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Wall Street Declared Active Funds Dead. Nobody Told the Growth Fund of America, AGTHX
Quick Read AGTHX owns $6 billion in private AI stakes like Anthropic and OpenAI, unavailable to index funds, and returned 87% over three years vs. SPY's 72%. The A share load of up to 5.75% can cost retail buyers thousands upfront, making…
Wall Street Declared Active Funds Dead. Nobody Told the Growth Fund of America, AGTHX
Quick Read AGTHX beat the index over three and ten years by pairing megacap tech giants with nearly $6 billion in private AI stakes. SPY beat AGTHX year-to-date, but 401(k) investors access the same portfolio via GAFFX without paying the 5…
3 Large-Cap Growth Mutual Funds to Grab as Inflation Cools in June
Inflation cooled sharply in June, bringing major relief to consumers as well as the Federal Reserve. The consumer price index (CPI), the government's primary measure of price changes for goods and services across the economy, posted its st…
SpaceX Is Entering Your Retirement Account in 3 Waves. Here's the Timeline.
Key Points SpaceX exposure has evolved from private funds to direct stock ownership, giving everyday retirement investors unprecedented access. New 401(k) rules could expand private-market investing, but higher fees and limited liquidity d…
It’s possible to get in on SpaceX (SPAX.PVT) before its initial public offering (IPO), but there are risks, trade-offs, and heavy fees. The upcoming SpaceX IPO could happen as early as this June, with a potentially massive 30% retail alloc…
It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance. How can you tell a good mutual fund from a bad one?…
Buy 3 Large-Cap Growth Funds on Solid Rebound in Consumer Confidence
Consumers have been increasingly concerned about a tightening job market, but overall optimism toward the economy’s health remains intact. Several consumers believe that conditions will improve and that the broader economy is on track for…
Berkshire Hathaway Will Lose Its Biggest Mutual-Fund Fan With Danoff’s Retirement
The mutual-fund industry will lose its biggest fan of Berkshire Hathaway with the retirement of Fidelity Contrafund manager Will Danoff at the end of 2026 after 35 years at its helm. Danoff’s $176 billion fund probably was the single large…
3 Mutual Funds to Grab on S&P 500's Continued Rally
Wall Street’s rally gained momentum on Tuesday, with the S&P 500 and the Nasdaq both closing at fresh record highs after new data showed inflation rose less than expected. The S&P 500, in particular, has had an impressive run this year. Af…
[Headquarters of SpaceX in Hawthorne, California] Sven Piper/iStock Editorial via Getty Images SpaceX (SPACE [https://seekingalpha.com/symbol/SPACE]) is expected to create a lot of excitement in the space industry as it works towards its g…
Invest in these funds for the long haul. While it's tempting to watch the day-to-day gyrations on Wall Street, most investors should take a much longer view of their portfolio. After all, even if you're at or near retirement, you have to k…
The 100 Most Popular Mutual Funds for 401(k) Retirement Savings
There's no denying the importance and popularity of 401(k)s for retirement savers. Americans have $6.3 trillion invested in these tax-deferred workplace savings accounts, according to the Investment Company Institute, and there are more th…