Fund Performance
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Funds That Clear the High-Cost Hurdle
… investing costs not only eat away at returns over time , they provide one of the strongest indicators of long-term fund performance , with low-fee funds generally outperforming high-fee funds regardless of asset class and time period. But even …
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Not So Golden Years: How an Aging Society Can Impact the Markets
… purposes only and do not represent actual iShares Fund performance . Index performance returns do not reflect any management ..... not guarantee future results. For actual iShares Fund performance , please visit www.iShares.com or request a prospectus …
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Quarterly Review 1st Quarter 2012
… was included for educational purposes only and should not be used to evaluate any Hatteras Alpha Hedged Strategies Fund performance . Past performance does not guarantee future results. DISCLAIMER The opinions expressed in this report are subject …
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Adding Alpha Through Innovation and Imagination
… what we believe are revolutionary stocks, we want to hold them in a significant enough size to substantially impact Fund performance if we’re right. And, if we’re wrong, the correlation between our names is virtually nil, which helps to minimize …
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Do Fund Flows Show a Bond Bubble?… Well, Kevin, it's always great to hear from you and examine this intersection between investor behavior and fund performance and fund flows. Thank you so much for joining me. McDevitt: Great. Thank you, Christine. Benz: Thanks for …
to hear from you and examine this intersection between investor behavior and fund performance and fund flows. Thank you so much for joining me. McDevitt: Great. Thank you, Christine. Benz: Thanks for watching. I'm Christine Benz -
Patience is a Virtue
… the state of the fund industry, boom or bust: Investment results are more dependent on investor behavior than on fund performance . Mutual fund investors who hold on to their investments are more successful than those who time the market. Mutual …
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Don't Discount Value of Low Fees Over the Long Term
… choices based solely on expense ratio (though, as Kinnel points out in this article , they are a great predictor of fund performance , with low-cost funds consistently beating high-cost funds regardless of asset class and time period). Standard …
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SteelPath MLP Alpha Fund Quarterly Commentary
… result have a more limited performance history than the Alerian MLP Index. Please review page 2 for fund performance information. Fund Performance and Characteristics Fund Overview The Alpha Fund underperformed for the quarter relative to its benchmarks …
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SteelPath MLP Select 40 Fund Quarterly Commentary
… result have a more limited performance history than the Alerian MLP Index. Please review page 2 for fund performance information. Fund Performance and Characteristics Fund Overview The Select 40 Fund underperformed for the quarter relative to its …
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SteelPath MLP Income Fund Quarterly Commentary
… consistent with our Annual Review as we continue to expect MLP distribution growth to average 7% for 2012.<PAGEBREAK> Fund Performance and Characteristics Fund Overview The Income Fund underperformed for the quarter relative to its benchmarks, the Lipper Equity …