Tag: Mutual Funds

Bonds vs. Bond Funds: How Higher Rates Are Changing the Calculation
World

Bonds vs. Bond Funds: How Higher Rates Are Changing the Calculation

The new era of higher interest rates has reignited a long-smoldering Wall Street debate: Is it better for ordinary investors to buy individual bonds outright? Or shares of bond mutual funds?During the yearslong period of near-zero interest rates, the answer seemed simple: Funds had low fees and were easy to buy and sell, and share values rose alongside bond prices. If any one bond defaulted, losses were minimal. Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Where Is the Stock Market Headed? Big Money Pros Weigh In.
Money

Where Is the Stock Market Headed? Big Money Pros Weigh In.

This year has posed an unusual array of challenges for investors, and more could be in store. The major stock market indexes are still up in 2023, powered by a narrow slice of technology stocks, but have been losing ground rapidly. Bond yields have risen sharply, topping 5% on some government debt. The economic outlook is uncertain, the U.S. government has been in turmoil, and wars and conflict are spreading across the globe.This year has posed an unusual array of challenges for investors, and more could be in store. The major stock market indexes are still up in 2023, powered by a narrow slice of technology stocks, but have been losing ground rapidly. Bond yields have risen sharply, topping 5% on some government debt. The economic outlook is uncertain, the U.S. government has been in tur...
Quant Tax Plan To Mirae Asset Tax Saver Fund: Top 5 ELSS Mutual Funds
Business

Quant Tax Plan To Mirae Asset Tax Saver Fund: Top 5 ELSS Mutual Funds

Curated By: Business DeskLast Updated: October 20, 2023, 19:27 ISTBank of India Tax Advantage Fund has given 23.86% annualised return to investors in the last three years.The Quant Tax Plan Fund Direct Growth plan has given 36.34% annualised returns to investors in the last three years.Equity Linked Saving Scheme (ELSS) funds are equity mutual funds that allow investors to save tax. Investments in these funds are eligible for tax deduction under section 80C. A major advantage of investing in these funds is that they offer higher return compared to traditional savings instruments.Here are top 5 ELSS funds that have given substantial returns to investors. The 5-year average return of these funds has been around 17 to 26 percent and the 3-year average return has been 25 to 36 percent.Here a...
7 Best Money Market Funds to Buy for Safety | Investing
Money

7 Best Money Market Funds to Buy for Safety | Investing

"Cash is king," or so the saying goes. When markets crash, it is cash and cash-like assets that investors flee toward. While the most paranoid of savers may stash cash under their mattresses, the majority will hold them in federally insured options, such as high-yield savings accounts and certificates of deposit, or CDs.In a brokerage account, investors can keep their cash safe while earning a competitive yield by investing in money market funds. "Money market funds invest in very liquid, short-term securities with the objective of preserving your capital, while also providing income at prevailing market rates," says Nafis Smith, principal and head of taxable money markets at Vanguard.Compared to CDs, money market funds provide much greater flexibility. "What's wonderful about these funds...