Charles Boccadoro

1 week ago | mutualfundobserver.com | David Snowball |Charles Bolin |Charles Boccadoro

By David Snowball On March 26, 2025, T Rowe Price launched T Rowe Price Capital Appreciation Premium Income ETF (TCAL), the latest addition to its capital appreciation suite of funds and ETFs. The fund is managed by a six-person team with David Giroux in the lead. It posts an expense ratio of 0.34%. The fund’s unique niche within the Capital Appreciation suite is its focus on “regular” income payouts. It will normally invest in equities with a covered call options strategy overlay.

1 week ago | mutualfundobserver.com | David Snowball |Charles Bolin |Charles Boccadoro

By David Snowball Dear friends,Welcome to May, traditionally, the month in which to sell in!These first few weeks of May are an odd time on campus. My seniors are scrambling for jobs (or antidepressants), the juniors are teeing up internships, and the youngsters are … well, mostly wondering what just happened to them? It’s a time of year that brings out the best, and the worst, and the oddest of them.

Jan 5, 2025 | mutualfundobserver.com | David Snowball |Charles Boccadoro |Charles Bolin

By David Snowball UpdatesThe ETF end of the investment industry continues to be shaped by the mutual fund end. Jeff Benjamin at ETF.com reports “The mutual fund industry is setting new records for ETF conversions in 2024. According to Morningstar, there have been 55 ETF conversions this year through Dec. 17, which compares to 35 last year and 20 in 2022.

Jan 5, 2025 | mutualfundobserver.com | David Snowball |Charles Boccadoro |Charles Bolin

By David Snowball On October 14, 2024, Virtus Investment Partners launched Virtus KAR Mid-Cap ETF (KMID). It targets “U.S. mid-cap companies with durable competitive advantages, excellent management, lower financial risk, and strong growth trajectories” selling at “attractive” valuations. The fund is managed by Jon Christensen and Craig Stone who also manage the five-star, $2.9 billion Virtus KAR Mid-Cap Core Fund. The ETF, like its sibling, will hold 25-35 stocks with a low annual turnover.

Jan 5, 2025 | mutualfundobserver.com | David Snowball |Charles Boccadoro |Charles Bolin

By David Snowball There’s a famous New Yorker cartoon that we don’t have permission to reproduce. It shows a cheerful executive speaking from a lectern in a conference room. And so, while the end-of-the-world scenario will be rife with unimaginable horrors, we believe that the pre-end period will be filled with unprecedented opportunities for profit!Welcome to the case for infrastructure investing in a world where the global climate has been allowed to become increasingly hostile to human life.