Our portfolio generated a strong absolute return but trailed the Russell Midcap® Value Index. We are always on the lookout ...

The portfolio trended higher in Q4 and outperformed the ICE BofA 3-Month U.S. Treasury Bill Index for the period and remains ...

While TIPS may not be suitable for all investors or all portions of a portfolio, their current pricing and unique ...

If you're new to investing and don't have a lot of money to get started, don't fret. The best place for new investors to ...

Flows into index bond strategies were predictably solid in 2024, and actively managed funds rounded back into form after a ...

Some of the top global developments include Bitcoin hitting a new all-time high, President Trump beginning his second term ...

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

Beating the S&P 500 is a hard thing to do consistently, especially if you’re paying hefty management fees or expense ratios ...

Vanguard is one of the gold standards when it comes to low-cost exchange-traded fund (ETF) options. Undoubtedly, passive ...

Just 8.2% of large-cap domestic mutual funds outperformed the S&P 500 over the past 20 years. The odds are better over shorter time horizons, but ultimately the index seems to have a clear advantage.

Consider the nearly 3,900 actively managed U.S. equity mutual funds and exchange-traded funds tracked by investment researcher Morningstar. In calendar 2024, just 13.2% of these investments beat the S ...

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