The Motley Fool

OCTOBER 20, 2024

Fortunately, one ETF has mastered the art of driving significant investor returns in this industry, and the relatively low risk of the ETF may make it a choice investors should not ignore. Every other holding is 5% of the fund or less, and industry stalwarts such as Intel, AMD , ASML , and Micron also contribute to the fund's success.

Exchange-Traded Funds 188

Exchange-Traded Funds Mutual Funds Investing Funds 188

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

OCTOBER 22, 2024

Opendoor is a housing stock that will surely deliver monster returns when the tide turns. 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.

Initial Public Offering 234

Initial Public Offering Mutual Funds Prospects Returns 234

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. The good news keeps rolling in for Nvidia stock investors. * Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,736 !*

Exchange-Traded Funds 189

Exchange-Traded Funds Mutual Funds Stock Exchanges Stock Market 189

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. See 3 “Double Down” stocks » *Stock Advisor returns as of October 7, 2024 Bank of America is an advertising partner of The Ascent, a Motley Fool company.

Mutual Funds 130

Mutual Funds Conglomerates Banks Public Companies 130

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. See 3 “Double Down” stocks » *Stock Advisor returns as of November 4, 2024 Howard Smith has positions in Nvidia.

Mutual Funds 100

Mutual Funds Stock Market Stock Market Investors 100

The Motley Fool

NOVEMBER 18, 2024

Owning an index ETF delivers diversification and low costs, two factors that correlate to higher investor returns over the long term. They are easier to trade compared to more actively managed mutual funds and often carry low minimum initial investment requirements.

Exchange-Traded Funds 100

Exchange-Traded Funds Mutual Funds Stock Market Stock Market 100

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. You might think that after a decade of superior returns, the fund would look overpriced, but it's not as expensive as you might think, trading at a price-to-earnings ratio of 43.

Exchange-Traded Funds 130

Exchange-Traded Funds Mutual Funds Management Fees Funds 130

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. Annual Return 10-Year Avg. Annual Return 15-Year Avg. ETF Expense Ratio 5-Year Avg.

Exchange-Traded Funds 130

Exchange-Traded Funds Mutual Funds Stock Market Stock Market 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. See 3 “Double Down” stocks » *Stock Advisor returns as of July 22, 2024 Bank of America is an advertising partner of The Ascent, a Motley Fool company.

Banks 211

Banks Mutual Funds Stakes Prospects 211

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. See the 10 stocks *Stock Advisor returns as of 12/18/2023 Bank of America is an advertising partner of The Ascent, a Motley Fool company.

Stock Market 246

Stock Market Stock Market Exchange-Traded Funds Mutual Funds 246

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. Rowe Price Group.

Financing 130

Financing Finance 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. Why does the S&P 500 index perform so well ?

Funds 219

Funds Investing Mutual Funds Accounting 219

The Motley Fool

NOVEMBER 1, 2024

That makes Berkshire Hathaway something like a mutual fund. So what Warren Buffett is really telling investors is that there's no chance of "eye-popping performance" given the rich valuation of the market today. * Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,736 !*

Mutual Funds 130

Mutual Funds Conglomerates Portfolios Companies 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. See 3 “Double Down” stocks » *Stock Advisor returns as of November 11, 2024 Josh Kohn-Lindquist has positions in Etsy and WK Kellogg.

Exchange-Traded Funds 130

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

The Motley Fool

AUGUST 30, 2024

Legendary investor Warren Buffett has long recommended the S&P 500 index fund for new and experienced investors alike, and in 2008, he even bet $1 million that this investment could outperform a group of five actively managed hedge funds. Over 10 years, Buffett's S&P 500 index fund earned total returns of roughly 126%.

Hedge Funds 130

Hedge Funds Mutual Funds Investing Stock Market 130

The Motley Fool

AUGUST 11, 2024

Fearing market weakness was on the horizon, people started locking in low interest rates on long-term bonds even though they could have achieved better returns on short-term instruments like three-month Treasuries and even certain money market funds. That's the inversion of the yield curve you've been hearing about ever since.

Mutual Funds 238

Mutual Funds Investors Funds Returns 238

The Motley Fool

SEPTEMBER 10, 2023

AG Edwards and Wachovia merged in 2007, while Wells Fargo and Wachovia merged in 2008. Worse yet, they compound as your investment returns compound. Let's say you have $50,000 invested, and your investment earns an average annual return of 7% for the next 25 years. While it may not seem like much, fees add up.

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]?" Now let's look at the kinds of investments we should like the most -- and in which circumstances.

Investing 130

Investing Exchange-Traded Funds Mutual Funds Assets 130

The Motley Fool

JULY 11, 2024

Index funds are extremely popular investments for a number of reasons, but they can also be confusing, especially if you're new to investing. They can lead to a number of misconceptions that can cause people to either avoid index funds or overinvest in them, believing they can deliver returns that aren't realistic.

Funds 130

Funds Mutual Funds Stakes Shareholders 130

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 68

Mutual Funds Assets Funds Asset Management 68

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. Assuming it can maintain its average annualized return of 13.3% Just brace for extreme volatility in the meantime.

Mutual Funds 100

Mutual Funds Exchange-Traded Funds Portfolios Returns 100

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 63

Mutual Funds Startups Assets Asset Management 63

The Motley Fool

OCTOBER 21, 2024

* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,456 !* See 3 “Double Down” stocks » *Stock Advisor returns as of October 21, 2024 This video was recorded on Sept. It's not about chasing yesterday's returns or trying to hit on the hot group of the latest stocks. What is your FAANG score?

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. and Walmart wasn't one of them!

Mutual Funds 130

Mutual Funds Prospects Funds Investors 130

The Motley Fool

JANUARY 14, 2024

Over the long term, the S&P 500 has returned an average of 10% annually. 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.

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

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

SEPTEMBER 10, 2024

After all, Stock Advisor’s total average return is 715% — a market-crushing outperformance compared to 160% for the S&P 500.* They just revealed what they believe are the 10 best stocks for investors to buy right now… See the 10 stocks » *Stock Advisor returns as of September 9, 2024 This video was recorded on Sept. 04, 2024.

Investing 130

Investing Stock Market Stock Market Exchange-Traded Funds 130

The Motley Fool

OCTOBER 22, 2024

* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,736 !* See 3 “Double Down” stocks » *Stock Advisor returns as of October 21, 2024 We disclaim any obligation to update our forward-looking statements unless required by law. Similarly, our total stock return with dividends reinvested was 17.5%

Investing 233

Investing Securities and Exchange Commission (SEC) Leveraging Portfolios 233

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

FEBRUARY 6, 2024

He also helped run some of their mutual funds and helped put together their first ETF, and he has really quite an astonishing track record. The Quality fund mutual fund that GMO runs that symbol G-Q-E-T-X, it’s just crushed it over the past decade. a year, way over both. Really fascinating guy.

Mutual Funds 52

Mutual Funds Financing Finance Assets 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 68

Mutual Funds Funds Assets Asset Management 68

Dear Mr. Market

MARCH 11, 2023

Obviously this rattled a lot of nerves and the way we see it is that it won’t be a 2008 “Lehman” type event, however there will be other casualties or at least some banks that get major pressure. it’s sporting net profit margins of 33.11%, cash flow margins of 51.08%, and return on equity of 43.19%.

Investing 93

Investing Exchange-Traded Funds Mutual Funds Assets 93

The Big Picture

OCTOBER 31, 2023

At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. Really interesting. Michael Carmen: 00:01:38 [Speaker Changed] Sure.

Hedge Funds 63

Hedge Funds Mutual Funds Funds Due Diligence 63

The Motley Fool

MAY 1, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. See the 10 stocks *Stock Advisor returns as of April 30, 2024 This video was recorded on April 16, 2024. You're listening to Motley Fool Money. What up, Fool.

Banks 130

Banks Leveraging Debt Assets 130