Active management has become popular again, with more than half of actively managed large-cap mutual funds on track to outperform their benchmarks for the year, according to Goldman Sachs data…
Tag: mutual funds
After 8-Year Hiatus, Primecap Reopens Fund
Following a massive sell-off last month, Primecap reopened their $7 billion Odyssey Aggressive Growth fund to new investors—the first time it’s been available to new buyers since 2014, reports an…
Investors That Oversee $5 Trillion Bet On Avoiding A Recession
Professional investors who are pouring money into bets that the U.S. economy will avoid a recession are taking a big risk, portends an article in Bloomberg. A study from Goldman…
Another Reason to Quit Mutual Funds for America’s Rich
The increase in capital gains tax for wealthy investors proposed by the Biden administration could accelerate the shift away from mutual funds. This according to a recent article in Financial…
A Winning Mid-Cap Fund Using Buffett’s Strategy
A recent Barron’s article profiles fund managers of the Madison Mid Cap fund, which has beaten 95% of its peers in the past three years and 85% in the past…
This Value Fund Likes Walmart Stock
A recent article in Barron’s profiles Pioneer Investments lead manager and value investor Jeff Kripke, who took over the firm’s 92-year-old flagship portfolio (the $6 billion Pioneer Fund) in 2015…
Morningstar Downgrades Buffett-Backed Fund
Morningstar has downgraded the Sequoia fund, a $4.2 billion fund that launched in 1970 with the support of Warren Buffett, from a bronze to a neutral rating, according to an…
Ancient Funds That Are Still Beating the Market
The oldest mutual funds in the U.S. are still performing well, according to a recent article in Barron’s. The funds—some of which survived the 1929 stock market crash—include Central Securities…
How to Figure Out Mutual Fund Dividend Yields
Unlike those of common stocks, dividend yields of mutual funds are difficult to calculate, according to a recent article in Barron’s. For common stock, the calculation requires dividing the annual…
How ETFs Work – And Why All Investors are the Beneficiaries
By Jack Forehand (@practicalquant) — Wall Street has a reputation for enhancing itself at the expense of the individual investor. And that reputation is well deserved. It has been very…