A recent analysis identified just 10 funds that have beaten the S&P 500 in total returns from inception to the present, with 7 maintaining outperformance over the past 10 years. This rarity underscores the challenge many funds face in consistently outperforming the market due to factors like management changes. The study also examined risk-adjusted returns, highlighting which funds delivered superior performance with controlled volatility. This insight is valuable for investors seeking funds with proven long-term success beyond typical market returns.
In 2026, alternative ETFs have attracted nearly $30 billion in net new assets as investors seek diversification amid high market concentration and positive equity-to-bond correlations. Strategies like the iShares Systematic Alternatives Active ETF (I...
Global X S&P 500 Covered Call ETF (XYLD) offers monthly income by selling at-the-money calls on the S&P 500, but this strategy limits upside gains. Over the past five years, XYLD returned 45.15%, well below the S&P 500's 73.34% price gain, reflecting...
In a volatile market influenced by the Fed, geopolitical events, and economic uncertainty, high-dividend closed-end funds (CEFs) like Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) and DoubleLine Yield Opportunities Fund (DLY) present attractive opport...
The Columbia Seligman Premium Technology Growth (STK) closed-end fund is trading at its widest discount to net asset value in over ten years, currently 7.9%, driven by recent tech sector volatility and profit-taking. Despite a market pause since mid-...
Risk asset markets are currently supported by strong fiscal flows, including a private sector surplus exceeding $112 billion in June and significant Treasury injections. This fiscal strength is expected to sustain momentum in the S&P 500 through mid-...
