Index-fund investors who didn’t sell into a crashing stock market in March should be pleased, as the S&P 500 has returned 1% in 2020. That’s despite a drop of as much as 30% earlier this year. Active fund managers want to beat the S&P 500 Index SPX, -0.82%, but most can’t do it because it’s
Mutual Funds
In the wake of widespread outrage and protests about racial injustice, many people are looking at their stock portfolio and wondering: what can I do to support racial justice with my dollars? If you are an investor of any type — whether you have a 401(k), IRA, or trading account — there are a few
It’s possible to squeeze more yield out of the cash you are keeping on the sidelines. That’s important, because long gone are the days when you could earn even one percent from a money-market fund. In fact, yields consistently have been below 0.5% for the past decade; nowadays the average national money market fund yield
Wall Street is so full of greed, fraud and ego, a cynic might say it’s no place for any kind of spirituality to find a home. But several religious precepts might actually help investors if they paid them more mind, judging by the long-term returns of Amana Growth Fund AMIGX, +1.76%. The fund avoids companies
Index-fund investors who didn’t sell into a crashing stock market in March should be pleased, as the S&P 500 has returned 1% in 2020. That’s despite a drop of as much as 30% earlier this year. Active fund managers want to beat the S&P 500 Index SPX, -0.46%, but most can’t do it because it’s
A century after winning the right to vote and in the midst of a pandemic, female fund managers are outperforming their male colleagues on Wall Street. That is according to a team of equity strategists at Goldman Sachs, who crunched the numbers in honor of 2020, which marks the 100th anniversary of the 19th amendment’s
Vanguard Wellesley Income Fund celebrated its 50th birthday in July. A mutual fund being in business that long has become about as rare as couples reaching their 50th wedding anniversary, and so the fund’s longevity is noteworthy in its own right. But, by analyzing this mutual fund’s performance, we can draw important investment lessons for
Two proposed rulemakings from the Labor Department in the past eight weeks would largely gut sustainable investing options and strategies in retirement plans. These proposals would reverse the Labor Department’s 2015 and 2016 guidance while ignoring the growing consensus among academics, retirement plan fiduciaries and professional money managers that responsible companies are likely to outperform
Clean-energy stocks and exchange-traded funds are on a tear this year, sharply outperforming the broader market and traditional fossil-fuel investments. The clean-tech ETFs with the most powerful year-to-date rallies include Invesco Solar ETF TAN, -2.89%, up 81% through Thursday; First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN, -2.20%, up 58%; and iShares Global
For the 55 calendar years from 1965 through 2019, Berkshire Hathaway’s stock rose at an 18.6% annualized pace, versus 11.8% for the S&P 500 SPX, -0.46% . (Both returns reflect reinvested dividends.) Warren Buffett can take credit for this, and he appears to be very much in charge of Berkshire. But, given that he just