Learn From This Fund Manager's Bold Admission
Richard Toh is someone for whom 2025 couldn’t come soon enough. Toh is CIO at the Singapore-based hedge-fund firm Kenrich Partners. Let’s just say, 2024 was a disastrous year. Not for him, of course — he’s a hedge fund manager and earns hefty fees regardless of how well or badly he performs. But it was certainly […]
How the Largest US ETFs Performed in 2024
Each month, we check how the largest US stock, bond, and active exchange-traded funds have performed. The Morningstar US Market Index fell 2.94% during December and is up 24.09% over the past year. The Morningstar US Core Bond Index fell 1.59% last month and is up 1.36% over the past year. In the global markets, […]
How the Largest Bond Funds Did in 2024
For the most widely held bond funds in 2024, taking on riskier bonds was a winning strategy. Meanwhile, funds focused on longer-term, interest-rate-sensitive securities got hammered. The $172 billion PIMCO Income Fund PIMIX performed best of any of the largest active or index bond funds with its 5.4% return in 2024. PIMCO Income is the […]
Sagar Shinde, a mutual fund expert, advises aggressive investors to allocate 70-80% of their portfolio to equities, following a 60:20:20 strategy with large-cap, mid-cap, and small-cap stocks. For short-term goals, 90-100% should be in debt instruments, while for long-term goals, a balanced approach between equities and debt is recommended. The strategy focuses on high growth while managing risk.
With the beginning of the new year 2025, experts believe that the categories likely to gain focus this year include dynamic bond and gilt funds in debt, equity-oriented hybrid funds, multi-asset allocation funds, while gold and silver funds are expected to attract interest as safe havens.“In 2025, mutual fund categories likely to gain focus include […]
Mutual Funds: Top 5 fund categories to invest for best returns in 2025
In 2024, Indian equity markets faced significant volatility due to global economic uncertainties and geopolitical tensions, yet the Indian economy showed resilience fueled by strong domestic consumption, infrastructure spending, and supportive policies. This bolstered investor confidence and emphasised the need for portfolio diversification to manage risks effectively. The year witnessed a growing shift towards passive […]
The fund will start using a new proprietary index once it is converted into an ETF, according to the filing © Getty Images
Stay informed with free updates Simply sign up to the Exchange traded funds myFT Digest — delivered directly to your inbox. Latest news on ETFs Visit our ETF Hub to find out more and to explore our in-depth data and comparison tools Fidelity Investments will become the first asset manager to convert an index mutual […]
Prediction: The 2 Best Vanguard Index Funds of 2024 Will Beat the S&P 500 Again in 2025
Vanguard founder John Bogle was an outspoken advocate of passive investing. In 1976, under his leadership, the company introduced the industry’s first index fund for individual investors. Vanguard has since become one of the world’s largest asset managers, and has built a reputation for offering a wide selection of low-cost investment options. The two Vanguard […]
The S&P 500 has gained about 10.5% on average annually since it was introduced in 1957.
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Paid non-client promotion: Affiliate links for the products on this page are from partners that compensate us (see our advertiser disclosure with our list of partners for more details). However, our opinions are our own. See how we rate investing products to write unbiased product reviews. The S&P 500 has gained about 10.5% annually since […]
2 Index ETFs to Buy With $500 and Hold Forever
Investing in stocks can be complicated. From earnings, to cash flow, to balance sheets, there are a lot of numbers and financial jargon when it comes to researching stocks. And that’s only half of it. Investors also need to determine whether a company’s products and services will continue to grow, and what competitive threats may […]
Investment Guru Peter Lynch: ‘If You Invest Only in an Index, You’ll Never Beat It. Brushing Up on Stock-Picking Skills Is Wise' - Amazon.com (NASDAQ:AMZN)
Esteemed investor Peter Lynch, celebrated for his extraordinary 13-year tenure managing the Fidelity Magellan fund has shared his investment insights and views on the evolving stock market landscape. What Happened: Lynch, whose impressive 29% annualized return from 1977 to 1990 still stands, discussed his investment tactics and the transformation of the stock market. He stressed the significance of investing in […]
