Columbia Acorn Wins With Patience; McQuaid Began In 1978; Fund stays near the top since 84 by
Post on: 23 Апрель, 2015 No Comment
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Investors seeking steadily rising dividends should pay attention to stocks in the S&P Dividend Aristocrats and S&P High Yield Dividend Aristocrats indexes. Why? Companies that make those lists have consistently raised their payout each year for at least the past two decades. If a company’s.
Most employees who complain about their bosses don’t quit and start their own company. But that’s what Peter Rose and James Wang did in 1981 when they got their freight-forwarding business off the ground. Seattle-based Expeditors International (NASDAQ:EXPD) was one of the earliest logistics.
Stocks opened higher Friday as a light economic calendar and moderate action overseas left Q1 earnings as the leading influence on early trade. The Nasdaq and the Dow Jones industrial average each gained 0.6%; the S&P 500 added 0.5%. Microsoft (MSFT) held a powerful 4% gain, while SanDisk.
Expeditors Int’l (EXPD), an air and freight logistics service provider, fell 2.6% to 47.10 after RBC Capital Markets downgraded it and lowered its price target to $53 from $55.
A management change and a market rally have teamed up to give USAA Growth Fund some new oomph. Last year before revamping its manager lineup on June 4, the now-$992 million portfolio lagged the S&P 500 -1.88% vs. -1.26%. The fund topped its large-cap growth rivals tracked by Morningstar Inc.
The market took it on the chin this week until Thursday’s rally. It was jabbed by concerns that the Federal Reserve is closer to hiking short-term interest rates. Yet people aiming to be successful investors began to sift through the market’s tea leaves to divine how to deploy their money. Step.
The performance of precious metals mutual funds over the past 15 years still stands high above the S&P 500’s. But these holders of gold and other mining stocks have come way off their 2011 highs. In the last decade and a half, the price of gold has dropped 40% from a peak of $1,922 an ounce to.
Charles Schwab (NYSE:SCHW) has launched an automated investment advisory service with all the earmarks of a robo-adviser. But Schwab insists that its new service differs from robo-advisers, which provide automated portfolio management services and minimal contact with human advisers or account.
Core stock mutual funds, which invest in both growth and value stocks, have been value funds’ little sister for much of the past 15 years, trailing in performance. But core funds have caught up, thanks to a surge in their growth components in recent years. The average core mutual fund would have.
After trailing the S&P 500 for three straight quarters, $2.6 billion JPMorgan Mid Cap Growth is outperforming this year. The mutual fund was up 4.58% this year going into Tuesday vs. 3.98% for its midcap peers tracked by Morningstar Inc. and 1.41% for the S&P 500, a proxy for the stock.