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Top related persons:
Bryan Armour - 3 Armour - 3 Morningstar - 2 Morningstar's Armour - 2 Michael McClary - 1 McClary - 1 Michael Iachini - 1 Charles Schwab - 1
Top related locs:
GraniteShares North America Meta Royal Caribbean Capital
Top related orgs:
North America - 2 SEC - 2 Getty - 1 Exchange - 1 Morningstar - 1 Valmark Financial - 1 Investors - 1 Trust - 1

Search resuls for: "Morningstar's Armour"


3 mentions found


☆ 4 top reasons why exchange-traded fund growth has ballooned
  + stars: | 2024-10-01 | by ( Greg Iacurci | Christopher J. Day | Founder Of Days Global Advisors | ) www.cnbc.com   time to read: +7 min
On a more micro level, many ETF investors can sidestep the fund-level capital gains taxes incurred by many investors who own mutual fund shares, experts said. However, mutual fund managers can also generate capital-gains taxes within a fund itself when they buy and sell securities. Costs are lowThe first ETF was an index fund: the SPDR S&P 500 ETF Trust (SPY ). Index funds, also known as passively managed funds, track a market index like the S&P 500 . Investors have equated ETFs with index funds since their inception, even though there are also index mutual funds, experts said.
Persons: Michael McClary, Bryan Armour, Armour, McClary, Morningstar, Michael Iachini, Charles Schwab, Morningstar's, they're, Michael M Organizations: Getty, Exchange, Morningstar, Valmark Financial, Investors, North America, Trust, Financial, Retail, McKinsey, SEC, Securities, Exchange Commission, Stock, New York Stock Exchange, Santiago
☆ ETFs that bet solely on Nvidia are booming even in a sleepy summer for Wall Street
  + stars: | 2024-08-28 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +6 min
The T-Rex 2X Long Nvidia Daily ETF (NVDX) and Direxion Daily NVDA Bull 2X Shares (NVDU) have also attracted inflows this month and now have more than $1 billion in assets combined. Entering Wednesday, Nvidia was up 159% for the year, and the three leveraged long ETFs had all delivered higher returns. Inverse Nvidia funds also exist, though they have been less popular than their leveraged long counterparts so far. The advent of the single stock funds has come at the same time as the rising demand for short-term options . All three long Nvidia funds have annual expense ratios above 1%.
Persons: Will Rhind, NVDU, there's, Bryan Armour, Scott Acheychek, I've, Acheychek, Rhind, Ed Egilinsky, Egilinsky, Morningstar's Armour, Armour Organizations: Nvidia, North America, Rex Financial Locations: GraniteShares
☆ This is the top performing dividend fund this year, according to Morningstar. Here's its 'secret sauce'
  + stars: | 2023-08-25 | by ( Michelle Fox | ) www.cnbc.com   time to read: +3 min
The Capital Group Dividend Value ETF has a "secret sauce" that led it to outperform its peers this year, according to Morningstar. The fund, ticker CGDV, is the top performing dividend fund so far this year, said Bryan Armour, Morningstar's director of passive strategies research for North America. However, the fund also invests in some non-dividend paying companies, which helped give it a boost this year. CGDV, Capital Group's largest exchange traded fund, is one of the first six ETFs the firm launched in February 2022. "Investors appreciate its non-traditional value strategy focusing on above average income while also generating long-term capital appreciation through an emphasis on companies trading below their intrinsic value," Gerber said.
Persons: Morningstar, Bryan Armour, Armour, Jacob Gerber, Gerber, Morningstar's Armour Organizations: Capital, North, SEC, Royal, Meta, Capital Group, industrials Locations: North America, Meta, Royal Caribbean, Capital
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