Fidelity is among the largest providers of exchange-traded funds (ETFs) and other products for retail and institutional ...
An income ETF is a publicly traded fund that holds income-producing assets, such as dividend stocks and bonds. These funds aim to reward investors with high distributions and target capital ...
PDI, a closed-end fund managed by PIMCO, offers a robust 13.5% dividend yield and is well-positioned for the coming rate ...
A majority of workers participating in employer-sponsored plans (86%) said they want their employers to offer in-plan ...
The applications of Modern Portfolio Theory and its findings on diversification have led to the proliferation of balanced funds. A common example you're likely familiar with is the "60/40 ...
A REIT-heavy income fund. Our research team assigns Neutral ratings to strategies they’re not confident will outperform a relevant index, or most peers, over a market cycle on a risk-adjusted basis.
Philotimo Focused Growth and Income Fund earns a Below Average Process Pillar rating. The process benefits from the firm's retention rate of the firm's portfolio managers, which is 100% over the ...
These four high-yielding Dividend Aristocrats look like magnificent ideas for passive income investors in 2025.
Target-date funds generally do so by moving out of stocks and into income-producing bonds. American Funds stands out by also directing more money into funds that emphasize equity dividend payers ...
expects that the Fund will normally invest at least 80% of its net assets (plus any borrowings for investment purposes) in debt securities and other income-producing investments anywhere in the ...
The traditional retirement planning approaches no longer cover all expenses in nest egg years. So what can retirees do? Thankfully, there are alternative investments that provide steady, higher-rate ...