For more than 30 years and in over 17 countries worldwide, the highly respected Refinitiv Lipper Awards have honoured funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers, based on Lipper’s proprietary performance base...
Todd Rosenbluth, director of ETF and mutual fund research at CFRA, says exchange-traded fund VTEB is a good place for muni bond investors to start when building this part of their portfolio. The fund tracks the S&P Municipal Bond Index, which is made of investment-grade issues and diversifie...
Professional fund managers oversee the underlying assets in both mutual funds and ETFs. However, their level of involvement with daily changes to those underlying assets varies depending on the fund’s strategy. Passive strategies typically strategies are designed to mirror index ...
If you don’t want to trade individual REIT stocks, it can make a lot of sense to simply buy an ETF or mutual fund that vets and invests in a range of REITs for you. You get immediate diversification and lower risk. Many brokerages offer these funds, and investing in them requires le...
The gains you may or may not accrue in a variable annuity are based on the performance of the underlying sub-accounts into which you allocated your premium. Sub-accounts are similar to mutual funds and usually reflect an investment strategy ranging from conservative to aggressive. It is important...
Some high-yield savings accounts were offering up to 4.5% as of December 2024. High-yield savings accounts can help when your savings goal is something big like making a house down payment or buying a car. Be sure to shop around for a high-yield account that doesn't require a high ...
Fidelity offers many bond mutual funds and ETFs. Here's how you can screen for the best income-oriented ones. By Tony Dong | Edited by Tim Smart | Dec. 27, 2024, at 2:47 p.m. Save MoreGetty Images Fidelity bond funds takes the complexities out of bond fund investing and gives mor...
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摘要: Offers advice from `Fortune' magazine on how to choose mutual funds. `Fortune' working with Chicago mutual-fund rating service Morningstar, to compile the list; Ranking the top performers by money earned after taxes and expenses; Types including stock funds, hybrids and bonds....
Though it is difficult to research individual bonds, such as corporate offerings, you can easily invest in abond mutual fundor ETF, which is diversified across many different bond issues. You can also enter and exit the fund at any time. ...