Past performance is no guarantee of future results. The James Advantage Mutual Funds are distributed by Ultimus Fund Distributors, LLC (Member FINRA) Private and separately managed accounts and related investment advisory services are provided by James Investment Research, Inc., a federally registered ...
returns assume reinvestment of income, dividends and capital gains distributions and reflect changes in net asset value. You should note that the James Advantage Funds are professionally managed mutual funds while the indices are unmanaged, do not incur expenses and are not available for investment. ...
Past performance is no guarantee of future results. The James Advantage Mutual Funds are distributed by Ultimus Fund Distributors, LLC (Member FINRA) Private and separately managed accounts and related investment advisory services are provided by James Investment Research, Inc., a federally registered ...
returns assume reinvestment of income, dividends and capital gains distributions and reflect changes in net asset value. You should note that the James Advantage Funds are professionally managed mutual funds while the indices are unmanaged, do not incur expenses and are not available for investment. ...
“In addition to customization at the investment level, portfolios can be rebalanced more frequently and in a more customized manner than in a more traditional mutual-fund-based DC plan,” DST says. Tina Wilson, senior vice president and head of the investment innovation unit at MassMutual in ...
Mutual fund investors often question whether to be cautious about equity markets and time an exit when it’s they're at all-time highs or stay invested for future benefits. “I think the key thing here is to be in the market at all points of time,” said Raghav Iyeng...
Mutual funds are a simple way to diversify your portfolio and benefit from professional investment management. Whatever your goal is, BMO has a fund to match.
Market valuations play a key role in the asset allocation strategy of BAFs. The fund manager allocates more to debt when equity markets are overvalued, and more to equity when markets are attractive. Who can Invest? Investors with a long-term investment horizon: 3+ years ...
Percentage based on book value of defaulted bonds divided by fund’s total net assets on the first business day of the calendar year. High-yield, lower-rated securities generally entail greater market, credit/default and liquidity risks and may be more volatile than investment-grade securities. ...
5 Best No-Load Mutual Funds Consider these diversified no-load fund picks for your retirement or taxable investment accounts. Coryanne HicksJan. 10, 2025 Fidelity Mutual Funds to Buy and Hold Long-term investors can make these low-cost Fidelity mutual funds the core of a diversified portfolio....