The Motley Fool

JANUARY 8, 2024

They built their wealth by consistently investing in index funds or exchange-traded funds (ETFs). For example, a fund that tracks the S&P 500 gives you a very small piece of the top 500 U.S. But you might instead look to a gold ETF or mutual fund. But you don't have to.

Investing 244

Investing Mutual Funds Exchange-Traded Funds Assets 244

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

MAY 22, 2024

Rowe Price given that the company operates one of the largest mutual fund families on Wall Street. First, the mutual fund business is facing increasing competition from exchange-traded funds (ETFs). Rowe Price (NASDAQ: TROW) , Bank of Nova Scotia (NYSE: BNS) , and Agree Realty (NYSE: ADC) right now.

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Mutual Funds Exchange-Traded Funds Banks Management Fees 130

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 bad side of the ledger, exchange-traded funds (ETFs) are displacing mutual funds as the primary tool of small and large investors alike. The big outcome for T.

Mutual Funds 130

Mutual Funds Banks Exchange-Traded Funds Assets 130

The Motley Fool

NOVEMBER 9, 2024

It charges fees for providing financial services to customers who buy its mutual funds, exchange-traded funds (ETFs), and other investment products. The key figure for investors here is assets under management (AUM), which rise and fall as customers deposit and withdraw funds and as the market goes up and down.

Mutual Funds 130

Mutual Funds Banks Exchange-Traded Funds Assets 130

The Motley Fool

JUNE 16, 2023

Stocks, mutual funds, and ETFs Whatever your age, the stock market is a good way to beat inflation and build wealth over time. Consider an exchange-traded fund (ETF) , index fund, or mutual fund -- they can give you exposure to a mix of sectors and markets without the need to buy individual stocks.

Mutual Funds 130

Mutual Funds Taxes Investing Exchange-Traded Funds 130

The Motley Fool

FEBRUARY 3, 2024

ETFs shake up the Bitcoin landscape MicroStrategy's January chart relied on the emerging access to exchange-traded funds (ETFs) based on Bitcoin's spot price. Most of the cryptocurrency stash was financed by open-market stock sales and additional debt. Here, let me explain. Bitcoin had gained 5.6% over the same span.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

JULY 17, 2024

Here are a few moves to get you started: Beef up your emergency fund Pay down debt Develop profitable skills Cut back on unnecessary items Evaluate your spending habits Create a budget Monitor your net worth 3.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Taxes Accounting 130

The Motley Fool

MARCH 4, 2024

Jack Bogle Finally on this list, there's John "Jack" Bogle , referred to by many as the father of index funds. (He He also founded Vanguard, known for low-fee mutual funds and exchange-traded funds.)

Investors 147

Investors Mutual Funds Exchange-Traded Funds Hedge Funds 147

The Motley Fool

FEBRUARY 15, 2024

Bitcoin-based ETFs The Securities and Exchange Commission (SEC) recently approved 11 exchange-traded funds (ETFs) that track the current spot price of Bitcoin. But you can buy and sell these funds just like you would any other ETF or stock. When the crypto goes up or down, the ETFs make the same move.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

OCTOBER 3, 2024

Better, it has billions in cash and no debt, giving it a lot of flexibility to pounce on opportunities. It's an exchange-traded fund (ETF) -- a lot like a mutual fund, but trading like a stock. iShares Semiconductor ETF The iShares Semiconductor ETF (NASDAQ: SOXX) isn't technically a stock.

Mutual Funds 100

Mutual Funds Exchange-Traded Funds Prospects Debt 100

The Motley Fool

JUNE 9, 2024

But the company has no long-term debt on its balance sheet , so there's a huge financial cushion for the dividend through the bull/bear cycle. The problem is that exchange-traded funds (ETFs) are eating away assets from T. Rowe Price's core mutual fund operation. Rowe Price's stock to be performing better.

Mutual Funds 100

Mutual Funds Exchange-Traded Funds Assets Asset Management 100

Dear Mr. Market

MARCH 11, 2023

A perfect ETF (exchange traded fund) to accomplish this is the #9 seeded First Trust Rising Dividend Achievers ETF ( RDVY ). 3 seeded Hodges Small Cap Fund ( HDPSX ) is the epitome of a quality outfit that kicks the tires and vets companies the old fashioned way.

Investing 101

Investing Exchange-Traded Funds Mutual Funds Assets 101

The Motley Fool

MAY 21, 2024

Motley Fool host Alison Southwick and personal finance expert Robert Brokamp discuss how investors can evaluate exchange-traded funds. They had more cash than debt, they were cash flow positive and they had no fewer than four high-profile activists circling the company and they were trading at four times free cash flow.

Mutual Funds 130

Mutual Funds Taxes Hedge Funds Funds 130

The Motley Fool

AUGUST 14, 2023

This does not look like it's overly inflated or they're taking on a lot of new debt or debt risk. We talk about individual stocks a lot, but there is also another way to get some boring exposure, they can pay off down the road as an ETFs exchange-traded funds. How does an ETF differ from a mutual fund?

Mutual Funds 130

Mutual Funds Portfolios Exchange-Traded Funds Funds 130

The Motley Fool

JANUARY 28, 2024

Let's set that aside and assume you have somewhat higher interest rates for longer, the debt becomes more expensive and maybe the assets, the businesses that they've purchased, may need to be repriced. They should diversify as much as possible by only owning something like exchange-traded funds, or spread out investments like that.

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Stock Market Stock Market Funds Returns 130

Pension Pulse

NOVEMBER 17, 2023

pic.twitter.com/uz8a7jyThK — Francois Trahan (@FrancoisTrahan) November 16, 2023 America is now paying more in gross interest on its record $33 trillion debt than on national defense — here's who holds the IOUs? link] — Kabir (@AKabir57) November 17, 2023 "We are at a point at which we are borrowing money to pay debt service.

Hedge Funds 59

Hedge Funds Funds Asset Management Stakes 59

Pension Pulse

FEBRUARY 16, 2024

Many of the largest were market bets made with exchange-traded funds like the SPDR S&P 500, which multistrats use to keep their overall portfolio from rising or falling with the market’s tide. They include funds run by legendary investors like Warren Buffet, Seth Klarman, Ron Baron and Ken Fisher.

Hedge Funds 59

Hedge Funds Funds Asset Management Assets 59

Pension Pulse

AUGUST 18, 2023

Flows into equity-focused exchange-traded funds have turned negative in the past week, data compiled by Bloomberg show. They include funds run by legendary investors like Warren Buffet, Seth Klarman, Ron Baron and Ken Fisher. They differ from traditional L/S hedge funds by having a more concentrated portfolio.

Hedge Funds 52

Hedge Funds Funds Asset Management Assets 52

The Big Picture

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead? billion deal. RITHOLTZ: Wow.

Mutual Funds 64

Mutual Funds Assets Funds Asset Management 64

Sara Grillo

FEBRUARY 13, 2023

I think it has to be in debt or, or private markets because that it has to be a primary market transaction. It has already affected cost of capital on the debt side. And if you have less demand on the debt side, you can raise less money and less of a good price. 90, you said 90% of capital comes from debt, the debt side.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Motley Fool

APRIL 12, 2024

In March, we issued $3 billion of debt to fund a portion of the cash consideration for our planned acquisition of GIP. mutual fund industry so far this year, but the same data services that track the industry don't show a proportionate pickup for BlackRock. Ken Worthington -- JPMorgan Chase and Company -- Analyst Hi.

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Performance Fees Assets Shareholders Leveraging 130

The Motley Fool

JANUARY 21, 2025

Most mutual fund managers with time and the right tools to beat the market don't actually do so, underscoring just how difficult it is for ordinary investors like yourself to achieve the feat. For the past 10 years, the underperformance figure grows to nearly 85% of these funds.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Hedge Funds Funds 130

The Motley Fool

APRIL 2, 2025

This is why Warren Buffett, the CEO of Berkshire Hathaway , recommends most investors stick to investing in index funds. It's sound advice, and even income investors can make this work for them with as little as two exchange-traded funds (ETFs). Here's an income-focused ETF plan you can follow with minimal effort.

Mutual Funds 130

Mutual Funds Exchange-Traded Funds Portfolios Debt 130