Expected Returns

What is an expected return?

Expected return is the probability-weighted average of potential investment outcomes; Integrity targets higher expected returns by focusing on factors like size, value, and profitability, while adhering to Catholic values.

Expected return is the probability-weighted average of all potential investment outcomes—in other words, the average return an asset may deliver over time. At Integrity, we draw on the information embedded in market prices by tilting toward proven factors like size, value, and profitability. This helps us systematically target higher expected returns while staying aligned with Christian moral values.

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