Latest
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Primecap Odyssey Growth Has a Rough Year
mutual funds The fund trailed the S&P by a wide margin, but over the long haul Primecap's managers have not disappointed shareholders.
mutual funds -
New Leadership at One of Our Funds
Kip 25 Vanguard recently announced that longtime manager Michael Reckmeyer will retire in June.
Kip 25 -
Goldman Sachs’ GTEK: Cutting-Edge Tech
Becoming an Investor Goldman Sachs Future Tech Leaders Equity ETF amassed $260 million in its first three months.
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Time for Small Companies to Shine
Becoming an Investor The environment is right for investing in small companies. These five managers divide and conquer the small-cap market.
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New Ways to Invest in Bitcoin
Becoming an Investor ProShares Bitcoin Strategy and other ETFs offer an easier way to gain bitcoin exposure than buying the actual cryptocurrency.
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Mutual Fund Capital Gains Taxes Could Be a Handful
mutual funds Investors in actively managed mutual funds could be facing significant capital gains distributions in 2021 ... and thus capital gains taxes.
mutual funds -
TIAA-CREF Real Estate Securities Rides High on a Hot Market
Markets This fund currently favors single family home rentals and data centers.
Markets -
DF Dent Midcap Growth Should Rebound
Becoming an Investor The fund favors high-quality, growing companies, but in late 2020, investors started favoring low-quality firms at bargain prices.
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Invesco S&P 500 Equal Weight Financials Rides the Recovery
Kip ETF 20 Some of the fund's best-performing stocks over the past year were regional banks with market values below $30 billion.
Kip ETF 20
