Dorsey Wright offers comprehensive investment research and analysis through our Global Technical Research Platform and various models and indexes, which apply our expertise in Relative Strength to separately managed accounts SMAs , mutual funds, exchange traded funds ETFs and other financial products. If you are interested in learning more about Dorsey Wright, request a detailed money manager report here. To find out if Dorsey Wright could be a beneficial addition to your investment portfolio and whether international exposure could help you achieve your financial goals, request your free, personalized Money Manager Recommendation here.
Information provided in this report is for informational and illustrative purposes only. This material is not intended to be relied on as a forecast, research or investment advice, and is not a recommendation, - or solicitation to buy or sell any securities or to adopt any investment strategy.
While WrapManager, Inc. There is no guarantee that any manager or product will be successful in achieving the objective described. The strategy used by the money manager listed is not suitable for all investors. Prior to selecting a money manager it is important you discuss the manager with your financial advisor. Your financial advisor can help you determine proper suitability constraints and objectives as determined from your individual needs and circumstances.
Information pertaining to WrapManager, Inc. Commentary Blog. WrapManager's Wealth Management Blog. What is a Relative Strength Investment Strategy? Q: Dorsey Wright was founded in Can you tell us a little bit about the history of your firm, including your acquisition by Nasdaq in ? This and other information is in the prospectus and summary prospectus. Please read the prospectus and summary prospectus carefully before you invest.
There is no guarantee that the Fund will achieve its investment goal. An investment in the Fund is subject to risk, including the possible loss of principal amount invested. Other Fund risks include market risk, equity risk, ETN risk, closed end fund risk, asset allocation risk, early closing risk, short sales and leverage risk, liquidity risk, trading risk, and turnover risk. This Fund may not be suitable for all investors. See prospectus for details regarding risk.
Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three- and five-year Morningstar Rating metrics.
All Rights Reserved. The information contained herein: 1 is proprietary to Morningstar; 2 may not be copied or distributed; and 3 is not warranted to be accurate, complete or timely. Examples include oil, grain and livestock. Correlation is a statistical measure of how two variables relate to each other. Two different investments with a correlation of 1. The higher the correlation, the lower the diversifying effect. Currency refers to a generally accepted medium of exchange, such as the dollar, the euro, the yen, the Swiss franc, etc.
Market neutral is a strategy that involves attempting to remove all directional market risk by being equally long and short. Futures refers to a financial contract obligating the buyer to purchase an asset or the seller to sell an asset , such as a physical commodity or a financial instrument, at a predetermined future date and price.
Global macro strategies aim to profit from changes in global economies that are typically brought about by shifts in government policy, which impact interest rates and in turn affect currency, bond and stock markets. Hedge funds invest in a diverse range of markets and securities, using a wide variety of techniques and strategies, all intended to reduce risk while focusing on absolute rather than relative returns.
Leverage refers to using borrowed funds to make an investment. Investors use leverage when they believe the return of an investment will exceed the cost of borrowed funds. Leverage can increase the potential for higher returns, but can also increase the risk of loss. Managed futures involves taking long and short positions in futures and options in the global commodity, interest rate, equity, and currency markets.
Precious metals refer to gold, silver, platinum and palladium. Private equity consists of equity securities in operating companies that are not publicly traded on a stock exchange. Real estate refers to land plus anything permanently fixed to it, including buildings, sheds and other items attached to the structure. Short selling or "shorting" involves selling an asset before it's bought. Typically, an investor borrows shares, immediately sells them, and later buys them back to return to the lender.
Volatility is the relative rate at which the price of a security or benchmark moves up and down. Volatility is also an asset class that can be traded in the futures markets.
Tradable volatility is based on implied volatility , which is a measure of what the market expects the volatility of a security's price to be in the future. Geared investing refers to leveraged or inverse investing. CSM rated 5 stars for the 3-year period ending March 31, among 99 U. All Rights Reserved. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The fund's performance and rating are calculated based on net asset value NAV , not market price.
An ETF's risk-adjusted return includes a brokerage commission estimate. This estimate is intended to reflect what an average investor would pay when buying or selling an ETF.
This estimate is subject to change, and the actual commission an investor pays may be higher or lower. Morningstar compares each ETF's risk-adjusted return to the open-end mutual fund rating breakpoints for that category.
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