The Motley Fool

MAY 11, 2024

And its size has historically provided it with advantaged access to capital, regardless of market conditions. And while mutual funds have been facing increased outflows, Franklin Resources is expanding its reach into other areas to offset the impact. trillion in assets under management.

Mutual Funds 243

Mutual Funds Exchange-Traded Funds Asset Management Assets 243

The Motley Fool

SEPTEMBER 19, 2024

It ended up costing me some of my hard-earned capital as a result. There's a far better way to go about it and the first step begins with focusing on the right type of investment; in this case, a single Vanguard index fund. The Vanguard Balanced Index Fund is the foundation you need to learn What should I have done? bond market.

Mutual Funds 246

Mutual Funds Funds Investing Exchange-Traded Funds 246

The Motley Fool

MARCH 11, 2025

Exchange-traded funds (ETFs) are a simple, low-maintenance option that won't crimp your portfolio's overall returns. Best of all, you can employ this simpler option with just a single fund family's exchange-traded funds. Fortunately, there's an easy solution. That's Vanguard.

Exchange-Traded Funds 189

Exchange-Traded Funds Mutual Funds Funds Stakes 189

The Motley Fool

FEBRUARY 12, 2025

It may also not be your optimal way of building wealth anyway, if the subpar stock-picking performance of most mutual fund managers is any indication. All three are also low-cost exchange-traded funds , or ETFs, which means they can be bought and sold just like ordinary indvidual stocks.

Mutual Funds 219

Mutual Funds Investing Exchange-Traded Funds Hedge Funds 219

The Motley Fool

JUNE 26, 2023

of its market capitalization, space tourism stock Virgin Galactic is down 3%, and AST SpaceMobile is off about 2.5%. Shares in recent high-flyers Virgin Galactic Holdings (NYSE: SPCE) , BlackSky Technology (NYSE: BKSY) , and AST SpaceMobile (NASDAQ: ASTS) are heading south. As of noon ET, spy satellite operator BlackSky has lost 6.7%

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Bidding Capital 246

The Motley Fool

MAY 27, 2024

trillion in assets under management, Vanguard stands as an indomitable force in the mutual fund and exchange-traded fund (ETF) landscape. For many long-term investors, Vanguard's ETFs and mutual funds are the go-to choices, and there's a good reason why. Commanding a staggering $7.2

Funds 246

Funds Mutual Funds Exchange-Traded Funds Capital 246

The Motley Fool

JUNE 15, 2024

The reason is that investors are worried about the shift taking place from mutual funds to lower-cost exchange-traded funds (ETFs). Add in an investment grade-rated balance sheet, and Realty Income has advantaged access to capital markets. The yield here is also near decade highs at 4.2%.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Assets Debt 246

The Motley Fool

NOVEMBER 30, 2023

Exchange-traded funds, or ETFs, can be superb investing vehicles. For instance, some of these vehicles fail to track their benchmark index accurately, resulting in the fund underperforming on a consistent basis. The VOO is also widely owned by individual investors, mutual funds, hedge funds, and institutional investors.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Hedge Funds Stakes 246

The Motley Fool

DECEMBER 13, 2023

And younger investors showed a clear preference for holding individual stocks rather than mutual funds or exchange-traded funds (ETFs). All of these rank among the top 10 cryptos in terms of market capitalization. It turns out cryptocurrencies -- not stocks -- were the most-held assets among this age cohort.

Assets 245

Assets Mutual Funds Investors Exchange-Traded Funds 245

The Motley Fool

AUGUST 8, 2023

But for others, it's precisely why exchange-traded funds (ETFs) exist. For instance, if you want to mirror the performance of a major index, there are index funds. With more than 3,000 publicly traded ETFs, there's a good chance there's an ETF for pretty much any investment strategy you can think of.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Assets Funds 246

The Motley Fool

JULY 13, 2023

Luckily, you can invest in real estate without expending large amounts of capital buying and maintaining physical properties. You could spend a substantial portion of your capital to acquire real estate or buy a REIT on the stock market for a fraction of the price and effort. That's thanks to real estate investment trusts (REITs).

Mutual Funds 242

Mutual Funds Exchange-Traded Funds Stock Exchanges Finance 242

The Motley Fool

OCTOBER 30, 2024

Although the AI growth opportunity could still be accurate, the extent to which the company actually capitalized on it and how that is reflected in its financial statements remains in question. Fortunately, investors can turn to mutual funds or exchange-traded funds (ETFs) that can do the heavy lifting involved with stock selection.

Accounting 246

Accounting Investors Mutual Funds Exchange-Traded Funds 246

The Motley Fool

APRIL 23, 2024

Perhaps they'll integrate blockchain technology, offer decentralized options alongside their existing services, or find entirely new ways to capitalize on the changing digital landscape. Amazon, Meta's Facebook and Instagram, and Alphabet's Google will likely adapt and find their place in this evolving online landscape.

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Stakes Finance 246

The Motley Fool

DECEMBER 25, 2023

In either case, your money is free to grow and compound on a tax-deferred basis while in the account, meaning you won't pay any capital gains or dividend taxes along the way. HSA money can be invested in mutual funds, exchange traded funds (ETFs), or even stocks.

Taxes 241

Taxes Mutual Funds Exchange-Traded Funds Investing 241

The Motley Fool

JULY 19, 2024

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. Older investors may want to focus more on capital preservation, but only if they've already built a sizable nest egg. That's a far cry from $1.46

Mutual Funds 243

Mutual Funds Taxes Exchange-Traded Funds Accounting 243

The Motley Fool

MARCH 2, 2024

The following two exchange-traded funds ( ETFs ) can be the foundation of your long-term investment portfolio. A bedrock index fund The Vanguard S&P 500 ETF (NYSEMKT: VOO) lies at the core of many astute investors' retirement portfolios. Moreover, Vanguard's fees are often among the lowest in the mutual fund industry.

Exchange-Traded Funds 189

Exchange-Traded Funds Funds Mutual Funds Portfolios 189

The Motley Fool

JULY 14, 2024

This time around, you might try buying fewer stocks and instead focus more on exchange-traded funds (or ETFs), which are often easier to stick with when things get rocky for the overall market. If you want to make sure you don't miss out on the next big bull run, though, you might want to change your strategy just a bit.

Stock Exchanges 245

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

The Motley Fool

AUGUST 17, 2024

After their work-based income ends, however, they want to focus more on income and capital preservation. Exchange-traded funds or ETFs (which are bought and sold just like individual stocks) can meet retirees' needs and make investing simpler. Well, good news, retired investors! iShares Core U.S.

Mutual Funds 189

Mutual Funds Exchange-Traded Funds Capital Prospects 189

The Motley Fool

SEPTEMBER 27, 2024

There's a problem with mutual funds and exchange-traded funds (ETFs) that doesn't bedevil a traditional company. Berkshire Hathaway is similar to a mutual fund If you were to describe Berkshire Hathaway's business, some might argue that it is an insurance company. And a utility. Outside the U.S.,

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Conglomerates Banks 130

The Motley Fool

JANUARY 23, 2024

If you're a beginner looking to invest in stocks , consider starting with this exchange-traded fund (ETF). Like a mutual fund, an ETF pools capital from many investors, then allocates that based on a specific strategy.

Mutual Funds 182

Mutual Funds Exchange-Traded Funds Investing Assets 182

Dear Mr. Market

NOVEMBER 17, 2023

Market: The stock market is made up of thousands of choices and one easy way to gain exposure to it is via mutual funds. Costs/Expenses : ETFs typically have lower expense ratios compared to mutual funds. Tax Efficiencies : ETFs are generally more tax-efficient than mutual funds. The numbers don’t lie.

Mutual Funds 59

Mutual Funds Exchange-Traded Funds Funds Education 59

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

MAY 17, 2024

Most investors are aware of at least some of the benefits of exchange-traded funds (ETFs). These funds have some big advantages over other financial instruments like mutual funds and individual stocks, including cost efficiencies and diversification. A less-discussed advantage is price.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Funds Portfolios 130

The Motley Fool

APRIL 8, 2024

Meanwhile, favorable capital market conditions stimulated demand for dividend stocks, which created momentum for Deere stock. Deere makes up about 25% of the mutual fund's holdings, so some of that strong performance was driven by Deere itself. Shares of Deere & Company (NYSE: DE) rose 12.5%

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Capital Funds 130

The Motley Fool

MARCH 3, 2024

Most employers and their plan providers will give investors a menu exclusively of mutual funds and exchange-traded funds to pick from. Some of those mutual funds, such as target date funds, can carry relatively high fees. All you'll have to worry about are capital gains taxes.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Taxes Accounting 130

The Motley Fool

SEPTEMBER 18, 2024

That option is an exchange-traded fund (ETF). ETFs are similar to mutual funds but they are more accessible to the average investor and they trade more like stocks. To understand what makes this ETF great, it helps to first understand what an index is and why you might invest in a fund that tracks it.

Mutual Funds 130

Mutual Funds Investing Exchange-Traded Funds Management Fees 130

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.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Taxes Capital 130

The Motley Fool

JANUARY 15, 2025

The firm is known for its diverse offerings including mutual funds, exchange-traded funds (ETFs) , and its advanced risk management platform, Aladdin. It provides a spectrum of investment management and risk management services to institutional and retail clients worldwide.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Taxes Assets 130

The Motley Fool

AUGUST 8, 2023

Given the historical volatility in the energy space, it wouldn't be a bad plan to just throw your hands up and give the job to someone else by way of a closed-end fund, mutual fund, or exchange traded fund (ETF) focused on the energy patch. Rowe Price, and other fund shops. Image source: Getty Images.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Assets Stock Exchanges 130

The Motley Fool

DECEMBER 5, 2024

However, it has an active internal trading program that allows employees and existing investors to buy and sell shares, and some secondary websites occasionally allow accredited investors to buy and sell shares of SpaceX stock. But unless you're a high-profile venture investor, it has been difficult to buy shares of SpaceX whenever you want.

Accredited Investors 130

Accredited Investors Mutual Funds Exchange-Traded Funds Investing 130

The Motley Fool

NOVEMBER 27, 2024

Exchange-traded funds (ETF) have revolutionized investing by offering investors an efficient way to build wealth through diversified portfolios. ETFs combine the best features of mutual funds and stocks, providing instant diversification, low costs, and the ability to trade throughout the day.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Funds Capital 130

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.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Management Fees Funds 130

The Motley Fool

MAY 15, 2024

Speaking to this fact, the fund family has grown to around $7.5 trillion in assets under management across its mutual fund and exchange-traded fund (ETF) offerings. However, VUG's yield is a modest 0.47%, reflecting its primary emphasis on capital growth over immediate income generation.

Stock Market 130

Stock Market Stock Market Funds Mutual Funds 130

The Motley Fool

MAY 1, 2024

You simply buy and sell these baskets as a single holding called an exchange-traded fund, or ETF. (OK, Standard & Poor's keeps close tabs on all major mutual funds , regularly reporting how many of them outperform their benchmark indexes. How is it capitalizing on its opportunities?

Mutual Funds 130

Mutual Funds Investing Exchange-Traded Funds Funds 130

The Motley Fool

JULY 16, 2024

Consider some exchange-traded funds (ETFs) that track the performance of a robust market index. The average fund of large domestic stocks charges 0.78% in annual fees, according to Morningstar data quoted by Vanguard. This fund tracks the FTSE High Dividend Yield index.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Management Fees Banks 130

The Motley Fool

JUNE 15, 2023

If you're looking for good deals in this sector but don't want to take the risk of picking individual stocks, consider investing in an exchange-traded fund (ETF) that tracks the banking industry. Seeking bargain banks ETFs are baskets of stocks that act like mutual funds but trade like a stock.

Banks 130

Banks Mutual Funds Exchange-Traded Funds Asset Management 130

The Motley Fool

DECEMBER 21, 2023

Several financial giants have filed the paperwork to create Bitcoin-based exchange-traded funds (ETFs). The Securities and Exchange Commission (SEC) is dragging its feet on approving (or even considering) any of these filings, but the agency is now under a legal requirement to do something by January 10, 2024.

Securities and Exchange Commission (SEC) 189

Securities and Exchange Commission (SEC) Investing Legal Mutual Funds 189