Index impacts funds like QQQ and QYLD. Read why NDX ETFs may face unique challenges with rebalancing and Bitcoin exposure.

I've assigned STXG a "hold" rating due to an ETF overlap table to assist you with portfolio construction. Read an investment analysis here.

Strive Asset Management, a financial services firm co-founded by anti-corporate “wokeness” entrepreneur Vivek Ramaswamy, ...

The JPMorgan Nasdaq Equity Premium Income ETF ( JEPQ 0.18%) offers lower-volatility exposure to the Nasdaq-100, and monthly ...

In the third quarter, the fund returned 7.48% compared to a 10.15% return for the Russell 2000 Value Index. Year-to-date ... 50% sequentially and more than 100% over the previous year, driven ...

The SPDR Portfolio Short Term ... along with decent yield. Nearly 100% of SPSB’s holdings are investment grade and its expense ratio is low. The fund offers steady cash flow and moderate capital ...

That said, I’m not 100% convinced ... a global index fund could deliver underwhelming returns. So I think it’s worth taking some steps to diversify a portfolio. High-quality UK dividend ...

On Monday, the tech-heavy index extended its gains ... why should investors consider mutual funds? Reduced transaction costs and diversification of portfolios without the several commission ...

In order to achieve these objectives, the securities normally to be acquired in the Satrix Property Index Fund portfolio shall ... firm's five-year retention rate of 100%. A low cost, with fees ...

His personal finance column appears on the sites of more than 100 regional and ... increasingly attracted to index mutual funds for their low operating expenses, low portfolio turnover, and ...

A portfolio consisting of these index funds would offer diversification ... are low cost and many require as little as $5-$100 to get started. Both options entail opening an account online ...