Crawford Investment Counsel, The Advisor for the Crawford Mutual Funds, employs dividends in each of its equity investment strategies. A company’s dividend history plays a vital role in identifying companies with the characteristics the Advisor seeks – quality, consistency, and stability. Through ...
Mutual funds can offer the diversification and steady income streams that many investors are after. The bull market continues to run in 2024, but longtime investors know it's important to avoid the temptation to put all your eggs in one basket. This is especially true when some anticipate the...
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 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' ...
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...
investing (or let’s say putting money) in real estate – such as peer pressure, family pressure, social status, etc. and I am not debating the same. This question of whether you should invest in Real Estate (for investment) or Mutual Funds, can only be answered by you and you alone...
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...
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 ...
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...