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blend fundの例文

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  • Blend funds are not biased toward either growth or value.
  • The fund tracks the performance of the average large-cap blend funds even more closely.
  • Also, the Smith Barney Large Cap Blend fund looks suspicious, with only a . 77 percent yield.
  • But it's also unlikely to fall far from the average of the large-cap blend funds.
  • I'm concerned my investments aren't diverse enough because they are mostly large-cap blend funds.
  • For blend funds, which typically use a combination of value and growth styles, it was in the 20s.
  • The Main Street fund's turnover is 81 percent, versus 63 percent for the average large-cap blend fund.
  • I would go with 32.5 percent each in Magellan and Growth and Income, both large-cap blend funds.
  • High turnover was most harmful to large-capitalization value and blend funds _ which represent nearly 40 percent of all domestic equity funds.
  • Consider moving at least half of your savings to a large-cap blend fund such as Fidelity Contrafund or Fidelity Spartan 500 fund.
  • It returned 29 . $ percent for the first nine months, which puts it in the bottom half of small cap blend funds.
  • That places the fund in the top 4 percent of large blend funds, which lost an average of 10.2 percent, annualized.
  • Index 500's 2.7 percent loss compares to a loss of 0.7 percent for the median large-cap blend fund.
  • The fund, a small-cap blend fund, returned 29.6 percent in the quarter, for ninth place among domestic diversified equity funds.
  • That compares with 23.1 percent for its peer group of large blend funds and 27.7 percent for the S & AMP; P 500.
  • The average large blend fund, which invests in large-capitalization stocks with both growth and value characteristics, returned just 12.9 percent, Morningstar said.
  • That is better than the 16.3 percent, on average, for mid-cap blend funds, a category that includes his wide-ranging portfolio.
  • The only small-cap blend fund that Morningstar accords above-average grades to is Fasciano fund ( although Lipper puts it in the mid-cap category ).
  • New small-cap blend funds held a 7.7 percentage-point edge; for new small-cap value funds the difference was 4.8 percentage points.
  • These will typically be large-cap blend funds for people whose investment time frame is less than 15 years or whose appetite for risk isn't all that great.
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