Under normal circumstances, the advisor invests at least 80% of the fund’s net assets (plus borrowings for investment purposes) in corporate bonds. The fund primarily invests in corporate bonds ...

VanEck Mortgage REIT Income ETF (MORT) offers diversified exposure to U.S. mortgage REITs by tracking the MVIS US Mortgage REITs Index. MORT’s performance is highly sensitive to macro factors—interest ...

The size of the cut matters less than what was left behind and what it says about where diversification stops being worth the ...

According to its website, MOAT tracks the Morningstar Wide Moat Focus Index, which is intended to include "attractively priced companies with sustainable competitive advantages according to ...

U.S. News compares companies to their industry peers based on a variety of company fundamentals, performance metrics and investor preferences to help you find the right stocks for your investing style ...

This was a full exit; FTCS now represents 0% of the fund’s 13F assets. Here are the top holdings after the filing: VTI: $16.1 million (7.2% of AUM) VEA: $7.6 million (3.4% of AUM) QUAL: $7.5 million ...

Quick Read BOIL fell 53% this year but surged nearly 50% in days during a recent natural gas bounce. Golden Pass LNG targets ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. As long as large AI cloud services providers are eager to buy ...

The S&P 500 has made headlines for its performance in recent years, but it's not the only game in town. An S&P 500 ETF may have been your first investing pick, but it shouldn’t be your last. While the ...

The long-term supply-demand picture should be favorable for critical minerals and rare-earth elements, which should help boost stock prices of select companies. Mining stocks are particularly risky ...

A Texas wealth advisory sold 172,332 shares of GPIX for an estimated $8.6 million in the third quarter. The transaction value represented 1.1% of the fund’s 13F reportable assets under management as ...

Bonds: Bond quotes are updated in real-time. Sources: FactSet, Tullett Prebon Currencies: Currency quotes are updated in real-time. Sources: FactSet, Tullett Prebon ...