Mutual Funds and ETFs Scorecard: January 18 Edition
Markets have been strong over the past two weeks, as falling inflation, the reopening of the Chinese economy and lower gas prices in Europe increased investor confidence.
Markets have been strong over the past two weeks, as falling inflation, the reopening of the Chinese economy and lower gas prices in Europe increased investor confidence.
Markets have been strong over the past two weeks, as falling inflation, the reopening of the Chinese economy and lower gas prices in Europe increased investor confidence.
These assets are somewhat more resistant to principal risk thanks to collateral backing the loans, while the floating rate coupon helps mitigate some interest rate risk.
These assets are somewhat more resistant to principal risk thanks to collateral backing the loans, while the floating rate coupon helps mitigate some interest rate risk.
Markets have ended the year on a relatively sour note, with more funds posting losses than gains.
Markets have ended the year on a relatively sour note, with more funds posting losses than gains.
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.
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