#19: “You Might Be Paying Annual Cap Gains On Your Mutual Fund Even If You Don’t Sell And It’s Down On The Year” – Meb Faber Research
A lot of people don’t realize this, but you could own a mutual fund, have losses on that fund, and...
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Janus Henderson Global Technology And Innovation Fund Q2 2025 Commentary (JAGTX)
This article was written byFollowJanus Henderson Investors exists to help clients achieve their long-term financial goals. Formed in 2017 from...
Allspring High Yield Bond Fund Q2 2025 Commentary (EKHAX)
This article was written byFollowAllspring is a company committed to thoughtful investing, purposeful planning, and the desire to elevate investing...
Franklin Mutual Beacon Fund Q2 2025 Commentary
This article was written byFollowFranklin Resources, Inc. is a global investment management organization with subsidiaries operating as Franklin Templeton and...
Fidelity Mid-Cap Stock Fund Q2 2025 Commentary (Mutual Fund:FMCSX)
This article was written byFollowFidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for...
Thrivent Small Cap Stock Fund Q1 2025 Commentary
Jun. 30, 2025 12:02 AM ETThrivent Small Cap Stock Fund Class S (TSCSX)TSCSX, ELF, TROX, WNS, SN, RLI, KNSL, TTMI,...
Impax Core Bond Fund Q1 2025 Commentary
This article was written byFollowFounded in 1998, Impax is a specialist asset manager investing in the opportunities arising from the...
The Gabelli U.S. Treasury Money Market Fund Q1 2025 Commentary (GABXX)
This article was written byFollowGAMCO Investors, Inc. is a well-known diversified asset manager and financial services company. The company's investment...
Lord Abbett Affiliated Fund Q1 2025 Commentary (Mutual Fund:LAFYX)
This article was written byFollowLord Abbett is an independent, privately held, global asset manager and one of the oldest money...
TCW Global Bond Fund Q4 2024 Commentary
This article was written byFollowTCW is a leading global asset management firm with more than five decades of investment experience...
Franklin K2 Alternative Strategies Fund Q4 2024 Commentary
This article was written byFollowFranklin Resources, Inc. is a global investment management organization with subsidiaries operating as Franklin Templeton and...
Invesco Emerging Markets Local Debt Fund Q4 2024 Commentary
This article was written byFollowInvesco is an independent investment management firm dedicated to delivering an investment experience that helps people...
Allspring Ultra Short-Term Income Fund Q4 2024 Commentary (Mutual Fund:SADAX)
This article was written byFollowAllspring is welcoming a new era of investing that pursues both financial returns and positive outcomes....
Fidelity Real Estate Income Fund Q4 2024 Review
This article was written byFollowFidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for...
Baron International Growth Fund Q4 2024 Shareholder Letter (BINIX)
alexsl/iStock via Getty Images Dear International Growth Fund Shareholder: Baron International Growth Fund (MUTF:BINIX, the Fund) declined 5.90% (Institutional Shares)...
