Trending: Three Top Performing Floating Rate Corporate Bond Funds
Floating-rate bonds are an excellent way to reduce interest rate sensitivity while preserving income generation
Floating-rate bonds are an excellent way to reduce interest rate sensitivity while preserving income generation
Floating-rate bonds are an excellent way to reduce interest rate sensitivity while preserving income generation
Healthcare, utilities and crude oil focussed funds were the star performers during the last 30 days.
Healthcare, utilities and crude oil focussed funds were the star performers during the last 30 days.
Real estate-focused funds have recorded solid gains. Meanwhile, utility and health care sectors have been great performers as investors flee to safety.
Real estate-focused funds have recorded solid gains. Meanwhile, utility and health care sectors have been great performers as investors flee to safety.
Muni bonds tend to do well in high-tax states, like California and New York, where wealthy investors use them to increase their after-tax income
Muni bonds tend to do well in high-tax states, like California and New York, where wealthy investors use them to increase their after-tax income
Large cap equities had a solid run over the last 30 days.
Large cap equities had a solid run over the last 30 days.
Target date retirement funds make it easy for anyone to save for retirement with a single fund that adjusts its asset allocation over time.
Target date retirement funds make it easy for anyone to save for retirement with a single fund that adjusts its asset allocation over time.
Technology sector has been a top performer over the last 30 days, while financials lagged.
Technology sector has been a top performer over the last 30 days, while financials lagged.
Semiconductors, real-estate and small-cap growth equities performed well over the last 30 days while natural gas and municipal bonds struggled.
Semiconductors, real-estate and small-cap growth equities performed well over the last 30 days while natural gas and municipal bonds struggled.
Municipal bonds provide a way for investors to earn tax-free interest income. With the Biden administration looking to raise taxes on the wealthy, these bonds have become increasingly popular for high net worth investors.
Municipal bonds provide a way for investors to earn tax-free interest income. With the Biden administration looking to raise taxes on the wealthy, these bonds have become increasingly popular for high net worth investors.
Oil and gas and the broader energy sector have continued to outperform in the last 30 days.
Oil and gas and the broader energy sector have continued to outperform in the last 30 days.
Micro-cap stocks outperformed large-cap stocks last year, putting them on the radar for many investors.
Micro-cap stocks outperformed large-cap stocks last year, putting them on the radar for many investors.
Oil and gas prices have continued to rise, lifting funds with exposure to these commodities.
Oil and gas prices have continued to rise, lifting funds with exposure to these commodities.
Rising interest rates have led to inflation concerns among many investors, but traditional fixed income remains risky due to rising interest rates that depress bond prices.
Rising interest rates have led to inflation concerns among many investors, but traditional fixed income remains risky due to rising interest rates that depress bond prices.
Energy sector and U.S. small cap focussed funds were the top performers.
Energy sector and U.S. small cap focussed funds were the top performers.
Large-cap growth funds have been strong performers over the past year, especially for actively managed funds.
Large-cap growth funds have been strong performers over the past year, especially for actively managed funds.
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