Annualized total return gives the yearly return of a fund calculated to demonstrate the rate of return necessary to achieve a ...

Dividend stocks are a favorite among investors, especially Boomers and older Gen X investors, for good reason. They provide a ...

Cornerstone Total Return Fund is downgraded to Hold due to its current 23% premium and potential upcoming rights offering. CRF offers a high 17.6% yield via a managed distribution policy, with ...

With a 0.77 beta, 2.14% SEC yield, and 23.6x P/E, DGRO provides lower volatility, lower tech exposure, and solid ...

Long-term investors on Fidelity's brokerage platform can find value with low-cost index funds and possible outperformance ...

We estimate the average dollar invested in US mutual funds and exchange-traded funds earned 7.0% per year over the decade ended Dec. 31, 2024. That estimate, which is akin to an internal rate of ...

Some asset managers design fund lineups that are explicitly geared toward short-term trading or income generation rather than long-term ownership. In particular, many exchange-traded fund ...

Bond returns cooled in the second quarter, as investors worried about the inflationary impact of tariffs and the growing federal budget deficit. The actively managed Vanguard Short-Term ...

U.S. News compares companies to their industry peers based on a variety of company fundamentals, performance metrics and investor preferences to help you find the right stocks for your investing style ...

Fiscal YTD Cumulative Total Return on NAV is the percentage change in the Fund's NAV from the first day of the fiscal year to this month end, including distributions paid and assuming reinvestment of ...

Top 5 small cap funds with highest return: Here is the list of the top 5 small cap mutual funds, in which the No. 1 fund has ...

Global equity funds captured significant investor interest in 2025, with passive index funds proving particularly popular for ...