As the name suggests, the value of a variable annuity can vary over time depending upon the performance of investment assets that you choose, typically a variety of mutual funds and index funds.
A staple in employer-sponsored retirement plans, mutual funds can offer instant diversity for a portfolio. Here's a look at ...
A variable annuity resembles a retirement account ... Kroll Bond Rating Agency (KBRA), Moody’s and S&P Global. A mutual fund is an investment fund that pools money from many investors and ...
The Fund seeks investment results generally corresponding to the price and yield of the Wells Fargo Hybrid and Preferred Securities Floating and Variable Rate Index. The Index tracks the ...
The latest tally shows that 65% of actively managed U.S. large-capitalization mutual funds fell short of the benchmark Standard & Poor’s 500 stock index in 2024. That’s worse than the 60% of funds ...
Quasi-bond ladders can be created with mutual funds or ETFs instead of individual bonds by choosing funds with differing durations.
Investors interested in getting exposure to dividend stocks through a managed product can pick among many dividend exchange-traded funds and mutual funds. These mutual funds and ETFs focus on US ...
Editor’s note: On March 27, Mutual Funds Weekly will publish its final edition. While you will no longer receive Mutual Funds Weekly, you can find coverage of mutual funds and ETFs on Marketwatch.com.