Bad Timing Drained Returns for Thematic Fund Investors: Morningstar
By Dinah Wisenberg BrinThe largest return shortfalls occurred in highly targeted funds that "posted eye-catching performance," said the reseach firm.
August 21, 2023
Grantham's GMO Files for Its First ETFUnlike index-tracking products, the new fund would be actively managed by a GMO team, according to the prospectus.
August 16, 2023
15 Most-Ditched ETFs of 2023Several factors can prompt a turnaround — sometimes a quick one — in sentiment toward an ETF.
June 01, 2023
This ETF Is Crushing the S&P 500 With AI BetsThe $127 million exchange-traded fund has rallied more than 16% so far in 2023, Bloomberg data shows.
May 26, 2023
Cathie Wood's ARKK Dumped Nvidia Stock Before $560B SurgeNvidia "has been very good to her. She was into the stock before it was cool," said ETF analyst Eric Balchunas of Bloomberg Intelligence.
May 12, 2023
S&P 500 Owes Entire 2023 Gain to AI Frenzy: StrategistTo trade "AI hype," investors should buy defensive-growth stocks held in top AI ETFs, a strategist wrote.
March 08, 2023
Fund of Women-Run Firms Is Beating the S&P 500The Hypatia Women CEO ETF invests in companies with a female chief executive officer. So far, that strategy is paying off.
March 02, 2023
Love Jim Cramer's Stock Picks or Hate Them, There's Now an ETF for YouThe funds were created by the manager behind an ETF that wagers against Cathie Wood's flagship ARK strategy.