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. These Vanguard funds are potent wealth creators 1.

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The Motley Fool

NOVEMBER 21, 2024

The index fund is most heavily invested in electricity distributors (62%) and companies that provide multiple utility services (25%), though it also includes water and gas utilities, and independent power producers. For shareholders, the silver lining to long-running underperformance has been below-average volatility.

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The Motley Fool

JANUARY 23, 2025

The index fund is primarily invested in electric utilities (61%) and companies that provide multiple utilities (25%), though it also offers exposure to water and gas utilities and independent power producers. The average expense ratio across all index funds and mutual funds was 0.36% in 2023, according to Morningstar.

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The Motley Fool

JUNE 28, 2024

Well, if you own shares of an S&P 500 index fund, such as the Vanguard S&P 500 ETF (NYSEMKT: VOO) , the SPDR S&P 500 ETF (NYSEMKT: SPY) , or the Vanguard 500 Index Investor (NASDAQMUTFUND: VFINX) , you're a (small) co-owner of Nvidia. Note that ETFs are exchange-traded funds , mutual-fund-like securities that trade like stocks.)

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The Motley Fool

MAY 11, 2024

In many ways, Berkshire Hathaway is more like a mutual fund than a traditional company. Using that $182 billion unwisely could do a great deal of damage to shareholders and to Wall Street's perception of Berkshire Hathaway's stock. That's largely because of Warren Buffett's influence on the company.

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The Motley Fool

AUGUST 20, 2024

Investing in the stock market can be as simple as buying an index fund , adding a little bit of money every month, and watching your nest egg grow. Every month, this hypothetical investor puts $200 into a fund tracking the S&P 500 index. It's managed by the venerable Vanguard fund family. CAGR in the past.

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Mutual Funds Exchange-Traded Funds Funds Return On Investment 237

The Motley Fool

OCTOBER 30, 2024

Hence, shareholders who bought this AI stock for anything other than a speculative play should get out now. Most signs pointed to Supermicro's growth story being plausible, and I am one of the shareholders who believed it. Some of these funds can even match or beat market averages.

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The Motley Fool

FEBRUARY 6, 2024

Solid growth and higher shareholder returns In the fourth quarter, Meta grew revenue by a strong 25% to $40.1 And that could very well keep longtime shareholders who might otherwise think of selling at these levels holding on to the stock for the longer term. billion, handily beating expectations, while earnings per share of $5.33

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The Motley Fool

APRIL 10, 2025

But the massive scale of Berkshire's portfolio makes it more like a mutual fund than a traditional corporation. Until that point, however, Berkshire Hathaway's cash will still provide a comfy financial backstop that should help shareholders sleep well at night. data by YCharts.

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The Motley Fool

OCTOBER 19, 2024

The chain's annual cash flow has risen to $12 billion, meaning it can easily fund its growth initiatives while leaving plenty of excess cash for shareholders. The company accounts for a huge proportion of the wider market's earnings, which makes it a big part of many index and mutual funds.

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The Motley Fool

JUNE 27, 2024

Rather, the stock-split stock I've more than quadrupled my stake in over the last two months is the only high-profile business to notify its shareholders of a coming reverse split. Some mutual funds and institutional investors simply won't purchase stocks with a share price below $5 because they're deemed too risky.

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Stakes Mutual Funds Stock Exchanges Shareholders 244

The Motley Fool

JULY 13, 2023

They're similar to mutual funds, which contain multiple stocks and other assets. The major benefit of REITs Although REITs trade on the stock exchange like other types of funds, one major thing separates them: REITs are required by law to distribute at least 90% of their taxable income to shareholders as dividends.

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Mutual Funds Exchange-Traded Funds Stock Exchanges Financing 242

The Motley Fool

DECEMBER 1, 2023

10 of next year to shareholders of record as of Dec. It's been four years since Disney shareholders received some cheese from the House of Mouse. If Disney is comfortable returning money to its shareholders at a time when it's trying to score $7.5 a share for the second half of its fiscal year that ended in September.

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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 Vanguard 500 Index Fund (NYSEMKT: VOO) , or VOO, is one of the best ETFs for this purpose.

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Mutual Funds Exchange-Traded Funds Hedge Funds Stakes 246

The Motley Fool

SEPTEMBER 29, 2024

Yes, times have changed There was a time when mutual funds' and brokerage firms' marketing materials touted how there'd never been a 10-year period since The Great Depression that the market had lost ground. After all, it could take an entire generation's worth of time for a stock to fully and fairly reward shareholders.

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The Motley Fool

OCTOBER 20, 2024

Many potential shareholders might have too much of an aversion to risk buying individual stocks. Fortunately, such investors can turn to exchange-traded funds (ETF), which invest in a basket of stocks matching certain criteria and are managed by professionals. of the fund, while Microsoft rounds out the top three, consisting of 7.8%

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The Motley Fool

FEBRUARY 22, 2024

Instead, he has consistently told investors to buy an S&P 500 index fund. "I I recommend the S&P 500 index fund, and have for a long, long time to people. And I've never recommended Berkshire to anybody," Buffett said at Berkshire's annual shareholder meeting in 2021. for every $1,000 invested in the fund.

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Funds Mutual Funds Shareholders Returns 189

The Motley Fool

APRIL 21, 2024

June 3 -- Shareholders voted to approve the split. July 19 -- Shareholders of record on June 21 received three additional shares of stock for every one share they held on the record date. A Dow index membership would mean that mutual funds and exchange-traded funds (ETFs) designed to track the Dow would have to buy shares of Nvidia.

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The Motley Fool

DECEMBER 14, 2024

How does being added to the Nasdaq-100 benefit Palantir and its shareholders? A Nasdaq-100 index membership means mutual funds , exchange-traded funds (ETFs) , and other financial products based on this index will have to buy shares of Palantir.

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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. Interval funds are illiquid. They're called "interval" funds for a reason. Where to invest $1,000 right now?

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The Motley Fool

MAY 4, 2024

For starters, that's more like a mutual fund model than a typical REIT model, given that there are no operating assets involved. It's pretty openly telling shareholders what they should be focusing on: total return. The Motley Fool has positions in and recommends Vanguard Specialized Funds-Vanguard Real Estate ETF.

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The Motley Fool

DECEMBER 19, 2023

Famed investor Charlie Munger once told a young attendee at a Berkshire Hathaway shareholder meeting in the 1990s that once you have $100,000 you can "ease off the gas a little bit." The simplest way to invest your money is by using a simple broad-market index fund. So, sticking with an index fund is a good bet for most.

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The Motley Fool

JANUARY 30, 2024

The Fidelity Wise Origin Bitcoin Fund (NYSEMKT: FBTC) followed close behind, reaching the milestone the next day. Importantly, scale can play an important role in driving down costs for shareholders. Additionally, bigger funds may be able to negotiate lower custodial fees for their Bitcoin holdings. (In

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The Motley Fool

MAY 26, 2024

First and foremost, it's an exchange-traded fund (ETF). Rather than achieving the diversity you would by owning a variety of individual companies, with an exchange-traded fund you own a piece of all the stocks held within the ETF with a single trade. Second, it's an index fund. large-cap funds trailed the S&P 500 index.

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The Motley Fool

SEPTEMBER 1, 2023

Buffett created Class B shares to deter fund managers from setting up a mutual fund-like structure that would sell slices of the company in smaller pieces. BNSF shareholders had the choice to receive $100 or a mixture of cash and Berkshire shares, which valued the railroad at $34 billion.

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The Motley Fool

MARCH 17, 2024

What's Warren Buffett's favorite fund manager? He has bought only two exchange-traded funds (ETFs) for Berkshire Hathaway 's portfolio. Vanguard runs the fund with more of Berkshire's money invested. Income investors have several great options within Vanguard's lineup of funds. It's almost certainly Vanguard.

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Mutual Funds Exchange-Traded Funds Investing Funds 246

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. Exchange-traded funds offer a number of advantages, such as instant diversification or concentration with the click of a button. Image source: Getty Images.

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Mutual Funds Exchange-Traded Funds Assets Funds 246

The Motley Fool

AUGUST 25, 2023

Famed mutual fund manager Peter Lynch gets the credit for popularizing "Buy what you know" as a mantra for successful stock picking. They own and operate income-producing properties and are required to pay out at least 90% of their taxable income to shareholders. Simple, right?

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The Motley Fool

MAY 13, 2024

In the end, Berkshire is far more similar to a mutual fund than to a typical company. That's basically what a mutual fund manager does. If the mutual fund analogy makes sense to you, then what you are buying is Buffett's investment approach, and there's really no good or bad time to buy that.

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The Motley Fool

APRIL 18, 2024

Fund managers are highly educated and steeped in market data. With the right steps, individual investors can outperform the majority of active large-cap mutual fund managers over the long run. That's because 88% of active large-cap fund managers have underperformed the S&P 500 index over the last 15 years thru Dec.

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The Motley Fool

JANUARY 31, 2024

Founders and CEOs of big companies often have much of their net worth tied up in company stock, and when the company's market value grows, so does the value of shareholders' holdings. The cohort includes families holding individual shares directly and those owning stocks indirectly through funds, retirement accounts or other managed accounts.

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The Motley Fool

MARCH 1, 2024

An S&P 500 index fund An S&P 500 index fund isn't going to provide market-beating returns, but it will ensure that you don't fall behind the average. Over 90% of actively managed mutual funds fail to outperform the S&P 500 (after accounting for fees) over the long run. There are a lot of great S&P 500 index funds.

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Mutual Funds Exchange-Traded Funds Funds Shareholders 236

The Motley Fool

SEPTEMBER 21, 2024

You can also buy bonds through ETFs or mutual funds. Funds are baskets of securities and can be a more accessible and affordable way to add bonds to your portfolio. For example, a top high-yield savings account is a great home for your emergency fund. You'd get a payment of $100 every six months for 10 years.

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The Motley Fool

AUGUST 17, 2024

Nevertheless, PepsiCo has demonstrated an ability and willingness to bolster its shareholders' net value to a degree Coke simply hasn't. From this perspective, it's not unlike a mutual fund. A more aggressive stock-repurchase program is obviously a key reason PepsiCo's dividend growth has outpaced Coca-Cola's.

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Mutual Funds Conglomerates Shareholders Stakes 246

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. In fact, it's so low that investors might be wondering how this fund even comes close to keeping up with the broad market, let alone growth stocks.

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

The Motley Fool

JANUARY 8, 2024

Before we get started on ways to invest, a word about emergency funds. 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.

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The Motley Fool

JUNE 26, 2023

Tesla shareholders should be thrilled to read this news. One of Tesla's biggest bulls is a mutual fund manager named Ron Baron, who thinks a trillion could be right around the corner. After hitting a peak of over $1.2

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