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. Further in 1951, the typical mutual fund held stocks in its portfolio for an average of six years. The holding period for actively managed equity funds today just one year. Some thoughts back.

Investing 130

Investing Stock Market Stock Market Mutual Funds 130

Investment Writing

NOVEMBER 20, 2024

Note: This post was originally published on October 18, 2013, on the MarketingProfs blog , but it remains relevant today. 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.

Mutual Funds 52

Mutual Funds Assets Debt Shareholders 52

The Big Picture

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? What percentage of the assets are in ETFs relative to mutual funds? billion deal. RITHOLTZ: Wow.

Mutual Funds 64

Mutual Funds Assets Funds Asset Management 64

The Big Picture

JULY 29, 2024

And then I fell in love with technology and product development, moved from there to strategy, then moved from there to investment product development, worked on Schwab’s first ETF offerings, their equity mutual funds, fixed income mutual funds. I was a public company, CEO, I enjoyed working with investors.

Taxes 59

Taxes Mutual Funds Financing Finance 59