Since its beginning almost 30 years ago the ETF industry sees a new trend or product emerge every few years. From sector funds to commodity funds to fixed income funds to active funds to thematic ...
Bond ETFs have been popular for some time, but the rise of active ETFs and stronger mutual fund flows have driven an excellent year for the broader taxable-bond cohort. It raked in $351 billion over ...
What you're seeing is the return of the average large-growth fund since Dec. 1, 2009 (expressed as the growth of $10,000). That's the orange line, jutting ever higher. The average large-growth ...
Equity mutual funds have offered up to 11% gains in the month of November with sectoral and thematic funds leading the return chart. There were 581 funds in the said time period, of which 359 gave ...
Discover essential metrics like alpha, beta, and Sharpe ratio for evaluating mutual fund risk-return tradeoffs. Learn how to assess potential returns and risks effectively.
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According to the fund's website, the goal is for the fund to outperform the S&P 500. The site says, "The fund’s quantitative investment approach results in risk and sector profiles that are similar to ...