…“negative signal to investors,” Morningstar’s Russ Kinnel told Barron’s, because the lower quality the fund, the less likely a manager is to invest in it themselves. Newer funds in particular…
Search Results for: low-volatility funds
Take These Small Steps To Boost Your Retirement Savings
…too low. According to research conducted with Harvard and Carnegie Mellon Universities, the minimum rate should be 7% in order to maximize the savings in workers’ accounts. And the speed…
Look For The Number 4 in Quarterly Earnings
…to an article in The Wall Street Journal. Unusually low rates of the number 4 in that first digit spot could indicate that a company is propping up its results…
Stocks Can Win When Women Lead
While volatility is still the name of the game, an article in Barron’s highlights six companies helmed by female CEOs that are sailing ahead in rough waters: General Motors. GM…
Morningstar’s Director of Manager Research Shares His Focus
Focusing on high yield funds, Core and Core Plus Bond offerings, as well as active ETFs, the 76-member team that makes up the manager research and ratings team looks for…
Echo Bubbles Resound Through The Market
…investors speculated that interest rates could start to lower sooner rather than later, tech stocks bloomed once again, with big names such as Spotify and Lyft up 40%, Tesla up…
How To Time Buying & Selling Just Right
Research shows that investors tend to have lousy timing when buying or selling mutual funds, performing worse under the pressure of high volatility and doing better with more middle-of-the-road funds,…
In Spite of Losses, ARK Fund Tops $300m in Fees
…off of, and profits from, volatility,” he told FT. And strategies that try to profit off of ARKK’s volatility, such as the triple-leveraged short ARKK ETF launched in late 2021,…
What Investors Need to Know About the Collapse of Silicon Valley Bank with Cullen Roche
…And we couldn’t think of anyone better to talk to than Cullen Roche of Discipline Funds, who is an expert on the internal workings of the monetary and banking systems….
Investors Say They Need $3 Million To Retire
…investors expect to gain retirement funds from investments or contributions wasn’t clear from the responses. Given that a significant portion of retirement savings are invested in index funds like the…