The Motley Fool

JULY 12, 2024

Billionaire investor Bill Ackman is planning to create a new publicly traded investment fund and is kicking off a pre-IPO roadshow to build investor interest. The new fund will be called Pershing Square USA and will list on the New York Stock Exchange under the ticker symbol PSUS. annualized) since its Jan 2004 inception. annualized).

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Hedge Funds Fee Structure Accredited Investors Management Fees 242

The Motley Fool

APRIL 12, 2024

Fortunately for investors, exchange-traded funds (ETFs) quickly capitalized on AI, and one of the better-performing funds is the Global X Artificial Intelligence & Technology ETF (NASDAQ: AIQ). The question for investors is whether the tech ETF can generate sufficient returns while reducing risk to minimal levels.

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This is going to be BIG.

MAY 12, 2014

Two years ago I started a fund. For the fund to be viable, it had to be at least $5 million, but somewhere in the neighborhood of $8-10 million would have been perfect. How does one make money raising a venture fund of this size? management fee. You''re running pretty lean when you''re on your first fund.

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Funds Legal Management Fees Venture Capital 167

The Motley Fool

MARCH 11, 2025

Its assets under management ( AUM ) rose 11.2% The growth in AUM, which generates rising management fee income, helped drive a more than 20% increase in its earnings per share last year. Continue *Stock Advisor returns as of March 10, 2025 Matt DiLallo has positions in Broadcom, PepsiCo, and T. Rowe Price.

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Exchange-Traded Funds Management Fees Asset Management Assets 130

The Motley Fool

APRIL 1, 2025

Alternative AUM will keep rising Investors have steadily increased their allocations to alternative investments over the years because they can lower volatility, enhance returns, and provide broader portfolio diversification. For years, institutional investors like pension funds and insurance companies have driven growth in alternatives.

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Asset Management Pension Funds Hedge Funds Assets 130

The Motley Fool

JULY 28, 2024

Perhaps the biggest name among chip stocks is Nvidia , which has returned 127% so far in 2024. This ETF is spectacular One of the best ways to invest in the capital markets is through exchange-traded funds (ETFs). The fund currently holds 26 positions in different chip stocks.

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The Motley Fool

APRIL 16, 2024

That's been a clear factor impacting investors' returns in recent months. An exchange-traded fund (ETF) offers a solution to both of those problems. Pick the wrong ETF, though, and you could end up seeing your returns eaten away by high fees, excess turnover, or both. Growth isn't cheap in a rallying stock market.

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Exchange-Traded Funds Management Fees Assets Funds 246

The Motley Fool

SEPTEMBER 28, 2023

So it's no surprise that investors are scooping up these mining stocks as a way to pump up their portfolio returns. But there might be a better way to get access to the Bitcoin mining sector, and that's through an exchange-traded fund (ETF). But what's most interesting is what else the fund holds. For example, it holds a 10.5%

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Investing Exchange-Traded Funds Management Fees Stakes 240

The Motley Fool

APRIL 27, 2024

The exchange-traded fund (ETF) offers a high dividend yield and upside potential with lower volatility. They vary from month to month based on the income the ETF generates: JEPQ Dividend data by YCharts The actively managed fund charges investors a fairly reasonable ETF expense ratio of 0.35%. of its net assets Apple : 5.7%

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Accounting Exchange-Traded Funds Management Fees Asset Management 246

The Motley Fool

MAY 9, 2024

For those looking to bypass these complexities, Vanguard offers a compelling solution with its range of 86 exchange-traded funds (ETFs). This means more of your investment goes toward growing your capital rather than paying fund management fees. VTI Total Return Level data by YCharts. Image source: Getty Images.

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Portfolios Exchange-Traded Funds Stock Market Stock Market 244

The Motley Fool

AUGUST 20, 2024

Driven by the investing world's love affair with artificial intelligence (AI) , stocks in the space saw absolutely monster returns. The poster child, Nvidia , returned a whopping 180% in the same time frame. The ETF has returned 40% this year so far. Through July 10, the Nasdaq Composite was up more than 26%. Broadcom 8.5

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The Motley Fool

JULY 8, 2024

One of the best ways to invest, whether you're a beginner or an expert, is with exchange-traded funds (ETFs). These specialized investment products trade like stocks, but they have many of the characteristics of mutual funds. ETFs charge various management fees to their investors. Image source: Getty Images.

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Mutual Funds Exchange-Traded Funds Management Fees Finance 243

The Motley Fool

SEPTEMBER 28, 2024

The exchange-traded fund (ETF) lets you invest in 100 of the top dividend stocks through one easy-to-buy package. And it charges an ultra-low expense ratio, which lets investors keep more of the dividend income these stocks produce without giving too much back in fees. That's clear from looking at a couple of the fund's top holdings.

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Exchange-Traded Funds Management Fees Funds Assets 246

The Motley Fool

JANUARY 16, 2025

It was on track to grow its adjusted funds from operations ( FFO ) by 4.8% That solid growth rate comes amid the challenges of higher interest rates, which have increased the REIT's cost of capital , making it more expensive to externally fund new acquisitions by issuing more stock and debt. times its adjusted FFO. for Realty Income).

Accounting 245

Accounting Asset Management Management Fees Assets 245

The Motley Fool

AUGUST 25, 2024

While it is relatively new, one workaround could be to buy shares in a spot exchange-traded fund ( ETF ). The VanEck Bitcoin Trust ETF (NYSEMKT: HODL) has returned 27% so far this year, handily outperforming the S&P 500 and Nasdaq. The 10 stocks that made the cut could produce monster returns in the coming years.

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The Motley Fool

DECEMBER 14, 2023

Her appeal centers around the theme-based investing strategy of ARK Invest's family of exchange-traded funds (ETFs). Namely, these funds aim to invest in companies developing disruptive technologies across a wide variety of industries, such as information technology, transportation, and human medicine, to name a few.

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Exchange-Traded Funds Management Fees Prospects Funds 243

The Motley Fool

MAY 29, 2024

There's nothing wrong with dipping your first toe in Wall Street's waters through a low-cost exchange-traded fund (ETF). An index-tracking ETF from a fee-averse manager such as Vanguard can get you started on the right foot. Even so, you still have dozens of index-tracking strategies and hundreds of funds to choose from.

Exchange-Traded Funds 245

Exchange-Traded Funds Mutual Funds Investing Stock Exchanges 245

The Motley Fool

OCTOBER 22, 2023

Keeping with this theme, the Oracle of Omaha has repeatedly advised investors to consider passively managed index funds with low management fees and that track a broad range of fundamentally sound businesses. How does VOO get away with charging such low fees? Image Source: Getty Images. stock index.

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Investors Fee Structure Exchange-Traded Funds Shareholders 242

The Motley Fool

JULY 24, 2023

If you are looking for a simple, effective way to invest in a wide range of sectors, industries, and themes, you might want to consider exchange-traded funds (ETFs). The fund is led by Cathie Wood, a renowned investor who has a knack for spotting emerging trends and opportunities.

Exchange-Traded Funds 245

Exchange-Traded Funds Management Fees Prospects Funds 245

The Motley Fool

JUNE 26, 2024

The exchange-traded fund (ETF) tracks the MSCI U.S. A strong track record The Information Technology ETF has a strong track record with an average annual return of 20.3% That equates to a cumulative return of nearly 535% during that stretch. Returns have been even stronger more recently, with an annual average return of 23.5%

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Exchange-Traded Funds Investing Management Fees Portfolios 246

The Motley Fool

SEPTEMBER 13, 2024

A broad market-tracking index fund gives you a huge shot of instant diversification, and then you can build on that rock-solid base by adding single stocks later. Let me show you why this exchange-traded fund (ETF) can be the perfect starting point for Wall Street's beginners. Index funds are a special case. You want stability?

Investing 237

Investing Exchange-Traded Funds Financial Institutions Stock Market 237

The Motley Fool

JUNE 13, 2024

That's particularly true in the exchange-traded fund (ETF) universe, where many of these pooled investment products are designed to offer niche exposures. Dividend Equity ETF (NYSEMKT: SCHD) , and the Vanguard International High Dividend Yield Index Fund ETF Shares (NASDAQ: VYMI). The management fee is a very low 0.07%.

Exchange-Traded Funds 246

Exchange-Traded Funds Debt Management Fees Assets 246

The Motley Fool

MARCH 17, 2024

The Vanguard S&P 500 ETF (NYSEMKT: VOO) is a top choice for most index fund investors. Its low expense ratio and tight index tracking make it a top choice for anyone looking to match the returns of the S&P 500. Last year, the exchange-traded fund produced a total return of 26.3%. There's a good reason for that.

Exchange-Traded Funds 245

Exchange-Traded Funds Management Fees Debt Funds 245

The Motley Fool

AUGUST 5, 2023

Closed-end funds often generate attractive income. And then there are exchange-traded funds (ETFs). The fund's name reveals quite a bit about the approach it takes to make investors money. The iShares High Yield Corporate Bond Buy-Write Strategy ETF then returns most of the income it generates each month to its own shareholders.

Exchange-Traded Funds 246

Exchange-Traded Funds Management Fees Funds Financial Services 246

The Motley Fool

APRIL 20, 2024

Well, to put it simply, these funds raise capital from ultrahigh-net-worth individuals called accredited investors. A new exchange-traded fund (ETF) called the Destiny Tech100 (NYSE: DXYZ) could represent a unique chance for retail investors to mimic the activity of venture capitalists. What's in the fund?

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The Motley Fool

DECEMBER 11, 2023

The deal will provide Digital Realty with funding to accelerate its development plans while enabling Blackstone to invest more investor capital in one of its highest conviction themes. Teaming up to build more data center capacity Digital Realty is forming a joint venture (JV) with several funds managed by Blackstone.

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Management Fees Finance Financing Capital 246

The Motley Fool

APRIL 21, 2024

The "moderate" case with annual investment returns of 8% lands at a total value of $1.1 In other words, more than two-thirds of your nest egg will be the result of investment returns. These numbers are close to national averages, erring on the conservative side. Unless otherwise noted, I left the remaining default figures untouched.

Exchange-Traded Funds 246

Exchange-Traded Funds Management Fees Accounting Taxes 246

The Motley Fool

SEPTEMBER 21, 2024

You'll mostly see target date funds , mutual funds , and maybe some company stock. On top of that, you'll run up against some fees that could chip away at your returns. And if you're like most people, you probably have little-to-no idea what your 401(k) fees actually look like.

Mutual Funds 245

Mutual Funds Taxes Management Fees Accounting 245

The Motley Fool

AUGUST 12, 2024

High-net-worth investors who are interested typically invest their money through private equity funds. There can also be hefty fees involved. Private equity funds often use a "2 and 20" fee structure -- a 2% management fee and a 20% cut of any profits. Many index funds charge less than 0.1%.

Investing 244

Investing Fee Structure Banks Management Fees 244

The Motley Fool

JANUARY 16, 2024

Let's say you invested $1,000 in an index fund tracking the S&P 500 (SNPINDEX: ^GSPC) index 5 years ago. The SPDR S&P 500 ETF (NYSEMKT: SPY) is one popular option with minimal management fees and a stellar history of reflecting its chosen index. The 10 stocks that made the cut could produce monster returns in the coming years.

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Exchange-Traded Funds Investing Financial Institutions Legal 246

Private Equity Insights

FEBRUARY 23, 2024

Secondaries market giant Coller Capital has launched its Coller Secondaries Private Equity Opportunities Fund (C-SPEF), a tender offer fund aimed at high-net-worth investors. The fund does not charge a performance fee and waives its management fee for the first year.

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The Motley Fool

DECEMBER 27, 2023

Add that to a rising stock price, and dividend payers can produce market-crushing total returns. However, over the long haul, Rexford's stock has walloped Stag's in terms of total returns (share price appreciation and dividends). Dividends are more than just yield -- they are a portion of your total return on investment.

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Assets Management Fees Funds Shareholders 245

The Motley Fool

SEPTEMBER 8, 2024

The stock soared in the wake of a wave of online shopping, but the return of in-person shopping since 2022 has affected investor sentiment. Investors appear to be increasingly interested in exchange-traded funds (ETFs) , or even individual stocks. Franklin does manage some ETFs as well, but that's not the bulk of its business.)

Mutual Funds 245

Mutual Funds Exchange-Traded Funds Prospects Management Fees 245

The Motley Fool

JUNE 20, 2024

A far better option would be to take a broad-based approach via an exchange traded fund (ETF) like the Global X Robotics & Artificial Intelligence ETF. That said, the management fee is a bit high at 0.68%, which, if you want to be cynical, is a function of the sponsor being able to take advantage of the popularity of the AI theme.

Exchange-Traded Funds 242

Exchange-Traded Funds Bidding Management Fees Assets 242

The Motley Fool

MARCH 5, 2024

Exchange-traded funds (ETFs) have become increasingly sophisticated and less expensive. Find pockets of growth no matter where they hide Daniel Foelber (Vanguard Growth ETF ): Vanguard's premier growth fund is a beautifully simple yet effective way to invest in the broader market -- for a mere 0.04% expense ratio. compared to 6.3%

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New York Stock Exchange Exchange-Traded Funds Stock Exchanges Management Fees 246

The Motley Fool

FEBRUARY 9, 2024

Though guessing what'll happen over the next day, week, month, or year offers investors no guarantee, one investment strategy that leans on time as an ally has delivered positive returns, on paper, without fail , for more than a century. This gave researchers 105 separate periods of rolling 20-year total returns data (1919-2023) to analyze.

Investing 246

Investing Exchange-Traded Funds Management Fees Stakes 246

The Motley Fool

JANUARY 28, 2024

NextEra Energy Partners benefited from the increased income earned by new projects added to the portfolio and a reduction in management fees from its parent, NextEra Energy. The company initially used the funds to repay its credit facility. Meanwhile, it won't need to issue more equity to fund its growth until 2027.

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Amortization Depreciation Earnings Before Interest Management Fees 245