5 Ways to Invest for Passive Income Avoid passive income pitfalls while building real wealth with these five strategies. Ian BezekOct. 11, 2024 Fidelity Mutual Funds to Buy and Hold Long-term investors should consider making these Fidelity mutual funds the core of their portfolio. ...
These bond funds pay out greater yields than government bonds, which can be beneficial to income investors with a higher risk tolerance. Tony DongOct. 30, 2024 7 Best Vanguard Funds for Beginners Just starting out? These diversified, low-cost Vanguard funds can be an excellent way to build ...
Standard Deviation (3 year)9.06 All data is unaudited and subject to change. Holdings/allocations may vary. This is not a recommendation to buy or sell any security listed. Total number of holdings based on issuers. Largest holdings exclude cash, cash equivalents, money market funds and enhanced...
1The Moody's investment grade rating scale is Aaa, Aa, A, and Baa, and the sub-investment-grade scale is Ba, B, Caa, Ca, and C. Standard and Poor's investment grade rating scale is AAA, AA, A, and BBB and the sub-investment-grade scale is BB, B, CCC, CC, and C. Ratings...
No Chart Available. Description Fund Objective To provide a high level of current income exempt from regular federal income tax. Distinguishing Characteristics This strategy offers investors opportunities for high federally tax-exempt income with a strong focus on risk management. It provides exposure to...
But Sutherland and the Court went the other way on this "zoning" thing, applying what later became known as the rational basis standard of review. Fairly debatable? No sweat. Who are we, mere judges, to say otherwise? What accounts for that? Some have noted that the "Bettman Brief," ...
Standard Deviation % n/a n/a 6.66 Sharpe Ratio n/a n/a -0.44 Tracking Error n/a n/a 1.19 Information Ratio n/a n/a 0.46 Treynor Ratio n/a n/a -2.70 Downside Capture % n/a n/a 104.63 Upside Capture % n/a n/a 111.21 Top 10 Holdings As of 11/30/24 Strongsvil...
of risk the fund has taken.Standard deviationis a measure of the dispersion of a portfolio’s return from its mean.Tracking erroris the difference in actual performance between a portfolio and its corresponding benchmark.Up capturemeasures the percentage of...
Growth of 10K 4 High & Low Prices Read important investment disclosures This chart tracks a hypothetical investment at NAV over the last 20 years, or, since inception date if the fund has been in existence under 20 years, through09/30/2024. ...
Standard Deviation (%) 6.14 5.53 4.29 Sharpe Ratio -0.63 -0.24 0.04 Up Capture (%) 80.85 83.49 81.44 Down Capture (%) 75.22 79.86 80.67 Portfolio Top Holdings (As of 30 Nov 2024) Name Ticker/Symbol Weight % Kentucky Public Energy Authority ...