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.
Markets have been mostly down over the past two weeks, as investors’ hopes that the Federal Reserve will slow interest rate increases were dashed.
Markets have been mostly down over the past two weeks, as investors’ hopes that the Federal Reserve will slow interest rate increases were dashed.
Micro-cap equity funds can help investors diversify their portfolios and capitalize on opportunities that Wall Street might ignore.
Micro-cap equity funds can help investors diversify their portfolios and capitalize on opportunities that Wall Street might ignore.
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.
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.
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.
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.
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.
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.
Municipal bonds have been a bright spot in the battered bond market.
Municipal bonds have been a bright spot in the battered bond market.
Markets have been in recovery mode for the past two weeks, with value and mega-cap stocks particularly liked by investors.
Markets have been in recovery mode for the past two weeks, with value and mega-cap stocks particularly liked by investors.
As the name implies, these funds aim to provide a total return that's the inverse of a benchmark equity index.
As the name implies, these funds aim to provide a total return that's the inverse of a benchmark equity index.
Markets have been in recovery mode for the past two weeks, with value and mega-cap stocks particularly liked by investors.
Markets have been in recovery mode for the past two weeks, with value and mega-cap stocks particularly liked by investors.
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.
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.
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.
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.
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.
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.
Markets were mixed during the past two weeks, with growth stocks regaining favor with investors and value stocks losing ground.
Markets were mixed during the past two weeks, with growth stocks regaining favor with investors and value stocks losing ground.
Balanced allocation funds, sometimes known as multi-asset funds, provide investors with a balanced portfolio of stocks and bonds in a single mutual fund.
Balanced allocation funds, sometimes known as multi-asset funds, provide investors with a balanced portfolio of stocks and bonds in a single mutual fund.
After weeks of rallies, markets posted mixed performances, with most asset classes heading down.
After weeks of rallies, markets posted mixed performances, with most asset classes heading down.
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News
Shauvik Haldar
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Overall, the U.S. stock markets maintained their positive momentum for the rolling month.
Aaron Levitt
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After a historic decline, bonds rallied by an historic amount. Now, many analysts...
Aaron Levitt
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Municipal bonds have started the year with a loss after a record year....