Scott Barbee, head of the peer-beating Aegis Value fund, explains why he’s a fan of small, overlooked companies such as Centerra Gold and Delta Apparel.
Long readScott Barbee, head of the peer-beating Aegis Value fund, explains why he’s a fan of small, overlooked companies such as Centerra Gold and Delta Apparel.
Long readBlackRock and State Street supported twice as many key resolutions as Vanguard, according to Morningstar.
3 minWe searched for all-weather funds based on 2022 and 2023 returns. Here’s what we found.
Long readLast year’s steep losses in stocks and bonds highlighted a divide in the investing strategies that guide funds from Vanguard and T. Rowe Price.
3 minOver the past three years, the $3.8 billion fund has outperformed 98% of its peers, according to Morningstar.
Long readEach has different rules, but many have backdoor entrances. Here’s how to get past the velvet rope at the most coveted.
Long readThe world’s largest closed-end fund, Scottish Mortgage Investment Trust, is now trading at a 23% discount to its net asset value. Top holdings include SpaceX, Moderna, and MercadoLibre.
3 minSmall-cap stocks tend to underperform going into a recession and outperform coming out of one. How to play it.
4 minVanguard S.O.S. launched in April 2022, representing 107 environmental groups, including the Sierra Club in the U.S. and the Sunrise Project in Australia.
3 minClosed-end municipal bond funds could return 20% over the coming 12 months as interest rates stabilize—or possibly decline. Here are a handful to consider buying.
3 minThe funds can be an alternative to dividend-oriented funds for investors who want high current income and are willing to give up some upside on stocks.
Long readThe last time an exchange-traded note closure made headlines was in 2018. The recent wave of bank problems might spell trouble for the niche product.
3 minAfter a decade of subpar returns, foreign stocks are cheap and poised to outpace the U.S. But you need the right funds to navigate the risks.
Long readThe rate on the more than $100 billion of municipal money-market funds can be volatile.
3 minThe rush into the high-yielding funds could end soon, with positive consequences for banks.
2 minBond fund investors risk dilution as the U.S. approaches peak interest rates. The case for laddering.
3 minThe amount of money a fund manager is willing to invest in his or her own fund can be a gauge of confidence in the strategy. Yet many have zero invested in their own funds.
3 minInvestors often park cash in money-market funds after year-end tax-loss harvesting or portfolio rebalancing. But the current rush of inflows likely underscores their worries.
3 minMost investors have terrible timing when it comes to buying and selling mutual funds, and the more volatile the fund is, the worse it is.
3 minThe broadly diversified SPDR S&P Biotech ETF is down more than 50% from its February 2021 peak. Opportunities are now plentiful for sharp fund managers.
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