With 503 equity holdings, the passively managed fund aims to mirror the S&P 500's performance. While many funds use the S&P 500 as a benchmark, VINIX requires a minimum investment of $5 million, hence the "institutional" in its name. It's a popular choice in 401(k) plans, however, ...
Since they mainly invest in REITs, real estate mutual fund performance is closely correlated with the REITs they hold. Mutual funds, however, may be less liquid, can be less efficient for your taxes, and can have higher management fees than REITs or REIT ETFs. Accessibility and Benefits of R...
Investing in mutual funds enables those investing a modest amount of money to benefit from the same advantages enjoyed by large institutional investors. The “net asset value” (NAV), or price of a fund, is calculated at the end of each trading day by dividing the total value of ...
Whatever quantitative alchemy the fund managers are using has been working for TSMMX: The fund has been in the top quartile of small blend funds in terms of performance over the past one-, three- and five-year periods. It also consistently outperforms the Morningstar US Small Cap Index. Pl...
Mutual fund investing involves risk. Principal loss is possible. Principal Risks of Investing in the Funds: The Funds invest in foreign securities which involve political, economic and currency risks, greater volatility and differences in accounting methods. Small- and medium-capitalization companies tend...
North Star Mutual Funds offer investment strategies that provide exposure to publicly traded stocks and bonds. Our “Micro to Macro” approach to investing incorporates expertise in finding undervalued and overlooked small- and micro-capitalization companies, as well as investing in opportunities identified...
Explore Our Funds View Our Perspectives ETF Spotlight May 1, 2025 OUSM’s Quality Small-Cap Holdings Weather the April Storm on Strong Earnings and Low Volatility EDUCATION December 31, 2024 Unlock the Potential of US REITs in an Actively-Managed Exchange-Traded Fund ...
Seeking Alpha opinion and analysis on mutual fund investing. Click to read our various crowdsourced content on mutal funds to better your investing.
mutual funds and their managers, including Franklin Income Fund, that are, in 2007, becoming involved in investing in risky financial areas including junk bonds, real estate investment trusts and loans that are backed by leveraged corporate takeovers. The increase has been linked to the funds' ...
each fund that they manage. Other advantages to investing in mutual funds is that the initial investment is low, it is easy to reinvest profits, and money can be invested continually, such as every month, often in amounts less than the initial investment. It can even be done automatically...