The Motley Fool

OCTOBER 20, 2024

Investors often like to turn to vehicles such as exchange-traded funds (ETFs) rather than individual stocks. The fund charges an ETF expense ratio of 0.35%. According to Morningstar, expense ratios average 0.36% for ETFs and mutual funds in 2023. This can be particularly true of semiconductor stocks.

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The Motley Fool

DECEMBER 2, 2024

Berkshire's approach clearly works better In many regards Berkshire Hathaway is like a traditional mutual fund, or even an actively managed exchange-traded fund (or ETF). The fact is, however, Berkshire is less like a mutual fund than perceived. He simply buys into companies he likes.

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The Motley Fool

JULY 26, 2024

What are hedge funds? A hedge fund has a lot in common with a standard actively managed mutual fund. Like a typical mutual fund , it pools the money of investors, and its managers decide how to invest that money. Hedge funds tend to charge significantly higher fees than mutual funds.

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The Motley Fool

NOVEMBER 9, 2024

It charges fees for providing financial services to customers who buy its mutual funds, exchange-traded funds (ETFs), and other investment products. The key figure for investors here is assets under management (AUM), which rise and fall as customers deposit and withdraw funds and as the market goes up and down.

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The Motley Fool

NOVEMBER 27, 2024

Exchange-traded funds (ETF) continue revolutionizing how investors build their portfolios, offering cost-effective ways to access diverse market segments. Their popularity stems from several key advantages: lower costs compared to mutual funds, the ability to trade throughout the market day, and tax efficiency.

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The Motley Fool

OCTOBER 31, 2024

Exchange-traded funds (ETFs) are a great option for investors. ETFs can be traded easily like stocks, and typically only cost the owners a fraction of a percent for the management fee, known as the expense ratio. This makes them a better alternative to mutual funds, which tend to cost more and are more difficult to trade.

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The Motley Fool

DECEMBER 15, 2024

There are all sorts of exchange-traded funds (ETF) you can buy on the market. ETFs are easier to buy and sell than standard mutual funds because they're traded on the market like stocks, making them a good choice for ease of use. Apple: if you invested $1,000 when we doubled down in 2008, youd have $46,992

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The Motley Fool

AUGUST 1, 2024

Let's start with a 2024 survey from Gallup that asked: "Which of the following do you think is the best long-term investment -- [bonds, real estate, savings accounts or CDs, stocks or mutual funds, gold (or) cryptocurrency]?" Apple: if you invested $1,000 when we doubled down in 2008, you’d have $41,963 !*

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The Motley Fool

OCTOBER 25, 2024

Meet the Technology Select Sector SPDR ETF Launched in late 1998, the Technology Select Sector SPDR ETF is an exchange-traded fund (ETF) -- a security that's a lot like a mutual fund, but it trades like a stock. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,618 !*

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The Motley Fool

NOVEMBER 17, 2024

As exchange-traded funds (ETFs) and mutual funds sell the deleted stocks to rebalance their tracking portfolios, the once-promising businesses tend to plummet into value stock territory. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,611 !*

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The Motley Fool

NOVEMBER 18, 2024

Index exchange-traded funds (ETFs) are among the most popular investments on the market. They are easier to trade compared to more actively managed mutual funds and often carry low minimum initial investment requirements. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,611 !*

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The Motley Fool

JUNE 9, 2024

That is, rather than trying to pick individual winners, step into a fund that's consistently well exposed to large technology stocks, or that holds the names that will eventually become these market-leading tickers. That's not just because most investors don't have 48 years to wait.

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Mutual Funds Exchange-Traded Funds Portfolios Funds 100

Dear Mr. Market

MARCH 11, 2023

A perfect ETF (exchange traded fund) to accomplish this is the #9 seeded First Trust Rising Dividend Achievers ETF ( RDVY ). 3 seeded Hodges Small Cap Fund ( HDPSX ) is the epitome of a quality outfit that kicks the tires and vets companies the old fashioned way.

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Motley Fool Asset Management

JULY 11, 2023

In a passive fund—like an index mutual fund? Or perhaps in an active exchange-traded fund (ETF)? Well, if you've seen the data showing that passive managers have done better during the prolonged bull run that began after the 2008 Global Financial Crisis, then the answer seems cut and dry.

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Mutual Funds Exchange-Traded Funds Funds Returns 40

The Motley Fool

MAY 21, 2024

Motley Fool host Alison Southwick and personal finance expert Robert Brokamp discuss how investors can evaluate exchange-traded funds. I'm looking here at the end of fiscal 07 so it's February 2008 for those of you playing along at home. Steps for evaluating your funds. We should probably stop growing.

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The Motley Fool

SEPTEMBER 10, 2024

For example, this particular episode, I'll be sharing an essay from January 2008, then we'll jump forward to 2012 and 2013. Essay Number 1 is from January 2008. That was the essay that kicked off the year of 2008. Well, that just continued pretty much the whole of 2008. We usually have some doozies. What a year that was.

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The Motley Fool

JANUARY 28, 2024

With a glide path, the problem is that you're slowly introducing more bonds into one's retirement when in reality, and this is the shape that you mentioned before, maybe all of that money should be in equities, except the money you need in 3-5 years, perhaps to buy a house or for an emergency fund. Ricky Mulvey: I know we're low on time.

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The Big Picture

DECEMBER 6, 2022

I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly.

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Pension Pulse

FEBRUARY 16, 2024

A hedge fund run by Michael Burry — who famously shorted subprime mortgages during the 2008 financial crisis and became a central figure in Michael Lewis’s 2010 book "The Big Short" — added 35,000 shares of Alphabet and 30,000 shares of Amazon. Here are some funds worth tracking closely.

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Pension Pulse

NOVEMBER 17, 2023

On the other hand, he's placed wagers against stocks via exchange-traded funds and against commodities by shorting copper. Here are some funds worth tracking closely. Below, are a few funds investors track closely. Some asset managers have excellent track records.

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Hedge Funds Funds Asset Management Stakes 59

ClearMoney

FEBRUARY 22, 2022

This indicator had correctly foreshadowed major downturns in 1987 and 2008. When it flashed a “sell” signal on Thursday, August 12, 2010, internet chat rooms and Wall Street trading desks were buzzing the next day, Friday the 13th, with talk of a looming crash, according to the Wall Street Journal.4

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The Motley Fool

MARCH 17, 2025

Institutional investors such as mutual funds, pension funds, and even insurance companies could be the key to sustainable growth. Apple: if you invested $1,000 when we doubled down in 2008, youd have $40,476 !* Image source: Getty Images. Netflix: if you invested $1,000 when we doubled down in 2004, youd have $495,070 !*

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The Motley Fool

JANUARY 20, 2025

If you're looking for a more passive approach to investing but don't want to sacrifice your potential gains, there's an obvious solution -- exchange-traded funds, or ETFs. investors lagged the performance of the S&P 500, while for the past ten years, nearly 85% of these funds underperformed the benchmark index.

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The Motley Fool

JANUARY 13, 2025

When investors think about owning the market, the go-to exchange-traded fund (ETF) or mutual fund is usually an S&P 500 (SNPINDEX: ^GSPC) index tracker. If you were looking for an index fund to hold for a lifetime, an S&P 500 index tracker would be a great choice.

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The Motley Fool

DECEMBER 23, 2024

Investors can choose from popular index funds offered by reputable firms, such as the Fidelity 500 Index Fund or the Schwab S&P 500 Index Fund. There are exchange-traded funds , too, like the Vanguard S&P 500 ETF or the iShares Core S&P 500 ETF. All of these are low-cost options. since 1926.

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The Motley Fool

FEBRUARY 20, 2025

Exchange-traded funds ( ETFs ) can provide you with all the diversification you need to protect and grow your wealth. Its funds are thus some of the most affordable in the mutual fund industry. annually for every $1,000 you invest in the fund. But investing can actually be quite simple.

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The Motley Fool

DECEMBER 22, 2024

For investors who don't have the time to buy individual stocks, exchange-traded funds ( ETFs ) are a simple way to build a diversified portfolio. ETFs hold baskets of stocks that track certain themes or trends, and they can be actively traded throughout the day. Where to invest $1,000 right now?

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Mutual Funds Exchange-Traded Funds Stock Exchanges Stakes 246

The Motley Fool

JANUARY 2, 2025

The overheated housing market ran into the subprime mortgage meltdown in 2008. Sign Up For Free Reason 1: Predictable long-term index returns Sure, you'll see deep market dips every now and then. The dot-com bubble popped more than 20 years ago. Each market disaster spells the end of many businesses and their stocks may go to zero.

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The Motley Fool

JANUARY 25, 2025

Exchange-traded funds (ETFs) have been around for about three decades, but they've grown in popularity in recent years. They trade on the market, so they're much easier to invest in than traditional mutual funds, and they often come with low expense ratios instead of high management fees.

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Mutual Funds Exchange-Traded Funds Management Fees Funds 237

The Motley Fool

MARCH 8, 2025

That's because the exchange-traded fund (ETF) was the first of its kind. Without getting into the details of why exchange-traded funds were such an innovative investment tool, you can pretty easily explain what this SPDR ETF does. Here's why -- and a look at a few of the more attractive alternatives.

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The Motley Fool

FEBRUARY 16, 2025

You can lower this risk by owning a basket of several dividend-paying stocks, in the form of an exchange-traded fund (ETF). All three of these exchange-traded funds are certainly more alike than different. Apple: if you invested $1,000 when we doubled down in 2008, youd have $46,374 !*

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The Motley Fool

MARCH 17, 2025

Remember that an exchange-traded fund (ETF) is a fund that trades like a stock.) This ETF has low fees It's always important to assess fees when you're thinking of investing in a mutual fund or ETF, and the Schwab US Dividend Equity ETF has very low fees. Dividend Equity ETF (NYSEMKT: SCHD).

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The Motley Fool

JANUARY 21, 2025

Most mutual fund managers with time and the right tools to beat the market don't actually do so, underscoring just how difficult it is for ordinary investors like yourself to achieve the feat. For the past 10 years, the underperformance figure grows to nearly 85% of these funds.

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Mutual Funds Exchange-Traded Funds Hedge Funds Funds 130

The Motley Fool

FEBRUARY 26, 2025

If mutual funds , pension funds, and even insurance companies become more comfortable holding digital assets, this will boost demand and increase price stability. And a clearer regulatory framework could also lead to XRP-based financial products like exchange-traded funds (ETFs), which would make the asset more accessible.

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The Motley Fool

FEBRUARY 22, 2025

Potential catalysts ahead Mutual funds come with disclaimers that say something along the lines of "past performance is not indicative of future results." One we're seeing materialize already is the creation of exchange-traded funds (ETFs) that own XRP. 20, 2015, would have been worth nearly $414,000 by late 2017.

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Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Legal 246

The Motley Fool

AUGUST 7, 2024

Specifically, Vice President Harris' investments include an international fund, a large-cap fund, a mid-cap fund, several target-date funds (with dates of 2030 and 2045), a "stable value" fund, a large-cap growth fund, and an S&P 500 index fund.

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The Motley Fool

FEBRUARY 11, 2025

The largest investment management firm in the world lowered the expense ratio on 168 of its mutual funds and exchange-traded funds (ETFs). Apple: if you invested $1,000 when we doubled down in 2008, youd have $43,109 !* Netflix: if you invested $1,000 when we doubled down in 2004, youd have $546,804 !*

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