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. For instance, the S&P 500 requires a company to have a market capitalization of at least $15.8 billion, be based in the U.S., Dollar: 1.4%

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The Motley Fool

AUGUST 6, 2024

Holding just one stock can be great when that company is enjoying a golden age, but not so awesome when something goes wrong. A single fund lets you invest in dozens, hundreds, or even thousands of stocks via a single ticker. ETFs also have a few advantages over old-school mutual funds. Why this particular Vanguard ETF?

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The Motley Fool

DECEMBER 31, 2023

The best returns have come from companies that routinely increase their dividends. The healthcare company has an excellent track record of growing that payout. The therapeutics and aesthetics company should be able to continue increasing its dividend in the future. Dividend stocks can be incredible investments.

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The Motley Fool

FEBRUARY 5, 2025

Interval funds are closed-end investment companies that might appeal to investors looking for different ways to diversify their portfolio by providing access and exposure to illiquid strategies or alternative assets. In addition, you can purchase shares in an interval fund on a daily basis at NAV, similar to an open-end mutual fund.

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The Motley Fool

DECEMBER 5, 2024

Mutual funds aren't what they used to be Asset manager T. Rowe Price is one of the largest sponsors of mutual funds. On the good side of the ledger, investors don't like to move money from company to company, so assets tend to be fairly sticky over time. That's good and bad at the same time.

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Mutual Funds Banks Exchange-Traded Funds Assets 130

The Big Picture

APRIL 11, 2024

In 1978, Congress enacted Internal Revenue Code Section 401(k), which allowed tax-deferred savings through a company-administered plan. Data was expensive, professional analysis complex, and only a handful of companies served individual investors. Their solution was to own the market, and let someone else pay a high management fee.

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Securities and Exchange Commission (SEC) Mutual Funds Hedge Funds Taxes 140

The Motley Fool

MAY 22, 2024

Rowe Price given that the company operates one of the largest mutual fund families on Wall Street. But the real key is that customers don't like to move from one asset manager to another, which makes the assets under management (AUM) at T. Today, Agree Realty is a much larger and stronger company.

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The Motley Fool

DECEMBER 20, 2023

companies, and it's a good way to get exposure to the broad U.S. Some of these are mutual funds. When investors wish to buy or sell shares in a mutual fund, all trades are executed once a day, after the end of the session, based on the prices at which the component shares closed. Consumer discretionary 10.7%

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Mutual Funds Funds Exchange-Traded Funds Investing 130

The Motley Fool

FEBRUARY 25, 2024

Many investment types charge management fees or investment minimums. Mutual funds impose both; many CDs and bonds require investors to deposit $500 or more. Fees eat into returns -- doubly so when you only have a bit of savings to invest. A typical robo-advisory fee is 0.2% A single Costco stock is $723.26

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The Motley Fool

OCTOBER 31, 2024

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. Then you’ll want to hear this.

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Mutual Funds Exchange-Traded Funds Management Fees Funds 130

The Motley Fool

JUNE 22, 2024

For one thing, your 401(k) probably has pretty limited investment options, which usually consist of target date and mutual funds. Another big problem is that you may get hit with fees in your 401(k). You might also have to pay management fees and commissions for buying and selling assets.

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The Motley Fool

JANUARY 21, 2024

The early winners, by the numbers ETF Name and Ticker Net Asset Value (NAV) Average Daily Volume (number of shares) Annual Management Fees Grayscale Bitcoin Trust $25.2 million 1.5% (No introductory fee waiver) iShares Bitcoin Trust (NASDAQ: IBIT) $698 million 22.4 billion AUM) Data sources: Finviz.com, Yahoo!

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Securities and Exchange Commission (SEC) Mutual Funds Management Fees Exchange-Traded Funds 130

The Motley Fool

JULY 16, 2024

Consider some exchange-traded funds (ETFs) that track the performance of a robust market index. These index ETFs come with the superpowers of reliable performance, low management fees, and solid dividend payments. Those ultralow fees make a big difference in the long run. yield seen in the Vanguard S&P 500 ETF.

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Mutual Funds Exchange-Traded Funds Management Fees Banks 130

The Big Picture

DECEMBER 4, 2024

First one maybe about a decade ago, but you’ve really seen it with mutual fund ETF conversions, separate account ETF conversions, and what we’re announcing is an open enrollment. And so, this fund will be a quarterly rebalance, 100 stocks. Meb Faber : And this is why so many mutual funds have converted to ETFs.

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Taxes Mutual Funds Accredited Investors Asset Management 52

The Motley Fool

JUNE 21, 2023

Bonus Offer: Score up to $600 when you open this brokerage account Discover: Best online stock brokers for beginners Some companies are content to offer a bare-bones plan that never changes, while others devote substantial attention, time, and resources to make their 401(k) plan excellent.

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The Motley Fool

JANUARY 12, 2024

The handy table below is your personal menu, serving up the essential details: from the amount of digital dough they're managing on Day One as a Bitcoin ETF to the fees they'll charge for the pleasure of their company. million 58 0.29% N/A Wisdom Tree Bitcoin Fund (NYSEMKT: BTCW) $2.4 billion 619,187 1.5% million 54 0.2%

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Securities and Exchange Commission (SEC) New York Stock Exchange Mutual Funds Exchange-Traded Funds 130

The Motley Fool

FEBRUARY 15, 2024

Their day-to-day and minute-by-minute price moves should be identical for all intents and purposes, apart from their varied management fees. The Grayscale ETF used to be the only Bitcoin-owning mutual fund before the SEC approved its ETF conversion. Now, the risk isn't always lower.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Investing 130

The Motley Fool

MAY 7, 2024

In this podcast we discuss topics including: PayPal' s earnings and why a drop at a specialty insurance company could be a buying opportunity for investors. Matt Frankel: It's all the companies that I follow like the two we're about to discuss today, but this week it's crazy. He called out Zoom for being a company in stagnation.

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Accounting Financing Finance Consultants 245

The Motley Fool

OCTOBER 15, 2024

On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. Right now, we’re issuing “Double Down” alerts for three incredible companies, and there may not be another chance like this anytime soon. It's laying off some of the risk on other companies.

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Taxes Mutual Funds Accounting Financing 130

The Private Equiteer

SEPTEMBER 17, 2020

So when you hear about a firm raising a $1b fund, it doesn’t mean they’re in receipt of $1b in cash, it means that investors have contractually promised to invest $1b as (and if) needed. Be aware that management fees take a big bite out of the $1b. A fund only calls money from investors when it’s ready to invest that money.

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Returns Mutual Funds Private Equity Firms Private Equity Firms 52

The Motley Fool

APRIL 29, 2024

Please be sure to provide your name and your company's name when submitting your questions. MicroStrategy is also positioned as the world's largest independent publicly traded business intelligence company. As we discussed last quarter, MicroStrategy considers itself to be the world's first bitcoin development company.

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Leveraging Debt Assets Shareholders 246

The Motley Fool

OCTOBER 11, 2024

The combination triples infrastructure AUM and doubles private markets run-rate management fees. This was due to the relative outperformance of lower fee U.S. equity markets and client preferences for lower fee U.S. The closing of GIP added $116 billion of client AUM and $70 billion of fee-paying AUM on October 1.

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Assets Leveraging Mergers and Acquisitions Mutual Funds 130

ClearMoney

MARCH 1, 2022

So, the arrival of index funds represented a shift towards embracing market prices—if you can’t beat ’em, join ’em! Because early indexing didn’t spin its wheels in bottom-up company analysis or top-down economic trend forecasting, it became known as passive investing. However, this stretches the definition of “passive.”

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Mutual Funds Exchange-Traded Funds Education Management Fees 52

ClearMoney

SEPTEMBER 24, 2021

You’re forgetting that diversification—spreading your investments across a large number of companies—is a powerful way to minimize risk. I only want to invest in companies I’m familiar with.”. Stock markets contain all of the publicly traded companies out there. Every company has an incentive to do better. In US dollars.

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Mutual Funds Investing Taxes Consultants 52

Walkner Condon Financial Advisors

OCTOBER 28, 2022

While you cannot contribute to it, you may hold it at the investment company. There can be some economies of scale that may allow you to reduce prices on some of your funds as well as administrative costs. . The downside to leaving it there is that any changes to the 401(k) product company or investment lineup will impact you.

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Mutual Funds Financial Institutions Assets Taxes 52

The Motley Fool

MAY 28, 2024

Bill Mann: It's funny because stock buybacks are thought to be a very efficient way to return cash to existing shareholders in the form of there's not much in the way of tax, and every share of stock you should think of as being a perpetual claim on earnings and assets of a company.

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Taxes Accounting Education Shareholders 130

The Motley Fool

MARCH 20, 2024

Importantly, our gross profit growth has consistently surpassed revenue growth due to the margins of our incremental revenue being significantly higher than the 50% overall gross margins for the entire company. The products are primarily low risk money market funds and, to a lesser extent, fixed-income mutual funds.

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Accounting Shareholders Financial Institutions Leveraging 246

ClearMoney

DECEMBER 14, 2021

Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. trillion in equity fund AUM1 was categorized as strategic beta by Morningstar. billion of fixed income funds had the same designation. At the end of 2020, $1.35 By contrast, just $14.36

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ClearMoney

DECEMBER 5, 2021

These theoretical arguments can be distilled down to impacts felt through company cash flows—in the case of the higher borrowing cost or lower private spending arguments—or through discount rate effects, such as the consumption volatility story. REITs, tracking stocks, and investment companies are excluded from the universe.

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Debt Returns Mutual Funds Capital 52

ClearMoney

DECEMBER 5, 2021

These theoretical arguments can be distilled down to impacts felt through company cash flows—in the case of the higher borrowing cost or lower private spending arguments—or through discount rate effects, such as the consumption volatility story. REITs, tracking stocks, and investment companies are excluded from the universe.

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Debt Mutual Funds Capital Assets 52

The Motley Fool

AUGUST 2, 2024

PGIM, our global investment manager, had higher asset management fees driven by favorable investment performance, contributions from the Deerpath capital acquisition, and equity market appreciation. Additionally, higher incentive and transaction fees resulted in an increase in other related revenues. Turning to Slide 9.

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The Motley Fool

JANUARY 12, 2024

And we had 70 products across our ETF and mutual fund ranges with over 1 billion in net inflows. The integration will nearly double our private markets management fees to over 1.5 billion Fund I to 20-plus billion in the most recent vintages. Companies and clients increasingly want to work with BlackRock.

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Assets Shareholders Asset Management Capital 130

Pension Pulse

FEBRUARY 16, 2024

Shares of food delivery service DoorDash dropped 8% on a wider-than-expected loss, while digital advertising company Trade Desk popped about 17% after topping analysts’ fourth-quarter revenue estimates and offering an upbeat outlook for the first quarter. Maybe but this company has ripped the face off short sellers so I wouldn't bet on it.

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Hedge Funds Funds Asset Management Assets 59

Sara Grillo

APRIL 11, 2022

One of my favorite lines from the podcast (link at top of the page) sums it up: “They come to me, either they have been self-managing their portfolio their whole life, or maybe they were working with…maybe a money management company…and they have come to the light. I was managing their money in. So we had no access.

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Portfolios Investors Consultants Consulting 52

The Big Picture

MARCH 27, 2023

RITHOLTZ: So I like this quote of yours, which is, “Stock owners own a call option on the value of a company. MIELLE: Because if the value of the business of the company falls below the par amount of the bond, then the bondholders are going to repossess the company. Like, are those companies really going to go belly up it?

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Hedge Funds Funds Assets Financing 114

ClearMoney

FEBRUARY 22, 2022

The money management industry is highly competitive, with more stock mutual funds and ETFs available in the US than listed stocks.6 6 If someone could develop a profitable timing strategy, we would expect to see some funds employing it with successful results. Please read the prospectus before investing.

Mutual Funds 52

Mutual Funds Exchange-Traded Funds Taxes Assets 52

ClearMoney

FEBRUARY 21, 2022

We believe current market prices quickly incorporate expectations about the effects of these events on economies and companies. In another recent example, the US issued executive orders in 2020 and 2021 that prohibited US persons from investing in certain Chinese companies. These events are generally widely followed by investors.

Mutual Funds 52

Mutual Funds Stock Exchanges New York Stock Exchange Education 52