Articles

  • 1 month ago | investors.com | Anne Stanley

    Benchmark: Bloomberg US Agg Bond 1.25% -2.41% -0.33% 1.35% North Square Preferred and Income Secs I ORDNX 14.81 4.66 10.39 10.85 Preferred Stock 0.97% Franklin Convertible Securities A* FISCX 15.81 2.34 10.98 10.78 Convertibles 0.82 Virtus Convertible Inst ANNPX 14.12 0.21 10.55 9.95 Convertibles 0.71 Columbia Convertible Securities A PACIX 9.51 -0.50 8.64 8.72 Convertibles 1.09 Lord Abbett Convertible I LCFYX 13.91 -2.12 9.29 8.60 Convertibles 0.89 Fidelity Convertible Securities FCVSX 13.91...

  • 1 month ago | investors.com | Anne Stanley

    If you're evaluating mutual funds for your investment portfolio or retirement account, this list highlights the best municipal bond funds to consider now, based on each fund outperforming the Bloomberg Municipal Bond Index over the past one-, three-, five- and 10-year periods. Shaded cells in the table below indicate the five best-of-the-best funds based on 10-year performance.

  • 1 month ago | investors.com | Anne Stanley

    Benchmark:MSCI EAFE3.82%1.65%4.73%5.20%Morgan Stanley Inst Global Opp IMGGIX27.433.7011.6914.79Global Large-Stock Growth0.90%First Trust WCM Focused Global Gr InstWCMGX31.034.7813.0113.40Global Large-Stock Growth1.05T.

  • 1 month ago | investors.com | Anne Stanley

    If you're evaluating mutual funds for your investment portfolio or retirement account, this list highlights the best international bond funds to consider now, based on each fund outperforming the Bloomberg Global Aggregate Bond Index over the past one-, three-, five- and 10-year periods. This signifies outperformance in both the short term and long haul. Shaded cells in the table below indicate the five best bond funds based on 10-year performance.

  • 1 month ago | investors.com | Anne Stanley

    If you're evaluating mutual funds for your investment portfolio or retirement account, this list highlights the best midcap stock fund to consider now, based on the fund having outperformed the S&P 500 over the past one-, three-, five- and 10-year periods. Of 248 midcap stock funds at least 10 years old, only two of them won an award. None of the rest outperformed the S&P 500 in all four time periods.

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