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.

Hedge Funds 130

Hedge Funds Mutual Funds Accredited Investors Funds 130

The Motley Fool

SEPTEMBER 29, 2024

Yes, times have changed There was a time when mutual funds' and brokerage firms' marketing materials touted how there'd never been a 10-year period since The Great Depression that the market had lost ground. And to its credit, the S&P 500's rolling 10-year-return track record is still respectable.

Stock Market 246

Stock Market Stock Market Mutual Funds Prospects 246

The Motley Fool

OCTOBER 10, 2024

It is more like a mutual fund that's run by a star manager. Sure, it is a diversified company that could easily be seen as something similar to a mutual fund. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,710 !* data by YCharts. But 10 shares would be worth nearly $7 million.

Mutual Funds 130

Mutual Funds Conglomerates Banks Public Companies 130

The Motley Fool

NOVEMBER 27, 2024

Their popularity stems from several key advantages: lower costs compared to mutual funds, the ability to trade throughout the market day, and tax efficiency. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,516 !* Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $470,586 !*

Exchange-Traded Funds 130

Exchange-Traded Funds Mutual Funds Taxes Capital 130

The Motley Fool

NOVEMBER 1, 2024

A Dow index membership means that mutual funds and exchange-traded funds (ETFs) designed to track the Dow will have to buy shares of Nvidia. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,736 !* At this price, there is no way that it would have been added to the Dow.

Exchange-Traded Funds 189

Exchange-Traded Funds Mutual Funds Stock Exchanges Stock Market 189

The Motley Fool

NOVEMBER 4, 2024

Because it's a smaller representation of the entire stock market, many mutual funds track the S&P 500 index rather than just the 30 DJIA stocks. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,169 !* Inclusion in the venerable index is more symbolic than material, though.

Mutual Funds 100

Mutual Funds Stock Market Stock Market Investors 100

The Motley Fool

OCTOBER 22, 2024

Dutch Bros As renowned investor Peter Lynch demonstrated as a mutual fund manager in the 1980s, investing in fast-growing restaurant brands while they are small can produce huge returns. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,456 !*

Initial Public Offering 234

Initial Public Offering Mutual Funds Prospects Returns 234

The Motley Fool

OCTOBER 20, 2024

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. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,456 !* Additionally, investors have benefited from VanEck's management at a reasonable cost.

Exchange-Traded Funds 188

Exchange-Traded Funds Mutual Funds Investing Funds 188

The Motley Fool

DECEMBER 31, 2023

There have been only two exceptions in the last six decades -- one at the beginning of the dot-com bubble bursting in 2000, and another with the financial crisis in 2008. The longer your investing horizon, the bigger the bang you'll likely enjoy.

Stock Market 246

Stock Market Stock Market Exchange-Traded Funds Mutual Funds 246

The Motley Fool

OCTOBER 31, 2024

This makes them a better alternative to mutual funds, which tend to cost more and are more difficult to trade. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,529 !* And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $21,706 !*

Exchange-Traded Funds 130

Exchange-Traded Funds Mutual Funds Management Fees Funds 130

The Motley Fool

NOVEMBER 1, 2024

That makes Berkshire Hathaway something like a mutual fund. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,736 !* After buying them, he allows the managers to run them so Berkshire Hathaway can benefit from the long-term growth of the businesses. He gets involved only if he absolutely has to.

Mutual Funds 130

Mutual Funds Conglomerates Portfolios Companies 130

The Motley Fool

JULY 27, 2024

Or, in the case of, say, a mutual fund, it might sell shares in order to generate some cash with which to cover withdrawals from the fund. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $41,185 !* So any given move might not be driven by Buffett himself.

Banks 211

Banks Mutual Funds Prospects Stakes 211

The Motley Fool

NOVEMBER 18, 2024

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 !* Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $444,355 !*

Exchange-Traded Funds 100

Exchange-Traded Funds Mutual Funds Stock Market Stock Market 100

The Motley Fool

SEPTEMBER 3, 2024

Rowe Price sell various financial products, such as mutual funds , offer advisory services to clients, and operate retirement plans for employers. However, it also makes the company susceptible to market crashes because asset prices decline, and scared clients might pull their funds out of the markets.

Finance 130

Finance Financing Mutual Funds Education 130

The Motley Fool

JULY 16, 2024

Here's another good reason to favor the S&P 500: According to the folks at S&P Dow Jones Indices, over the past 15 years, the S&P 500 index outperformed a whopping 88% of managed large-cap mutual funds, and it outperformed 87% over the past decade.

Funds 219

Funds Investing Mutual Funds Accounting 219

The Big Picture

AUGUST 28, 2024

Well, they have been going that way for a while there’s already a couple 0 fee ETF out there they are from companies that aren’t as popular as a Schwab or a State Street so I think once you get below 5 basis points you get to this realm of like super dirt cheap where people don’t really care are you 3 or 4 are you two or three you (..)

Mutual Funds 69

Mutual Funds Assets Funds Asset Management 69

The Motley Fool

JULY 12, 2024

Image source: Getty Images Certificate of deposit, or CD, interest rates are the highest they've been since before the 2008 financial crisis. This is the approximate percentage of your retirement savings that should be in stocks (or stock-based ETFs and mutual funds), with the rest in fixed income.

Mutual Funds 130

Mutual Funds Taxes Banks Accounting 130

The Motley Fool

AUGUST 11, 2024

This might help you do that: Mutual fund company Hartford's data reveals that half of the market's highest-gaining days since 1994 actually unfurled during a bear market, while more than another one-fourth of the biggest were seen during the first two months of a bull market when many investors are still on the sidelines.

Mutual Funds 238

Mutual Funds Investors Funds Returns 238

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 !*

Exchange-Traded Funds 130

Exchange-Traded Funds Mutual Funds Stock Market Stock Market 130

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 !*

Exchange-Traded Funds 130

Exchange-Traded Funds Mutual Funds Enterprise Values Earnings Before Interest 130

The Motley Fool

JULY 11, 2024

They contain the same investments in roughly the same quantity, so when the index does well, the fund does well, too. All funds require some oversight from managers who monitor the funds' performance and buy and sell assets as needed. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,023 !*

Funds 130

Funds Mutual Funds Stakes Shareholders 130

The Motley Fool

SEPTEMBER 10, 2023

AG Edwards and Wachovia merged in 2007, while Wells Fargo and Wachovia merged in 2008. For example, if you buy a mutual fund, you'll pay a one-time fee. Typically, there are two -- ongoing fees and transaction fees. Ongoing fees are charged regularly, such as an annual account maintenance fee.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Mutual Funds Banks Accounting 246

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 !*

Investing 130

Investing Exchange-Traded Funds Mutual Funds Assets 130

The Motley Fool

AUGUST 30, 2024

The companies within the S&P 500 are among the largest and strongest in the world , and by investing in this type of index fund, you'll own a stake in all 500 of these businesses. Over 10 years, Buffett's S&P 500 index fund earned total returns of roughly 126%. How safe is the S&P 500 index fund?

Hedge Funds 130

Hedge Funds Mutual Funds Investing Stock Market 130

The Big Picture

NOVEMBER 11, 2023

She discusses how she began her career as a mutual fund attorney, learning the 40 Act (Investment Company Act of 1940 Definition) and learned the entire mutual fund industry from the bottom up. The tech-focused fund started in 2008 and invests in both public and private firms. trillion in client assets.

Mutual Funds 64

Mutual Funds Startups Assets Asset Management 64

The Motley Fool

JULY 24, 2023

In March 2020, money market funds experienced significant outflows due to the emergence of the COVID-19 pandemic. government stepping in to stabilize the situation, similar to 2008. What are money market funds? This led to the U.S. The purpose of the new rules is to discourage these runs and protect the remaining shareholders.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Funds Mutual Funds Shareholders 130

The Motley Fool

OCTOBER 21, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,456 !* There's a phenomenon called window dressing, which is occasionally indulged in by some of the mutual funds, especially some of the more popular mutual funds out there. Apple, I brought to Motley Fool Stock Advisor in 2008.

Investing 130

Investing Mutual Funds Banks Stock Market 130

The Motley Fool

JUNE 19, 2023

Take data dug up by mutual fund company Hartford, for example. The three exceptions, by the way, were a couple of slipups during the tech implosion of 2000 and 2001, and one headfake during 2008's mortgage meltdown. Bull markets have a way of sneaking up on you when you're not expecting them.

Mutual Funds 130

Mutual Funds Prospects Funds Investors 130

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.

Mutual Funds 100

Mutual Funds Exchange-Traded Funds Portfolios Returns 100

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.

Exchange-Traded Funds 40

Exchange-Traded Funds Mutual Funds Funds Returns 40

The Motley Fool

JANUARY 14, 2024

Actually, participation is at its highest rate since the 2008 financial crisis, as shown below. The advent of online brokerage services and zero-cost trading enables average folks to easily invest not just in mutual funds but in individual stocks. Source: Statista. Lots of life-changing events happen during our 20s.

Investors 130

Investors Mutual Funds Shareholders Education 130

Investment Writing

NOVEMBER 20, 2024

That should be intuitive: Everybody is bombarded with content; and they skim or skip pieces that run long, as the mutual fund prospectus research in the next section suggests. Unfortunately, this simpler overview of funds was not adopted because of fund company concerns about costs and liability.

Mutual Funds 52

Mutual Funds Assets Debt Shareholders 52

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. Prohibits you from showing a back test for a mutual fund or an ETF. And then what happened in, in 2008? Absolutely.

Returns 52

Returns Mutual Funds Leveraging Hedge Funds 52

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.

Investing 130

Investing Stock Market Stock Market Exchange-Traded Funds 130

Lakehouse Capital

MAY 25, 2022

In times of extreme market volatility, it can be useful to refer back to the prominent former mutual fund manager Peter Lynch, who observed that the secret to making returns in the market is to not be scared out of it. loss for the month, marking its worst monthly return since the Global Financial Crisis in 2008.

Mutual Funds 52

Mutual Funds Banks Funds Accounting 52

The Big Picture

OCTOBER 24, 2022

And so there was a lot of need on the active mutual fund friends. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. And so I tossed my hat in the ring and moved over in October 15, 2008. It’s sophisticated, it has a philosophy.

Mutual Funds 52

Mutual Funds Assets Taxes Portfolios 52

The Big Picture

AUGUST 29, 2022

But I covered derivatives at first, and then I cover mutual funds. I worked for a (inaudible) called Fund Action and did that for a little while, and then went — I met a guy named Duff Ferguson at AllianceBernstein. BALCHUNAS: … I would say the financial crisis of 2008 is when they really kicked in. He was the P.R.

Mutual Funds 69

Mutual Funds Funds Assets Asset Management 69