finance data and applies complex models to create insights on performance expenses and more.

It includes a screening tool to help you find fund families and individual funds by performance, expenses, loads, total assets and other criteria, as well as abundant additional information on 6,200 funds.

5. Performance & Expense Perceptions.

You should use independent benchmarks to assess performance and expense.

One evaluates funds on the basis of their historical performance and expenses, an approach taken by, for instance, Lipper Analytical, an American company that was bought in July by Reuters, a British information provider.

Around 19 funds a year meet the crieteria.The authors argue thatcopycat funds are typically smaller than their targets, belong to smaller fund families, and are characterised by net asset outflows, high flow volatility, weak prior performance, high expenses and high portfolio tracking error.

This makes it difficult for an investor to compare either past performance or expenses.

Notice that I'm not talking much about performance or expenses, which are obviously very important pieces of the puzzle.

(For additional funds and data on performance and expenses, see FORBES GLOBAL's 500 best offshore funds, Aug. 24).