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blend fundの例文

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  1. In the process, you can balance the portfolio a little better, getting away from the heavy over-reliance on the large-cap growth and large-cap blend funds that now dominate the portfolio.
  2. Most 401 ( k ) menus offer a large-cap blend fund, typically a Standard and Poor's 500 Index offering or a fund such as Fidelity Magellan, which fishes in the same waters.
  3. Such blend funds gained 0.3 percent a year during that time, according to Morningstar Inc ., while the Standard & amp; Poor's 500 was off 9.2 percent, annualized.
  4. As a class, large blend funds lost 9.3 percent, according to Morningstar Inc . By comparison, the S & amp; P 500 lost 10.2 percent in that time, Morningstar said.
  5. Bogle noted that an examination of five-year performance data of large-cap blend funds revealed that the lowest cost quartile funds had the best performance, and the highest cost quartile funds had the worst performance.

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