|Expense Ratio (net)||0.52%|
|Last Cap Gain||0.00|
|Morningstar Risk Rating||High|
|Beta (3Y Monthly)||1.07|
|5y Average Return||N/A|
|Average for Category||N/A|
|Inception Date||Jan 4, 1965|
Whether you're seeking a single-fund option or using the building-block approach, here are some of our analysts' best ideas.
This article was originally published in the January 2019 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor by visiting the website. Buy the Unloved is a contrarian investment strategy that has done well over 25 years, but it's getting an update in 2019.
"If a statue is ever erected to honor the person who has done the most for American investors, the hands down choice should be Jack Bogle." - Warren Buffett
For mutual fund investors at or near retirement, fund fees take on added importance. With so many low-cost mutual funds available, it rarely makes sense for investors, particularly retirees to pay up and embrace erosive fund fees and expenses.
Harley-Davidson Inc. ( HOG), or Harley as it is commonly known, is a motorcycle manufacturer headquartered in Milwaukee, Wisconsin. Harley was founded in 1903 by William S. Harley and brothers Walter and Arthur Davidson.
Discover FedEx's five largest mutual fund investors, why these fund portfolio managers choose FedEx, and whether you should add it to your own portfolio.
Due in large part to the competitive threat from index funds and exchange-traded funds (ETFs), fees across the fund universe, including actively managed mutual funds, are declining.
Volatility has returned to the stock market, and that's when a seasoned fund manager can really earn his or her keep. Whether it's rising interest rates, trade-war fears or geopolitical instability, a professional investor who's seen both good times and bad is usually a wiser steward of capital. That's why Kiplinger prefers mutual funds with solid long-term records - and managers with tenures to match. Also, we prefer funds with below-average volatility for their category, and we keep a close eye on a fund's size because a gargantuan asset base makes managing a fund difficult. And, of course, low operating costs are crucial for our funds - all actively managed - to overcome the biggest advantage of index funds: microscopic expense ratios. When it comes to investing through volatile markets, these 12 stock funds culled from the list of our favorite low-fee mutual funds all make the grade. SEE ALSO: The 25 Best Low-Fee Mutual Funds You Can Buy
The Goldman Sachs Group Inc. (NYSE: GS), had full-year 2017 revenues of $32 billion and pre-tax earnings of $11.13 billion. The company ended the year with $1.49 trillion in assets under management with net inflows of $42 billion. In early March 2018, it was reported that co-president and COO of Goldman, Harvey Schwartz, planned to retire in April. The Vanguard Total Stock Market Index Fund ("VTSMX") is the mutual fund that holds the largest amount of Goldman Sachs stock, at 8.44 million shares or 2.24% of the company.