We have pulled funds that are the most popular amongst Money users over the past day.
Read More : Who Is A Taurus’ Soulmate? The Top 6 Zodiac Matches For The Bul
This list has performed 5.29% over the past year. By comparison, The Philippine Stock Exchange PSEi Index is -1.68% over the same period. The beta of this list, which is a measure of volatility, is Moderately Low at 0.92. List Beta is calculated using an equally weighted average beta of the securities within this list.
List performance is calculated using an equal-weight methodology. This list is generated by scanning the web and using our algorithms to surface potentially relevant securities to the topic. The list is intended to be educational and includes securities that may be suitable for a watchlist. It is not intended for investment or trading purposes. Microsoft does not recommend using the data and information provided as the basis for making any investment decision.
Allspring Emerging Growth Fund;Inst
WEMIX. The Fund seeks long-term capital appreciation. The Fund seeks to achieve this by investing at least 80% of the Fund’s total assets in equity securities of small-capitalization companies. Small-capitalization companies are defined as those with market capitalizations of $3 billion or less.
Allspring Emerging Growth Fund;Inst. is -5.49% over the past month and -8.95% over the past year, underperforming the The Philippine Stock Exchange PSEi Index by -1.58% over the past month and -7.27% over the past year.
Read More : 2 Bargain Stocks You Can Buy Today and Hold Forever
Cambiar Opportunity Fund;Investor
CAMOX. The Fund seeks to provide capital growth and preservation by investing primarily in common stock. The Fund seeks to provide above-average performance in both rising and falling market periods by investing in stocks that have limited downside risk with positive upside potential.
Cambiar Opportunity Fund;Investor. is -2.45% over the past month and +9.18% over the past year, outperforming the The Philippine Stock Exchange PSEi Index by +1.46% over the past month and +10.86% over the past year.
Aquila Narragansett Tax-Free Income Fund;A
NITFX. The Fund seeks a high level of current income exempt from Rhode Island state and regular Federal income taxes as is consistent with preservation of capital. At least 80% of the Fund’s net assets will be invested in municipal obligations that pay interest exempt, in the opinion of bond counsel, from Rhode Island state.
Read More : 5 Stages Of Grief During Divorce That Are More Than Just Sadness
Aquila Narragansett Tax-Free Income Fund;A. is -1.98% over the past month and +1.14% over the past year, outperforming the The Philippine Stock Exchange PSEi Index by +1.94% over the past month and +2.82% over the past year.
Vanguard Total Stock Market Index Fund;Admiral
VTSAX. The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.
Vanguard Total Stock Market Index Fund;Admiral. is -3.78% over the past month and +8.68% over the past year, outperforming the The Philippine Stock Exchange PSEi Index by +0.14% over the past month and +10.36% over the past year.
JPMorgan SmartRetirement 2030 Fund;R5
JSMIX. The Fund seeks high total return with a shift to current income and some capital appreciation over time as the Fund approaches and passes the target retirement date. The Fund is a “fund-of-funds” that invests its assets in a combination of equity, fixed income and short-term mutual funds.
Read More : Who Is A Taurus’ Soulmate? The Top 6 Zodiac Matches For The Bul
JPMorgan SmartRetirement 2030 Fund;R5. is -2.39% over the past month and +8.97% over the past year, outperforming the The Philippine Stock Exchange PSEi Index by +1.53% over the past month and +10.65% over the past year.
