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Historical performance (annual over 5 years): 10.2%. Expense ratio: 0.49%. ... The fund tracks the performance of the S&P® Emerging Markets Dividend Opportunities index. The fund gives exposure ...
The Morningstar Rating for Funds is a rating system for investment funds operated by Morningstar.The Star Rating, debuted in 1985, a year after Morningstar was founded. The 1- to 5-star system, "looks at a fund's risk-adjusted return based on its performance over three, five and 10 years and on its volatility.
The Fidelity Magellan Fund (Mutual fund: FMAGX) is a U.S.-domiciled mutual fund from the Fidelity family of funds. [1] It is perhaps the world's best-known actively managed mutual fund, known particularly for its record-setting growth under the management of Peter Lynch from 1977 to 1990. [ 2 ]
Returns of SPY by fiscal year per SEC EDGAR filings. Effective September 30, 1997, the end of the trust's fiscal year changed from December 31 to September 30. The 5-Year and 10-Year Average (Avg) Annual Return results are in the table below include reinvestment of distributions (typically dividends) from the trust.
This ETF attempts to track the performance of the MSCI US IMI Financials 25/50 Index, which consists of U.S. financial stocks. ... and the combined weight of all holdings of over 5% can't exceed ...
But over the past five years, Realty Income's per-share funds from operations have grown at an annualized pace of over 5%. O Revenue (Quarterly) Chart O Revenue (Quarterly) data by YCharts
The Standard and Poor's 500, or simply the S&P 500, [5] is a stock market index tracking the stock performance of 500 of the largest companies listed on stock exchanges in the United States. It is one of the most commonly followed equity indices and includes approximately 80% of the total market capitalization of U.S. public companies, with an ...
The fund held about 1,200 bonds as of August 2024 with a weighted average maturity of about four years. Yield: 5.84 ... for mutual funds. Since not all mutual funds are offered at all brokers, it ...