Public investment fund
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Top 5 Vanguard Funds for a Secure Retirement | 2024
Getty ImagesVanguard, with more than $5 trillion in global assets under management, is the world’s largest mutual fund provider – and for good reason.Vanguard funds pioneered index investing and, sinc
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Healthcare Reform & Stocks: Navigating Potential Impacts
Getty Images/EyeEmSeveral Democratic presidential candidates have embraced “Medicare for all” as a rallying cry. Others are calling for a variety of health care reforms, such as lowering Medicare’s el
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Target-Date Funds: Are They the Right Retirement Investment for You?
The other night at dinner, the topic of my roommate’s retirement account came up. He told me that he had an account (good start) and knew roughly how much he contributed to it (also good). But he didn
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Primecap Odyssey Growth (POGRX): Performance Review & Analysis
After posting a nearly flawless record since its 2004 inception, Primecap Odyssey Growth (symbol POGRX)—a member of the Kiplinger 25—stumbled over the past 12 months. Primecap’s 1.2% return trails the
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Understanding Preferred Stocks: High Yield & Liquidity
Preferred stocks may sound like humdrum investments, but the category’s performance has been anything but, with year-to-date total returns of about 7.5%. In March, 15 new offerings totaling nearly $3
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Janus Henderson Contrarian Fund: New Manager Drives Strong Early Returns
Contrarian investing is all about bucking trends. It’s fitting, then, that when Nick Schommer took the helm at Janus Henderson Contrarian (JSVAX) in July 2017, he overhauled the fund’s strategy. It do
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Zero-Fee ETFs: A New Era in Investment Fees?
twinsterphotoThe race to the bottom for fund fees has finally hit, well, bottom. Two exchange-traded funds that launched at the beginning of April charge 0% in expense ratios—at least for the first 14
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Hidden Brokerage Promotions: Maximize Your Investment Perks
Getty ImagesIf you're an investor looking for a deal, it's hard to go wrong with an online brokerage these days. Virtually all of firms in our brokerage rankings offer free trades on stocks
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Understanding the Difference Between Your Investment Returns and Fund Performance
Question: My mutual fund statement shows that I’ve lost money over the past four years, but the results published by the fund company show annualized returns of more than 9% over three- and five-year
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Secure Your Retirement: 6 Strategies for Higher Income & Yields
Getty ImagesIncome investing is supposed to be like watching a predictable movie that you’ve seen a dozen times before. But lately, it has been full of plot twists. Over the past few years, most incom
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Top 5 American Funds for Retirement: Actively Managed & Large-Cap
Getty ImagesUntil a few years ago, the American Funds family of mutual funds was available to individual investors only through intermediaries such as brokers and advisors. But now they’re available t
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Opportunity Zones: Tax Incentives & Investing in Revitalization
© 2019 Bloomberg Finance LPThe prospect of investing in dilapidated inner-city neighborhoods or tumbleweed-ridden rural towns may not excite most investors. But a program embedded in the 2017 Tax Cuts
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Oakmark International (OAKIX): Long-Term Performance in Foreign Markets
Foreign stock markets lost money over the past 12 months, despite a recent rebound. The MSCI All Country World index ex USA declined 7.2% over the one-year period through May 17. Oakmark International
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Royce Special Equity Fund: Capital Preservation & Opportunity
Cash is always king at Royce Special Equity (RYSEX). Managers Charles Dreifus and Steve McBoyle want to have ample funds to snap up shares when they see opportunities. The small-company stock fund typ
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Nuveen's Chief Strategist: Time for a Defensive Investment Approach in 2019
Brian Nick is the chief investment strategist for Nuveen, a global investment management firm.Where do you see the U.S. stock market heading for the remainder of 2019? Investors have enjoyed a 15% gai
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Top 5 T. Rowe Price Mutual Funds: A Deep Dive
Getty ImagesT. Rowe Price (TROW) employs more than 600 investment professionals who manage nearly $1.1 trillion for investors in 49 countries. But when you visit the Baltimore headquarters, you still
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ESG Investing: Aligning Your Portfolio with Environmental & Social Values
Sticking to your principles feels good. But could it also be good for your portfolio? That’s the question raised by “sustainable” funds, an umbrella term for a diverse group of mutual funds and exchan
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Low-Cost Closed-End Funds: 7 Options for Income Investors
Getty ImagesInvestors looking for a high income stream often balk at closed-end funds (CEFs) because of their higher fees.CEFs’ average annual fees sit at 1.09% (or $109 for every $10,000 invested), a
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Investing in Bonds: A Strategic Guide for Portfolio Diversification
Getty Images/iStockphotoSpeculating on the direction of interest rates is a popular sport in the bond market. But it’s proving a challenging one lately. The U.S. economy is perking along, and when tha
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Outperform in Volatile Markets: Finding Consistent Fund Managers
temmuz can arsirayIf you’re looking for a stock mutual fund that will rise when all others fall, you’re probably disappointed you haven’t found that pot of gold under a rainbow, either. A diversified
Public investment fund
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Homeowner Financial Management: Simple Steps to Take ControlManaging your cash flow can be a daunting challenge. The ritual evenings at the table with a calculator can be really unnerving for even the most steely homeowner. Rent or mortgage, gas, and grocery...
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Navigating Market Downturns: A Guide to Surviving a Stock Market CrashTHIS POST MAY CONTAIN AFFILIATE LINKS. PLEASE SEE MY DISCLOSURES. FOR MORE INFORMATION.A stock market crash can be a scary event for investors. But with the right knowledge and preparation, you c...
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Top 8 Crypto Wallets: Secure Storage & Control for Your Digital AssetsThe best crypto wallet for you depends on personal needs. Active traders may lean toward hot wallets with multi-chain support, while long-term holders often prioritize cold storage for added security....
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Understanding Back Charges: Definition, Causes & AvoidanceA back charge is a bill sent for an expense that occurred at a previous time. Some of the reasons why such a charge may occur include collecting payment on a good/service that wasn’t paid before...