The Motley Fool

JULY 21, 2023

Create a bear market fund The stock market is cyclical, entering both bear and bull markets with some regularity. While making withdrawals from your retirement accounts makes sense when the bulls are running and the sun is shining, your best bet is to leave your retirement accounts alone when the market is in hibernation.

Fee Structure 130

Fee Structure Bidding Taxes Accounting 130

The Motley Fool

OCTOBER 18, 2024

The S&P 500 (SNPINDEX: ^GSPC) tracks the performance of 500 large-cap stocks that cover roughly 80% of U.S. equities and about 50% of global equities by market value. The index includes many of the world's most influential companies, and investors frequently use it as a performance benchmark for their own portfolios.

Funds 130

Funds Fee Structure Returns Portfolios 130

The Motley Fool

JULY 13, 2024

Comparing ETF fee structures Another drawback of the Invesco Solar ETF is its 0.67% expense ratio. The Invesco Solar ETF's fee is high, but it is arguably worth it if you're looking for a geographical and industry mix within the solar industry. Investors who believe in the growth of U.S.

Exchange-Traded Funds 130

Exchange-Traded Funds Fee Structure Funds Taxes 130

The Motley Fool

JANUARY 21, 2024

Putting money to work in the stock market is a smart way for people to start building lasting wealth. Investing in stocks can be incredibly simple. One of the most important things to pay attention to is the fee structure. The 10 stocks that made the cut could produce monster returns in the coming years.

Funds 100

Funds Fee Structure Investing Assets 100

Pension Pulse

SEPTEMBER 6, 2023

In July, the regulator published new guidelines for the sector, which among other things, called for portfolio valuations each quarter. The changes require private funds to issue quarterly fee and performance reports and to perform annual audits. The industry manages around $20 trillion in assets.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

The Motley Fool

MAY 1, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. I think there's a tremendous tailwind behind this.

Banks 130

Banks Leveraging Debt Assets 130

The Motley Fool

JULY 22, 2023

There is no right answer about it but if you're more probability-based oriented you're comfortable relying on the idea that over the long run, stocks should outperform bonds and so you'll get a higher investment return when you have a diversified, fairly aggressive investment portfolio. For example, one is just total return.

Banks 130

Banks Assets Portfolios Fee Structure 130

The Big Picture

OCTOBER 17, 2023

It’s a function of log normal returns that we see in, in stock markets. So, so your fee structure is very different when you outperform the market. You take a performance fee based on that outperformance above beta. What happens when you underperform the market? And it’s exactly the same.

Investing 52

Investing Capital Shareholders Returns 52

The Motley Fool

MARCH 3, 2025

As for fees, the fund has an expense ratio of 0.5%, meaning that an investor will pay $50 annually for every $10,000 invested in the fund. While that fee structure is far from the lowest around (many index ETFs charge less than 0.1%), it is about average for similar sector-focused ETFs.

Exchange-Traded Funds 225

Exchange-Traded Funds Fee Structure Funds Assets 225

The Motley Fool

MARCH 6, 2025

For many investors, building a portfolio with a value of $1 million or more is the ultimate goal. So, today, let's imagine how a hypothetical investor might build a $1 million portfolio using one simple ETF: the Vanguard S&P 500 ETF (NYSEMKT: VOO). Meanwhile, it boasts many other stocks from various sectors (e.g.,

Fee Structure 130

Fee Structure Portfolios Funds Stock Market 130

The Motley Fool

JANUARY 26, 2025

The S&P 500 (SNPINDEX: ^GSPC) is the most closely followed benchmark to gauge the performance of the overall stock market. It's clear that the portfolio's performance is heavily tied to these businesses and how they fare. One area to keep in mind is the fee structure.

Fee Structure 130

Fee Structure Exchange-Traded Funds Assets Returns 130