The Motley Fool
SEPTEMBER 22, 2024
Your plan's best-performing fund option might be the simplest one Your 401(k) plan will most likely be administered by a mutual fund company, and more often than not, it will limit your investment options to its proprietary funds. Over the prior 10 years, 87% of these mutual funds trailed the index.
The Motley Fool
AUGUST 20, 2024
Mutual funds and exchange-traded funds (ETFs) will buy and sell stocks right after each rebalancing announcement, keeping their investment portfolios equally fresh -- with no extra effort required by the funds' shareholders. Data source: Investment calculator from NerdWallet.com. 20 $48,000 $128,278 167.2%
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The Motley Fool
FEBRUARY 6, 2024
Just take a look at the table below to see how different your account balance would be depending on the fees you pay if you invested $10,000 over a 20-year period and earned a 10% average annual return. Fee Return on investment 0.25% $64,279 1.0% $56,041 1.5% $51,124 2.5% $42,484 Data source: Author's calculations.
The Motley Fool
MAY 22, 2024
Let's look at what makes money market funds so special, and how you can use this type of account to earn higher return on investment (ROI) on your cash. What are money market funds and how do they work? Money market funds are not bank accounts -- they are a type of mutual fund, offered by brokerages and investment firms.
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. The ETF's return closely follows the returns of the index (less the management fees the ETF changes).
The Motley Fool
MAY 15, 2024
Speaking to this fact, the fund family has grown to around $7.5 trillion in assets under management across its mutual fund and exchange-traded fund (ETF) offerings. Among its 3,717 stock holdings, Microsoft (NASDAQ: MSFT) , its largest position, accounts for 6.12% of the fund's portfolio. over the past five years.
The Motley Fool
MAY 13, 2024
If you want to retire at age 65 or age 67 (your full Social Security retirement age, if you were born in 1974), your retirement is getting closer -- but it's still far enough away that you can still afford to take some short-term risks and invest aggressively in the stock market to maximize your pre-retirement return on investment (ROI).
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