Mutual Funds and ETFs Scorecard: January 5 Edition
Markets have ended the year on a relatively sour note, with more funds posting losses than gains.
Latest News
Mutual Funds and ETFs Scorecard: January 5 Edition
Markets have ended the year on a relatively sour note, with more funds posting losses than gains.
Mutual Funds and ETFs Scorecard: December 21 Edition
Markets have been mostly down over the past two weeks, as investors’ hopes that the Federal Reserve will slow interest rate increases were dashed.
Mutual Funds and ETFs Scorecard: December 21 Edition
Markets have been mostly down over the past two weeks, as investors’ hopes that the Federal Reserve will slow interest rate increases were dashed.
Trending: Top 3 Performing Micro-Cap Equity Funds
Micro-cap equity funds can help investors diversify their portfolios and capitalize on opportunities that Wall Street might ignore.
Trending: Top 3 Performing Micro-Cap Equity Funds
Micro-cap equity funds can help investors diversify their portfolios and capitalize on opportunities that Wall Street might ignore.
Mutual Funds and ETFs Scorecard: December 7 Edition
The market’s performance has continued to be strong over the past two weeks, as investor confidence was supported by the Federal Reserve’s signal that it will raise interest rates by 50 basis points instead of the usual 75 basis points.
Mutual Funds and ETFs Scorecard: December 7 Edition
The market’s performance has continued to be strong over the past two weeks, as investor confidence was supported by the Federal Reserve’s signal that it will raise interest rates by 50 basis points instead of the usual 75 basis points.
Trending: 3 Top Performing Large-Cap Equity Funds
Large-cap stocks have underperformed many other asset classes over the past 52 weeks, but active large-cap funds have outperformed passive funds by the most since 2009.
Trending: 3 Top Performing Large-Cap Equity Funds
Large-cap stocks have underperformed many other asset classes over the past 52 weeks, but active large-cap funds have outperformed passive funds by the most since 2009.
Mutual Funds and ETFs Scorecard: November 23 Edition
Markets have staged a recovery over the past two weeks, as investors started to see a potential end-game to the Federal Reserve’s rate-hiking path.
Mutual Funds and ETFs Scorecard: November 23 Edition
Markets have staged a recovery over the past two weeks, as investors started to see a potential end-game to the Federal Reserve’s rate-hiking path.
Trending: 3 Top Performing Connecticut Municipal Bond Funds
Municipal bonds have been a bright spot in the battered bond market.
Trending: 3 Top Performing Connecticut Municipal Bond Funds
Municipal bonds have been a bright spot in the battered bond market.
Mutual Funds and ETFs Scorecard: November 9 Edition
Markets have been in recovery mode for the past two weeks, with value and mega-cap stocks particularly liked by investors.
Mutual Funds and ETFs Scorecard: November 9 Edition
Markets have been in recovery mode for the past two weeks, with value and mega-cap stocks particularly liked by investors.
Trending: 3 Top Performing Inverse Equity Funds
As the name implies, these funds aim to provide a total return that's the inverse of a benchmark equity index.
Trending: 3 Top Performing Inverse Equity Funds
As the name implies, these funds aim to provide a total return that's the inverse of a benchmark equity index.
Mutual Funds and ETFs Scorecard: October 26 Edition
Markets have been in recovery mode for the past two weeks, with value and mega-cap stocks particularly liked by investors.
Mutual Funds and ETFs Scorecard: October 26 Edition
Markets have been in recovery mode for the past two weeks, with value and mega-cap stocks particularly liked by investors.
Trending: 3 Top Performing Short-term U.S. Treasury Funds
Short-term U.S. Treasury funds have become a popular way for investors to de-risk their portfolios while taking advantage of rising interest rates.
Trending: 3 Top Performing Short-term U.S. Treasury Funds
Short-term U.S. Treasury funds have become a popular way for investors to de-risk their portfolios while taking advantage of rising interest rates.
Mutual Funds and ETFs Scorecard: October 13 Edition
Markets were rather mixed over the past two weeks, with small-caps-focused value and, to a lesser extent, growth funds recording some of the best gains.
Mutual Funds and ETFs Scorecard: October 13 Edition
Markets were rather mixed over the past two weeks, with small-caps-focused value and, to a lesser extent, growth funds recording some of the best gains.
Trending: 3 Top Performing Bank Loan Funds
Bank loan funds holding floating rate securities have a shorter duration than conventional bonds, enabling investors to capitalize on (and hedge against) rising interest rates.
Trending: 3 Top Performing Bank Loan Funds
Bank loan funds holding floating rate securities have a shorter duration than conventional bonds, enabling investors to capitalize on (and hedge against) rising interest rates.
Mutual Funds and ETFs Scorecard: September 21 Edition
Markets were mixed during the past two weeks, with growth stocks regaining favor with investors and value stocks losing ground.
Mutual Funds and ETFs Scorecard: September 21 Edition
Markets were mixed during the past two weeks, with growth stocks regaining favor with investors and value stocks losing ground.
Trending: Top 3 Performing Balanced Allocation Funds
Balanced allocation funds, sometimes known as multi-asset funds, provide investors with a balanced portfolio of stocks and bonds in a single mutual fund.
Trending: Top 3 Performing Balanced Allocation Funds
Balanced allocation funds, sometimes known as multi-asset funds, provide investors with a balanced portfolio of stocks and bonds in a single mutual fund.
Sign up for Advisor Access
Receive email updates about best performers, news, CE accredited webcasts and more.
Popular Articles
1
Former Investment-Grade Bonds, Future Opportunities With Fallen Angels
Aaron Levitt
|
Fallen angel bonds combine the attractive yields of high-yield debt with the stronger...
2
The Active ETF Boom Doesn’t Change One Simple Rule: Keep Fees Low
Aaron Levitt
|
Active ETFs have improved the odds of outperforming traditional benchmarks, but Morningstar’s research...
3
News
Active ETF Scorecard: Dollar Retreats, EM Leads the Rebound
Shauvik Haldar
|
Active ETF categories rebounded broadly this week, with Emerging Markets Equity leading the...