The Value Plus Fund was down 1.79% in the fourth quarter, compared with the 1.06% loss for the Russell 2000® Value Index.
Sometimes, doing less is more, and simpler is also better. That's particularly true when it comes to investing.
Periodic coupon or interest payments from bonds which are debt instruments and regular dividends which are cash payments from stocks and mutual funds can offer investors a steady stream of income.
The Sundaram Dividend Yield Fund Growth has an AUM of 941.28 crores & has delivered CAGR of 19.15% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.26%.
In my view, money market ETFs like MMKT sit squarely between Treasury bill ETFs and ultra-short-term bond ETFs on the ...
The SBI Dividend Yield Fund Regular Growth has an AUM of 9555.94 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.77%.
Investors who like regular dividend payments as part of a decent total return will enjoy shopping from our list of varied, top real estate mutual funds from a range of providers.
Owning mutual funds is a simple long-term investment strategy for growth and income. Here are five funds worth considering ...
The Mid Cap Value portfolio was down 5.50% in the fourth quarter, trailing the Russell Midcap® Value Index, which fell 1.75%.
While Huber focuses on dividend growth, he still targets a ... Most equity assets are housed in mutual funds, and although the firm was slower than some peers to diversify into other vehicles ...
There are plenty of choices in the Large Cap Blend category, but where should you start your research? Well, one fund that might be worth investigating is Vanguard Dividend Appreciation Index Admiral ...
Dividend Index as its benchmark. Best known for being the 800 lb. gorilla of the discount broker field, Charles Schwab in-house products cover a wide range of areas in the ETF and mutual fund arenas.