A value fund is an investment vehicle such as an exchange-traded fund (ETF) or a mutual fund that owns a wide range of value stocks. Value stocks are considered to be stocks that trade at a discount ...

Finance students at Quinnipiac University have increased the value of a student-managed portfolio by a whopping $1.3 million ...

During Q3, the Harbor Large Cap Value Fund (Institutional Class) returned 4.20%, underperforming its benchmark, the Russell ...

Small-cap stocks surged 12.39%, but the Virtus KAR Small-Cap Value Fund returned -1.11%. Click here to read about key ...

Explore Constant Proportion Portfolio Insurance (CPPI), a strategy ensuring capital protection while allowing equity growth.

Small-cap value funds can sometimes be a difficult space for investors to successfully navigate for various reasons. Compared with large-cap funds, small-cap funds pose several challenges, including ...

Learn about Asset Value Per Share, its role in fund valuations, and its impact on investment decisions. Gain insights to compare stock prices against intrinsic values.

Stable value funds are a portfolio of bonds with an insurance guarantee. Over 80% of employer-sponsored 401(k) plans offer stable funds. Stable value funds offer safety for risk-averse savers, but ...

The last few years have brought many ups and downs for investors in large-value stock funds, but a handful of these funds have consistently provided category-beating returns. For most of the last five ...

Capital at risk. The value of your investments can go up and down, and you may get back less than you invest. An investment portfolio is a collection of financial investments or ‘asset classes’ such ...

Rising inflation is costly for consumers and the economy since it raises the prices of goods and services, ultimately lowering the currency’s purchasing power. Besides, it also has an impact on the ...

A Stable Value Fund is a conservative investment haven that protects against market volatility with its portfolio of insured bonds. It’s the financial equivalent of a sturdy shelter, shielding ...