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Among over 1,900 US equity mutual funds and ETFs tracked by Morningstar, 19% beat the S&P 500, which had a 25% return, and only 37% beat their category index in 2024.
Specifically, analysts expect S&P 500 companies in aggregate to report revenue growth of 5.8% and earnings growth of 14.8% in 2025. Comparatively, Wall Street anticipates that communications ...
Data source: Morningstar.com, as of Jan. 3, 2025. I included a basic S&P 500 index fund as well, at the bottom, so you can compare. An S&P 500 index fund is also a dividend fund, to some degree ...
Savvy investors know that dividends are powerful wealth builders -- and not, as many assume, sleepy, safe stocks for your grandparents to own. For one thing, the stocks themselves are likely to ...
From 2011 to 2020, large value funds underperformed large growth funds by more than 5 percentage points each year, according to Morningstar. In 2020, the gap was an astounding 32.2 percent.
Fund Name Assets (millions of USD) 1 SPDR S&P 500 ETF $ 260,765.80 2 Vanguard 500 Idx Adm $ 256,872.60 3 Vanguard TSM Idx Adm $ 209,796.70 4 Fidelity 500 Index Fund $ 179,000.00 5 iShares:Core S&P 500 $ 159,711.30 6 Vanguard TSM Idx Inst+ $ 152,993.40 7 Vanguard Tot I S Inv $ 135,697.90 8 Vanguard TSM Idx Inv $ 133,038.00 9
One of the best -- and easiest ... Below are seven dividend-focused ETFs to consider, plus a simple S&P 500 index fund for comparison purposes ... Morningstar.com, as of Oct. 15, 2024.
Ideally, look for mutual funds that have a track record of producing positive returns. While not a guarantee of a fund’s future performance, the track record is a helpful metric.
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