The Motley Fool

FEBRUARY 11, 2024

Average 401(k) balance for 55 to 64 year olds Mutual fund company Vanguard crunches the numbers every year using data from its own clients. As of the end of 2022, the average 55 to 64-year-old's 401(k) is worth $207,874. Most 401(k) plans only offer a limited number of mutual funds to choose from. investor stands.

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Mutual Funds Accounting Taxes Funds 238

The Motley Fool

DECEMBER 13, 2023

In October 2022, the Motley Fool surveyed 1,200 Gen Z and millennial investors to see what they were holding in their portfolios. And younger investors showed a clear preference for holding individual stocks rather than mutual funds or exchange-traded funds (ETFs). The results were somewhat surprising.

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Assets Mutual Funds Investors Exchange-Traded Funds 245

The Motley Fool

JUNE 28, 2024

If you've been hearing a lot about semiconductor company Nvidia (NASDAQ: NVDA) in recent months and you're not sure why, check out its returns in recent years: Year Return 2023 239% 2022 (50%) 2021 125% 2020 122% 2019 76% 2018 (31%) 2017 81% 2016 224% Source: 1stock1.com.

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Mutual Funds Exchange-Traded Funds Pension Funds Shareholders 236

The Motley Fool

FEBRUARY 6, 2024

With Meta Platforms (NASDAQ: META) skyrocketing to $475 per share following its fourth-quarter earnings, it's incredible to think such a widely followed stock was bottoming at just $89 a mere 15 months ago in November 2022. Those who had the courage to invest at that bottom have seen a more than quintupling of their money.

Mutual Funds 244

Mutual Funds Exchange-Traded Funds Shareholders Funds 244

The Motley Fool

JULY 19, 2024

The most recent survey took place in 2022. As of 2022, 45.6% Even if you add investments outside of retirement accounts, like individual stocks, bonds, and mutual funds, 50% of American households have less than $9,000 invested. In 2022, just 5.2% And that's a significant percentage of Americans.

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Mutual Funds Taxes Exchange-Traded Funds Accounting 243

The Motley Fool

SEPTEMBER 9, 2023

By comparison, the 2022 annual report of Advanced Micro Devices (AMD) -- the second-largest producer of discrete graphics processing units (GPUs) behind Nvidia -- mentions "AI" or "artificial intelligence" 17 times and "generative AI" once. When investors buy Nvidia stock, they're also getting a stake in a mini tech mutual fund of sorts.

Mutual Funds 245

Mutual Funds Stakes Investors Companies 245

The Motley Fool

DECEMBER 27, 2023

After enduring a brutal crypto winter for much of 2022, investor enthusiasm returned in 2023. The Securities and Exchange Commission (SEC) is currently reviewing applications from Ark Invest, mutual fund manager VanEck, BlackRock , and several others. Not so fast. Image source: Getty Images.

Securities and Exchange Commission (SEC) 263

Securities and Exchange Commission (SEC) Initial Public Offering Mutual Funds Exchange-Traded Funds 263

The Motley Fool

AUGUST 11, 2024

Rates on 10-year Treasury bonds first fell below two-year Treasury rates back in July 2022, when investors feared then-rampant inflation would lead to a recession. This relationship breaks down, however, when investors start seeing the sort of red flags that began waving in the middle of 2022.

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Mutual Funds Funds Investors Returns 238

The Motley Fool

NOVEMBER 25, 2023

If you invest your emergency fund, the risk is that it could decrease in value before you need to use it. Imagine that you had invested a $10,000 emergency fund at the start of 2022. You put it in an S&P 500 mutual fund. Unfortunately, the S&P 500 declined by 19.4%

Accounting 245

Accounting Funds Mutual Funds Investing 245

The Motley Fool

NOVEMBER 21, 2024

power by the end of the decade, which is more than double what they consumed in 2022. The Vanguard Utilities ETF has a below-average expense ratio of 0.1%, meaning shareholders will pay $1 annually on every $1,000 invested in the fund. While it has underperformed in the past, the fund could outperform as electricity demand surges.

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Funds Mutual Funds Investing Shareholders 246

The Motley Fool

SEPTEMBER 12, 2024

This is probably the result of the overall backlash against decentralized finance (DeFi) that has occurred ever since the crypto market crash of 2022. Most likely, the trend will take off with financial products -- such as mutual funds and bonds -- that make the most sense for converting into digital tokens.

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Due Diligence Mutual Funds Exchange-Traded Funds Assets 245

The Motley Fool

APRIL 21, 2024

In 2022, e-commerce titan Amazon and Google parent Alphabet each had stock splits. A Dow index membership would mean that mutual funds and exchange-traded funds (ETFs) designed to track the Dow would have to buy shares of Nvidia. This increased demand would exert upward pressure on the stock price.

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Initial Public Offering Mutual Funds Exchange-Traded Funds Shareholders 246

The Motley Fool

JUNE 26, 2023

trillion in early 2022, Tesla currently sits at a market cap of just over $800 billion, making $1 trillion seem like a stone's throw away. One of Tesla's biggest bulls is a mutual fund manager named Ron Baron, who thinks a trillion could be right around the corner. After hitting a peak of over $1.2

Mutual Funds 260

Mutual Funds Shareholders Capital Investors 260

The Motley Fool

AUGUST 8, 2023

Exchange-traded funds offer a number of advantages, such as instant diversification or concentration with the click of a button. That's 104 rolling 20-year periods (1919-2022) all generating a profit for long-term investors.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Assets Funds 246

The Motley Fool

OCTOBER 22, 2024

In 2021 and 2022, Opendoor's revenue soared amid a stronger housing market. 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. That could serve as a catalyst for a rebound in housing sales.

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Initial Public Offering Mutual Funds Prospects Funds 244

The Motley Fool

MAY 28, 2024

Even for people at or over the age of 65, mutual fund company Vanguard reported that their clients' average 401(k) balance in 2022 stood at just a tad over $230,000. Last year's average contribution was on the order of 4.8%, according to mutual fund company and plan manager Fidelity. Image source: Getty Images.

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Mutual Funds Taxes Education Accounting 130

The Motley Fool

SEPTEMBER 10, 2023

Excessive fees According to the SEC, each of the affected accounts was opened prior to 2014, and account holders continued to pay excessive fees through December 2022. For example, if you buy a mutual fund, you'll pay a one-time fee. In total, investors paid more than $26.8 million in excessive fees and interest.

Securities and Exchange Commission (SEC) 246

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

The Motley Fool

JANUARY 31, 2024

households owned stocks in 2022, according to the Federal Reserve's survey of consumer finances released this fall. In an IRA, you can invest in individual stocks and/or in mutual funds and exchange-traded funds (ETFs). Just about anyone can invest in stocks, and many, if not most, wealthy people do so. About 58% of U.S.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Accounting Taxes 246

The Motley Fool

JULY 7, 2024

The economic backdrop in place since the latter half of 2022 has also generated much concern that the U.S. Mutual fund giant Fidelity and investment bank Morgan Stanley see the opportunity as well, with both citing an unexpected rekindling of economic growth as a key driver of any immediate gains. was headed toward a recession.

Exchange-Traded Funds 246

Exchange-Traded Funds Mutual Funds Prospects Funds 246

The Motley Fool

SEPTEMBER 1, 2023

Buffett created Class B shares to deter fund managers from setting up a mutual fund-like structure that would sell slices of the company in smaller pieces. Total revenue from its eclectic subsidiaries jumped from $147 billion to $178 billion, or 21%, in the first half of 2023 compared to the first half of 2022.

Mutual Funds 246

Mutual Funds Shareholders Liabilities Assets 246

The Motley Fool

DECEMBER 19, 2023

Over the last 15 years, just 8% of actively managed mutual funds have outperformed the S&P 500. In the 50 years from 1973 through 2022, companies initiating and growing a dividend produced a compound annual total return of 10.24% versus just 6.6% Those two things will ensure you get similar results to the overall market.

Mutual Funds 246

Mutual Funds Shareholders Stock Market Stock Market 246

The Motley Fool

JANUARY 15, 2024

While Tesla has garnered its share of institutional support from the likes of Wood and mutual fund manager Ron Baron, the company is also a favorite among retail investors. To mitigate some of this, Tesla has undergone two stock splits in the last four years -- once in 2020 and another in 2022.

Initial Public Offering 246

Initial Public Offering Mutual Funds Prospects Shareholders 246

The Motley Fool

MARCH 25, 2024

Index funds An index fund is a marvelous wealth-building tool. It's essentially a mutual fund that passively tracks a particular index (such as the S&P 500 ), holding the same stocks and aiming to deliver roughly the same return (less fees, which tend to be quite minimal). You may want to use more than one.

Mutual Funds 245

Mutual Funds Funds Stock Market Stock Market 245

The Motley Fool

JULY 10, 2024

From the fund's public market entrance in May 2015 to the end of 2020, the Grayscale fund averaged a 37% price premium over its holdings in pure Bitcoin (CRYPTO: BTC). Early Bitcoin adopters appreciated the Grayscale fund's availability in ordinary stock-exchange accounts. The mutual fund was converted into a proper ETF on Jan.

Mutual Funds 130

Mutual Funds Investors Management Fees Exchange-Traded Funds 130

The Motley Fool

JULY 14, 2024

The market's rebound from 2022's bear market wasn't just unexpected. Number-crunching performed by mutual fund company Hartford indicates that since 1973, S&P 500 stocks with a long history of dividend growth boast an average annual return of just over 10% versus a much more modest annual gain of 4.3%

Stock Exchanges 245

Stock Exchanges New York Stock Exchange Mutual Funds Exchange-Traded Funds 245

The Motley Fool

JANUARY 30, 2024

The typical minimum company-based contribution is on the order of 3%, although mutual fund company Fidelity says most employers will pony up between 4% and 5% of workers' salaries as matching 401(k) contributions. GE stock accounted for about one-third of its employees' collective 401(k) balances.

Mutual Funds 246

Mutual Funds Accounting Legal Stakes 246

The Motley Fool

OCTOBER 20, 2024

The industry is notoriously cyclical, and investors may feel leery of buying stocks such as Nvidia , which has been up more than 1,000% from its bottom in 2022. 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.

Mutual Funds 189

Mutual Funds Exchange-Traded Funds Investing Funds 189

The Motley Fool

DECEMBER 31, 2023

The mutual fund manager has an exceptional track record of increasing its payout. While the company's assets under management (AUM) took a hit in 2022 due to the slumping stock market, they resumed their upward trend in 2023. trillion at the end of 2022). The steady upward climb should continue T. yielding dividend.

Mutual Funds 188

Mutual Funds Management Fees Asset Management Prospects 188

The Motley Fool

SEPTEMBER 16, 2023

Cathie Wood's Ark Invest does things a little differently than most exchange-traded fund (ETF) and mutual fund managers. Every day, Wood publishes the stocks Ark bought and sold for each of its funds in the previous day's session, giving investors a lot of insight into what she and her team see as the biggest opportunities.

Mutual Funds 189

Mutual Funds Exchange-Traded Funds Shareholders Funds 189

The Motley Fool

JUNE 13, 2023

Roughly 26% of Americans surveyed by Gallup believe gold is the best long-term investment, an opinion that has nearly doubled since 2022 when 15% placed gold above stocks and real estate. By contrast, only 18% of Americans surveyed in 2023 believe stocks and mutual funds are the best investment, down from 24% in 2022.

Mutual Funds 130

Mutual Funds Investing Depreciation Accounting 130

Investment Writing

JULY 6, 2023

21, 2014, made edits on May 28 and October 24, 2021; October 12, 2022; and July 6, 2023. 21, 2014, made edits on May 28 and October 24, 2021; October 12, 2022; and July 6, 2023. Where should you custody your assets? ” Note: I corrected some typos on Dec. ” Note: I corrected some typos on Dec.

Mutual Funds 137

Mutual Funds Assets Stock Market Stock Market 137

The Motley Fool

DECEMBER 5, 2024

On the investor side, the stock has lost roughly a third of its value since 2022. Mutual funds aren't what they used to be Asset manager T. Rowe Price is one of the largest sponsors of mutual funds. It has to spend the money needed to upgrade its internal controls, and it's under an asset cap in the U.S.

Mutual Funds 130

Mutual Funds Banks Exchange-Traded Funds Assets 130

The Motley Fool

DECEMBER 6, 2023

billion worth of shares over the past two years, reducing its share count by 25% since June 2022. Joining an index tends to provide a short-term boost to a stock, as mutual funds and exchange-traded funds (ETFs) tracking the index are required to buy shares of added companies. The company expects to deploy $5.5

Mergers and Acquisitions 188

Mergers and Acquisitions Mutual Funds Exchange-Traded Funds Amortization 188

The Motley Fool

AUGUST 4, 2023

What'll typically happen in a 401(k) is that your target date fund will start you off with more aggressive investments, like stocks, when you're younger, and then shift you over to more conservative investments, like bonds, as your target retirement date nears. So clearly, they're quite popular. And that's totally fine.

Mutual Funds 130

Mutual Funds Investing Funds Assets 130

The Motley Fool

APRIL 17, 2024

One of the virtues of broad-market index funds is that indexes such as the S&P 500 tend to outperform non-index mutual funds. Along the way, it dropped some 31% in 2018 and 50% in 2022. Or think of semiconductor titan Nvidia, which has had an amazing run, averaging eye-popping annual gains of 70% over the past decade.

Mutual Funds 130

Mutual Funds Hedge Funds Prospects Funds 130

The Motley Fool

MARCH 17, 2024

Most people don't have the skill set to be the next Warren Buffett -- and indeed, over the past 15 years, fully 92% of all large-cap mutual funds underperformed the S&P 500 index. ( Simply put, most of us would do well to keep plunking meaningful sums into one or more index funds year after year -- for lots of years.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Stock Market Stock Market 130

The Motley Fool

AUGUST 4, 2023

That means the stock is more likely to be picked up by mutual funds and exchange-traded funds (ETFs). year over year, and it had narrowed its net losses to $66 million, an improvement of $4 million from the previous quarter and $7 million from the first quarter of 2022. and SmileDirectClub wasn't one of them!

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Funds Investors 130