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Top related persons:
Morningstar - 3 Lan Anh Tran - 3 Tran - 3 It's - 2 Morningstar's Tran - 2 Russell - 2 JEPI - 1 Rohan Reddy - 1
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BlackRock Calvert
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Nasdaq - 2 JPMorgan - 2 Morningstar - 2 Strategas Securities - 1 Capital Management - 1 Equity - 1 PGIM - 1 Allianz - 1

Search resuls for: "Lan Anh Tran"


3 mentions found


☆ This strategy can offer double-digit yields — at a cost
  + stars: | 2024-07-12 | by ( Michelle Fox | ) www.cnbc.com   time to read: +7 min
With tantalizing yields that can reach 10% or more, covered-call exchange-traded funds have become a popular investment. The result is income for investors, based on the option's premium, in return for capped upside if the option is exercised. The derivative income Morningstar category, dominated by covered-call ETFs, saw inflows of $24.3 billion over the past year, as of June. The largest actively-managed, covered-call ETF is the JPMorgan Equity Premium Income ETF , which has a 6.88% 30-day yield and an adjusted expense ratio of 0.35%. Investors should also be aware of the strategy being used by the fund managers, which will affect the upside potential and call premium.
Persons: Morningstar, Lan Anh Tran, Tran, JEPI, Rohan Reddy, Reddy, QYLD, XYLD, Rick Wedell, It's, Wedell, X's Reddy, erferring, Morningstar's Tran Organizations: Nasdaq, JPMorgan
☆ These ETFs promise investors downside protection — at a cost
  + stars: | 2024-05-08 | by ( Michelle Fox | ) www.cnbc.com   time to read: +7 min
Investors looking for protection against market downside are turning toward buffer exchange-traded funds, also known as defined-outcome ETFs. Buffer ETFs have exploded in popularity in recent years, although they are still a small slice over the overall industry. How buffer ETFs work Managers use a set of equity options when building a fund. Recently, Calamos announced a new product line of 12 ETFs that offers 100% downside protection. The first in the line, Calamos S & P 500 Structured Alt Protection ETF (CPSM) , began trading May 1.
Persons: Lan Anh Tran, Morningstar, Tran, Todd Sohn, Strategas, Sohn, Calamos, Russell, Matt Kaufman, Kaufman, Morningstar's Tran, HELO 1Y, It's Organizations: Morningstar, Strategas Securities, Capital Management, Equity, PGIM, Allianz, BlackRock, Treasury, Trust, JPMorgan Hedged Equity, JPMorgan Locations: BlackRock
☆ This outperforming fund offers a socially responsibility way to invest in growth
  + stars: | 2023-08-30 | by ( Alex Harring | ) www.cnbc.com   time to read: +5 min
A Calvert fund is giving investors a sustainable way to play this year's technology rebound. The firm's U.S. Large Cap Growth Responsibility Index (CGJAX) is up 27% this year, rallying in near harmony with growth stocks. 'Consistent approach' Fitting of any growth fund, a handful of large tech names are among the biggest holdings as of June 30, per Morningstar. "This fund still offers a broadly diversified option for investors looking for a balance between ESG and growth stocks," Tran wrote when rating the fund at the end of last year. The fund also benefits from having a more data-driven approach to picking stocks, Huang wrote.
Persons: Calvert, Russell, Morningstar, —, Jade Huang, Huang, Lan Anh Tran, Tran Organizations: Apple, Microsoft, Nvidia, Facebook, Tesla, Nasdaq, Morningstar, Russell, Federal Reserve Locations: Calvert
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