In June 2013 , I invested $100,000 in 10 different no - load mutual funds (list enclosed), which are now worth $166,000. My stockbroker wants me to sell those funds and put the money into a “structured investment option” with AXA Equitable Life Insurance Co.
Chrisette Michele performs onstage at the 2013 Soul Train Awards at the Orleans Arena on Friday, Nov. 8, 2013 , in Las Vegas. Photo Credit: ... Those “stones” Michele referred to were flying quickly at the Grammy-winning R&B singer Wednesday, as word.
Take, for instance, DSP BlackRock Micro Cap, one of the best - performing funds over the past three years. The fund's size has ballooned from Rs 374 crore in March 2013 to Rs 5,523 crore today. This surge in inflows, coupled with the sharp uptick in.
San Francisco — In the hard-sell world of mutual funds, the art of pushing ... according to Morningstar. That put the fund in the top 2 percent of its category. Find funds by their type, performance, risk or expenses. For more fund information, search.
Investors pay an average expense ratio of 0.41 percent in 2017, down from 0.52 percent in 2013 ... funds promise good returns and steady income, but do they deliver? Along with cost, fund performance also factors into your decision. Compare index funds to.
However, this question is just as silly as: "Which mutual fund company offers the best mutual ... fixed-income performance. Others are highly rated for their international, or small-cap, or high-yield-bond fund performances. Some are no-load funds while.
The technology sector continues to grow at a rapid pace even with the all of the major markets at or near record levels. But the question arises, is there still room for growth for the remainder of 2017 and beyond? The answer is YES. Technology.
According to data from Morningstar, the technology sector has clearly emerged as the best performer so far this year among all the key mutual fund categories. Following optimism over the Trump-led rally, the sector ... The S&P 500 also posted six.
This prevents domination by a few large companies and allows the growth of smaller firms to actually come through in the fund's performance . The unfortunate thing is that RYVIX looks awful over most major time frames simply because of the huge drop in .
The conservative mutual fund , launched in 1982, is based on the idea of a permanent portfolio put forward by Harry Browne, the late author, investment adviser, and 1996 and 2000 Libertarian presidential candidate. He advocated a portfolio divided.
The Securities and Exchange Commission's rules, which came into force in October, instituted new investor safeguards for money market mutual funds that included special fees and redemption restrictions, as well as a floating net asset value. ... That's.
Given the negative outlook, no-load mutual funds have once again grabbed the spotlight ... The Dow and the S&P 500 posted their best first half performance since 2013, while the Nasdaq recorded its best performance for the period since 2009.
Active share is a measure of how much a fund's holdings deviate from its benchmark index, and funds with the highest active shares tend to have the best performance . Thus, while there's no doubt that, in aggregate, active management underperforms, and .
At Kiplinger, we've been writing about mutual funds since the 1950s, and have been putting together a list of our favorite no - load mutual funds since 2004, drawing on the broad experience of our editors. We believe in holding funds rather than trading.