Energy is one sector where the experts just can't seem to get it right. That's a trend my colleague Brett Owens has been watching for a long time. In a March article , he warned that too many investors were bullish on oil, and the hedge fund "experts.
The Voya Corporate Leaders Trust Fund (LEXCX) was established on November 18th, 1935, in the midst of the Great Depression. The rationale behind the establishment of this mutual fund was ... as Procter & Gamble (PG); energy companies like Exxon Mobil.
The fact that Vanguard Natural Resources needed to use its grace period does not bode well for the company's future, especially given what happened to other oil and gas producers that employed a similar tactic. This spring upstream MLPs Breitburn.
The increased "professionalization" of the industry has fueled the growth of low-fee passive funds over actively managed offerings, according to McNabb. If he's correct -- and the numbers seem to back him up -- then the thinning of the active.
Bigger is frequently better when income investing in energy, but not always. Many investors learned this lesson painfully. Energy master limited partnerships (MLPs) were the darlings ... outstripping some mutual fund & ETFs by 1,000.
He should know. His early career days at Wellington involved work trying—and failing—to beat the market. The creator of the first index mutual fund more than 30 years ago, and founder of Vanguard , a mutual fund and ETF giant with some $4 trillion in.
As we'll see in a moment, the best fund is up over 50%, which crushes just about every unleveraged ETF and mutual fund out there. Plus, that ... The iShares Dow Jones US Healthcare ETF (IYH) is down 4% for 2016; Vanguard's Health Care ETF (VHT) is down.
Breber Pierre R - SEC.gov SEC.gov.
Cisco Systems, Inc. (CSCO) Zacks.com.
So the primary difference is that, instead of investing in real estate, MLPs invest primarily in energy (oil and gas) assets. Now let's take a look at some of the best energy sector mutual funds: Vanguard Energy (VGENX): This equity energy fund from.
It comes as no surprise that Vanguard , the second-largest U.S. ETF issuer, has played a leading role in the so-called fee war. Vanguard has announced large fee reductions on both ETFs and mutual funds in an effort to drive more investors to its platform.
To protect shareholders from some of the transparency risks, CFRA thinks Vanguard could launch a quantitative active equity approach, similar in style to the mutual fund Vanguard Strategic Equity Income Fund (VSEQX). For this existing fund, Vanguard's  .
“Clients of Merrill have access to all of the firm’s stock research, which is pretty extensive and covers hundreds of big-name stocks along with smaller companies and MLPs and REITs ... “load up” on all Vanguard mutual funds and ETFs without.