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Category: MUTUAL FUNDS
Global Momentum Guide for February 20, 2024 – Mutual Fund Investor Guide
The Mutual Fund Investor Guide is completely independent of, and not affiliated with any investment firms…
Market Perspective for February 18, 2024 – Mutual Fund Investor Guide
The past week was a significant one for traders as several economic data points were released…
Index fund tracking error screener Feb 2024
This index fund screener is based on tracking error and returns difference wrt benchmarks (aka tracking…
Should I avoid portfolio overlap between mutual funds used for different goals?
A reader has multiple questions on goal-based investing, and we address them inline below. “I am…
How have the Factor Indices performed since launch?
Over the past few years, NiftyIndices and S&P have launched various factor indices (Value, Momentum, Low…
Briefly Noted . . .
By TheShadow Updates Vanguard is introducing new and enhanced intergenerational wealth and legacy planning capabilities through…
Devesh, “My friends think I’m (a little) crazy” 2023 portfolio review
By Devesh Shah In this article, I would like to talk about how I am allocating…
Touchdowns and Turnovers: MFO’s All-Star Picks for the Best US Equity Funds of 2023
By David Snowball Touchdowns and Turnovers: MFO’s All-Star Picks for the Best US Equity Funds of…