The Mid Cap Value Fund lost 1.92% in the fourth quarter, trailing the Russell Midcap Value Index, which was up 1.42%. Read ...
The Value Plus Strategy was down 0.10% in the fourth quarter, compared with the 3.26% gain for the Russell 2000® Value Index.
Value investing rewards patience, but not all value strategies are equal. Some use passive index replication, while others ...
We believe Copart (CPRT) stock could represent a solid value investment. Currently, it is trading below the average valuation ...
The Vanguard Value Index Fund ETF offers exposure to hundreds of quality stocks. At the same time, its fees are minimal with an expense ratio of just 0.04%. Its above-average yield of 2.2% also makes ...
Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” third-quarter 2025 investor ...
Portfolio return measures the gain or loss of an investment portfolio over time. Learn how it influences investment ...
Reaching 72 with $900,000 in tax-deferred retirement accounts means navigating required minimum distributions (RMDs) while ...
The investment seeks long-term capital appreciation and its secondary objective is income. The fund seeks to achieve its objectives by investing primarily in a diversified portfolio of common stocks ...
Money market funds are a low-risk option for conservative investors.
Your portfolio might not be as diversified as you think. The US market has been dominated by a group of mega-cap tech stocks known as the Magnificent Seven. These giants have delivered strong returns, ...