Euclidean Fundamental Value ETF stands out as the top-rated Large Cap Value fund, with over 73% of assets in ...
None of the fund styles earn a rating better than Neutral. See Figure 1 for my rankings on all twelve investment styles. My style ratings are based on the aggregation of my fund ratings for every ETF ...
By Suzanne McGee (Reuters) -The U.S. Securities and Exchange Commission cleared the way for Dimensional Fund Advisors to ...
Mutual funds of all kinds are finding it tough to maintain their highest rankings for long, according to the Standard & Poor’s semi-annual scorecard of mutual fund performance. S&P found that over ...
Mutual funds make it easier to get exposure to the stock market without being a pro. Fund managers allocates investors’ capital into dozens, hundreds or even thousands of positions, depending on the ...
NEW YORK — Wanted: M. fund w/ top 25 percent rank. Given the scads of mutual funds out there, investors might be tempted to turn to the want ads rather than sort through heaps of funds in hopes of ...
The investment seeks capital appreciation and income consistent with its current asset allocation; after 2035, it seeks income and secondarily capital growth. The fund seeks to achieve its objective ...
The investment seeks total return, from both appreciation of value and generation of current income, within the context of preservation of capital. The fund invests primarily in a portfolio of (i) ...