A few are just a bit smarter than the average.
New T shares would feature a uniform 2.5% front-end load and a 0.25% trailing 12-b(1) fee.
Biotech, healthcare, banks and energy look to benefit.
Riding out the short term for the longer-term upside.
Value, currency and momentum favor the category.
The company, which manages money through Calamos Investments, reached an agreement to be acquired by two executives for $8.25 a share in cash.
Experiencing poor performance of late, the investment serves as a useful hedge against stock, bond downturns.
The funds seek to capitalize on the growing popularity of environmental, social and corporate governance investing, and help diversify in an increasingly competitive TDF market.
To tame their animal spirits, call them before they call you.
A long-held stock market selling rule may not apply this time around.
The longer the time period, the less likely they are to outperform.
Plus: Bank stocks and the election, how the DOL rule could hit adviser pay, and seven 'stupid' ETFs
And, just maybe, the economy isn't that bad.
Long durations, low credit quality spell trouble.
Over the last several years, TDFs have crafted new strategies and engaged in a marketing bonanza to stand out from the competition.
Oppenheimer has about $3.5 billion in Puerto Rican debt spread across 19 funds, according to Morningstar.
<i>Breakfast with Benjamin</i> Plan to default on $1 billion worth of general obligation bonds has markets on alert.
Regulator said fund company misled investors about the performance of its actively managed Total Return ETF.
Small-cap value funds have soared 21.37% this year, vs. 2.66% for large-company growth funds, one of the largest disparities between U.S. diversified stock funds in recent memory.
