The fund’s positioning within the information technology and industrial sectors had the largest positive effect on relative ...

However, it was not able to clear the hurdle of outperforming the category index. It trailed by an annualized 40 basis points over the same period. When adjusting for risk, this fund is not ...

A new investment fund called the Azoria Meritocracy ETF is set to launch in early 2025, positioning itself as an "S&P 500 ...

The S&P 500 has outperformed again in 2024. However, with valuations near record highs, it’s time to consider some other ...

Dividend stocks tend to outperform in falling-interest-rate environments, and that's especially true for those with ...

Mutual funds can be purchased through a brokerage or directly from the issuer, but the key point is that the transaction is not instantaneous. On the other hand, ETFs trade just like stocks on ...

Source: FactSet Indexes: Index quotes may be real-time or delayed ... day's trading is calculated as the difference between the last trade and the prior day's settle. Change value during other ...

Financial stocks were steady pre-bell Tuesday as the Financial Select Sector SPDR Fund (XLF ... of the S&P 500 since the start of 2024. The top-performing stocks in the index include Vistra ...

Exchange-traded funds, or ETFs, are one of the most popular investment vehicles available. They are simple to understand, can be traded as easily as a stock and are incredibly versatile.

Thanks to a dual share class structure, many Vanguard mutual funds also come as ETFs ... all U.S. stocks minus the ones found in the S&P 500 index. As a result, investors can pair VXF with ...

Investors looking for exposure to the FTSE 100 have two main options – purchasing shares in one or more of the companies that make up the index, or investing in an index tracker fund.

Take the allocation to dividend-paying stocks, which averaged 36.7% in the US-domiciled fund over the past 10 ... the portfolio’s beta to the S&P 500 was 0.57, suggesting it carried a similar ...