DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Christopher Grigat - 1 Bryan Armour - 1 Charlie Fitzgerald III - 1 Moisand Fitzgerald Tamayo - 1 Armour - 1 It's - 1 Morningstar - 1 Fitzgerald - 1
Top related locs:
Orlando , Florida U.S 5Ys
Top related orgs:
North America - 1 Mutual - 1 Taxpayers - 1 CNBC - 1 Bank of America - 1 Beta Fund - 1 alts - 1 of America - 1

Search resuls for: "Beta Fund"


3 mentions found


☆ Here's when exchange-traded funds really flex their ‘tax magic’ for investors
  + stars: | 2024-10-22 | by ( Greg Iacurci | ) www.cnbc.com   time to read: +4 min
Christopher Grigat | Moment | Getty ImagesInvestors can generally reduce their tax losses in a portfolio by using exchange-traded funds over mutual funds, experts said. "You'll have tax efficiency that a standard mutual fund is not going to be able to achieve, hands down," he said. The same concept applies within a mutual fund: Mutual fund managers generate capital gains when they sell holdings within the fund. Large-cap and small-cap "core" stocks also "benefit considerably," with about 85% to 90% of their returns coming from capital gains, Armour said. However, there are instances in which passively managed funds can trade often, too, such as with so-called strategic beta funds, Armour said.
Persons: Christopher Grigat, Bryan Armour, Charlie Fitzgerald III, Moisand Fitzgerald Tamayo, Armour, It's, Morningstar, Fitzgerald, Bonds Organizations: North America, Mutual, Taxpayers, CNBC Locations: Orlando , Florida, U.S
☆ Here’s where advisors are hunting for yield and portfolio diversification, Bank of America finds
  + stars: | 2023-06-23 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +2 min
Investors' demand for alternative investments is cooling, but financial advisors anticipate adding these assets over the long term to boost diversification, a Bank of America survey of financial advisors found. Last week, the firm conducted its quarterly survey of financial advisors and received responses from 159 individuals. In the world of income, just under half of advisors are rotating client deposits into higher-yielding money market funds, while about 34% are raising cash and liquidity due to market uncertainty, Bank of America found. Indeed, retail money market fund assets grew to $1.99 trillion during the week ended June 21, according to the Investment Company Institute . Bank of America predicts that when volatility normalizes, advisors will reduce the amount of cash they're squirreling away for clients, but they will continue to sort into higher-yielding liquid products – like these money market funds.
Persons: Craig Siegenthaler, Siegenthaler, — CNBC's Michael Bloom Organizations: Bank of America, Beta Fund, alts, of America, Investment Company Institute Locations: 5Ys
☆ Alternative funds went gangbusters in 2022. How to find out if they’re right for you
  + stars: | 2022-12-20 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +4 min
Even the most diversified portfolios took their lumps in 2022, but one corner of the market is ending the year with a bang: liquid alternative funds. Major winners in the liquid alts space include the AQR Managed Futures Strategy HV Fund (QMHIX) , which popped 36% in 2022. The Arrow Managed Futures Strategy Fund (MFTFX) jumped 21%, while the AGFiQ U.S. Market Neutral Anti-Beta Fund (BTAL) leapt 18% this year. Other alternative funds aim to manage downside risk with options, but also provide an opportunity for appreciation. Consider how the Arrow Managed Futures Strategy Fund is up 21% in 2022, but was basically flat last year.
0 next >>
Total: 3