That kind of gain would turn ETF investors green with envy, because their favorite funds never sport such markdowns. Consider the iShares S&P 500 Value ETF (IVE), which, like BIF, focuses on undervalued large cap stocks. IVE's discount or premium never .
Another reason may be that the best and brightest investment minds have left public mutual funds —whose fees are being ground down by competition from index portfolios—for hedge funds, whose sponsors get paid a percentage of the gains as well as of.
This article tries to answer the question of what might be the highest return you could expect from a mutual fund based on historical data. It looks at what lessons we can learn from a list of the top 100 funds ... relative to the S&P 500 over the past.
So rebounding from or over the 50-day moving average, an area where mutual funds often step in to beef up positions, may be the best option. Apple has been finding resistance at its 50-day line. Retaking that key level in strong volume would offer a.
Its hedge fund clients don't call about Donald Trump's tweetstorms and the stock market or ask what to do when terrorists attack. And there ... This year, the S&P 500 index has hit records on almost four dozen different occasions, with the single.
Also, the index is up 11.4% so far this year. Optimism surrounding Trump's tax overhaul policies has made small-cap growth funds ... on the S&P 500 shell out a median tax rate of 28%. (Read More: Wall Street Finishes Q3 at Record High: Top 5 Gainers.
This year's outperformance is powered largely by growth funds, with the average large-cap growth fund beating the 11.7 percent gain in the benchmark S&P 500 for the year to date by 3 percentage points. Among the most common ... While mutual fund.
It is almost impossible to avoid the technology sector. Then again, avoiding technology has not been a wise move. It is the best -performing group in the S&P 500 this year. As the largest sector by market capitalization in the U.S., it's hard to avoid.
Equity strategists, a group not exactly known for their skepticism, are seeing their best guesses left for dead as the S&P 500 Index piles on gain after ... Equity exchange-traded funds and mutual funds have seen outflows in all but the first three months.
Bank of America is targeting 2,630 for the S&P 500 SPX, +0.18% in the fourth quarter—the index isn't too far off that with a close of 2,510.06 on Thursday, making for a gain of 3.6% in the quarter, with Friday's session still ahead. Their Nasdaq.