The article focuses on the financial performance of mutual funds in the U.S. According to Strategic Insight Inc., a research firm, mutual fund stock investors added approximately $150 billion to their holdings during the first six months of 2005. In 2005, inflows to international equity funds ...
One of the boxes on the statement from almost every mutual fund is a listing for year-to-date -- YTD -- dividends. As fund statements are sent throughout the year with a dividend-paying mutual fund, the amount in the box increases. The YTD dividends can be a significant portion of the...
The all-equity TCAF is managed by two-time manager of the year David Giroux—who also manages the popular multi-asset T. Rowe Price Capital Appreciation Fund (PRWCX) mutual fund. Only launched in June, TCAF has already picked up over $400 million. One can also add the AUM growth for t...
the T. Rowe Price Capital Appreciation Fund (PRWCX). The ETF and the popular mutual fund are both run by award-winning manager David Giroux. The approach is to look for high-quality stocks by analyzing factors like market position, valuations, and overall potential for...
The following table lists the top 100 exchange-traded funds in terms of year-to-date returns. These are the 100 ETFs that have had the highest percentage return since the beginning of the current calendar year. You may also wish to see the 100 ETFs with the lowest YTD returns. This data...