- Since the 2008 stock market collapse, investors have been dumping money into alternative funds. The...
- There is no standard definition of a small cap stock. The methodology used deciding what stocks are...
- According to a May 2014 WSJ article, after 30 years, a $200,000 mutual fund investment (8% gross...
- Often times, poorly performing funds are liquidated or merged into a better-performing fund.
- There are two main types of options: calls and puts. The investor can either buy or sell the option.
- Each year, S&P Dow Jones Indices looks at the percentage of actively managed mutual funds that...
- In mid-2001, Vanguard obtained a patent protecting its method for creating ETFs.
- There appears to be no convincing evidence why stocks have traditionally performed poorly during...
- During the 2008 financial crisis, the average ultra-short bond fund lost 7.9% for the year; the...
- Alternatives vs. Traditional Stocks For the first half of 2013, the correlation between the S...
- In early 2014, Charlie Munger, Warren Buffet’s business partner, will turn 90 years old.
- According to FactSet, from 2003 to October 2013, the S&P 500 had a P/E ratio (next 12 months’...
- Frontier Markets DangersAs of September 2013, the MSCI Frontier Markets Index (141 companies) was...
- Closed-End Bond Funds Closed-end funds (CEFs) trade on exchanges and almost always...
- American Funds Since the introduction of its first fund (ICA) in 1934, 67% of the mutual...
- 1.Fidelity: Indexing vs. Active Management A 2013 survey by Richard Day Research of 648...
- The Barclays U.S. Aggregate Bond Index was launched in 1976. Since its 1976 inception, the index’s...
- Tactical Asset Allocation Funds Tactical asset allocation funds allow managers to shift their...