Morningstar's evaluation of this fund's process aims to determine the likelihood that it will outperform its Morningstar Category index on a risk-adjusted basis over the long term. The most important ...

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 ...

VYM's recent outperformance overlooks SCHD's superior long-term total returns, dividend metrics, and risk-adjusted returns. Interest-rate sensitivity, performance during downturns, and Yield on Cost ...

The historical capture ratios (Exhibit 2) show that the S&P 500 Revenue-Weighted Index has typically participated one-for-one in up markets, 1 while delivering significant outperformance during down ...

Jonathan Dash is founder of Dash Investments. As CIO, he is responsible for the firm's Investment Management and Asset Allocation decisions. From bull market to bull market over the past 10 years, ...

We are constantly reminded that funds' past performance is no guarantee of future performance. But if we can’t evaluate past performance, what are we supposed to look at to make reasonable and ...

Over the long term, stocks are a winning proposition. The world is loaded with a variety of investments—you can buy anything from shoes to wine to land, and years down the road, someone might want to ...

When Uber, the immensely popular and ubiquitous ride-hailing company, struggled to attract and retain enough drivers to support surging customer demand, the company turned to a tried-and-true tactic: ...

Gray Media (GTN) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

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