Looking for broad exposure to the Large Cap Growth segment of the US equity market? You should consider the Fidelity Nasdaq Composite Index ETF (ONEQ), a passively managed exchange traded fund ...

They owe their origin to a graphical representation of a fund’s equity-style box. In addition to diversification ... the MSCI U.S. Small + Mid Cap 2200 Index while maintaining a risk profile ...

Investors looking for exposure to both value and growth stocks while seeking returns at a lower level of risk may consider large-cap blend mutual funds ... of their equity-style box.

On Jan. 31, 2025, Walter Scully became the third named portfolio manager on Putnam Core Equity, joining Jerry ... blend area of the Morningstar Style Box. The fund moves around in the large ...

Disciplined options overlay strategy: The fund writes (sells short) out-of-the-money (above the current price) call options on the Nasdaq-100 index. By writing options, the fund generates premium ...

Take the action in equity exchange-traded funds two weeks ago. Amid more whipsaw action in stocks that has typified 2025 ...

These funds owe their origin to a graphical representation of a fund's equity-style box. Fidelity Advisor Mortgage ... to companies in the Russell Midcap Index or the S&P MidCap 400).

On Jan. 31, 2025, Walter Scully became the third named portfolio manager on Putnam Core Equity, joining Jerry ... blend area of the Morningstar Style Box. The fund moves around in the large ...