Leveraged loans posted a modest, coupon-driven gain the past three months, but this was good enough to outperform both ...

The fund’s allocations to commercial paper contributed to returns as well. We keep a balance of short-maturity commercial ...

Investors can use their brokerage platform or reputable financial websites like Morningstar ... Exchange Commission. “Mutual Funds and Exchange-Traded Funds (ETFs)—A Guide for Investors.” ...

Management uses the model's output as a guide while ... of underlying funds. The series boasts stellar underlying managers. All but one fund used across the series earns a Morningstar Medalist ...

A long time horizon and patience guide Linehan's decision-making ... (though it has since initiated a dividend). The mutual fund's portfolio usually holds around 100-120 stocks, with about ...

You can invest in multi-firm or index-based age-based investment options (including six target-risk portfolios, 17 individual fund investment portfolios, and mutual funds from Vanguard ...

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Managers of the top-performing, 96-year-old Vanguard Wellington Fund shared how they've crushed their competition in recent ...

Funds with a low downside-capture ratio tend to hold up better during market selloffs, he said, making them good diversifiers. However, Kinnel cautioned, “A low downside-capture ratio doesn’t always ...

Janet Rilling is a senior portfolio manager and head of the plus fixed income team at Allspring Global Investments.

Actively managed funds generally fell short of their passive peers last year, but fixed income was a notable exception.