Mutual funds are an important option for meeting your retirement goals or other financial objectives. Choosing the ones that are right for you is the tough part, as about 7,500 are available. ; The ninth annual IBD Best Mutual Funds Awards can help you figure out which funds to buy or sell. We looked at all the mutual funds with at least a 10-year track record. ; Each award-winning fund had to outperform its benchmark for the past one, three, five and 10 years, showing its ability to outperform in both the short term and long haul. ; Among funds at least 10 years old, that's a feat only 16% of eligible funds can claim.
Significance of Total Return Some of the best dividend stocks have low growth potential and produce small capital gains. Basing an investment’s return on capital gains alone does not take...
Fund Category, # Beating benchmark all four periods, Funds 10 years old, Winners % of universe ; U.S. diversified stock funds, 14, 1,306, 1% ; Growth funds*, 7, 474, 1% ; Blend funds*, 7, 433, 2%
The best total market index funds by popularity include the Vanguard Total Stock Market Index... 1 Total net assets: $1.6 trillion One year return: 25.61% as of June 20, 2024 Expense ratio...
Dividend Yield · 3.39% ; Annual Dividend · $0.54 ; Annualized 3-Year Dividend Growth · 7.01% ; Next Dividend Payment · Oct. 31
Previous Close : 275.72, Open : 276.72, Bid : --, Ask : --, Day's Range : 275.08 - 278.52, 52 Week Range : 202.44 - 279.21, Volume : 2,016,016, Avg. Volume : 2,746,887, Net Assets : 1.68T, NAV : 278.37, PE Ratio (TTM) : 26.18, Yield : 1.34%, YTD Daily Total Return : 18.18%, Beta (5Y Monthly) : 1.01, Expense Ratio (net) : 0.03%
Mutual Fund, Symbol, 1-year total return, 3-year average total return ; Benchmark: S&P 500, , -18.11%, 7.66% ; Kinetics Small Cap Opportunities, KSCOX, 31.96, 26.6 ; Oberweis Micro-Cap, OBMCX, -10.61, 21.22
KEY STATS ; 52 Week High · 8.89 ; 52 Week High Date · 09/13/24 ; 52 Week Low · 7.94 ; 52 Week Low Date · 10/19/23 ; Dividend Yield · 3.95 ; Net Assets · 708.2 ; Deferred Load % · - ; Port Turnover % · 469 ; Min Initial Invest · 1M ; Min Sub Invest · - ; Expense Ratio % · 0.76 ; Front End Load % · - ; YTD % Change · 3.92 ; 1 Year % Change · 8.25
SRH Total Return Fund (NYSE:STEW) Sees Unusually-High Trading Volume ; Allspring Global Investments Holdings LLC Trims Stock Holdings in SRH Total Return Fund, Inc. (NYSE:STEW) ; SRH Total Return Fund (NYSE:STEW) Sets New 52-Week High at $15.73 ; SRH Total Return Fund (NYSE:STEW) Hits New 12-Month High at $15.55
Key facts ; CUSIP : 922042742, Management style : Index, Asset class : International/Global Stock, Category : World Stock, Inception date : 06/24/2008, Fund Number : 3141