#active-management tag

2 days ago

Fidelity Built 3 ETFs That Quietly Outpace Their Vanguard Rivals, and Cost Almost Nothing

Passive investing offers low costs and broad diversification, while Fidelity's actively managed ETFs aim for better fundamentals and performance.

Why Growth Investors Are Ditching FELG for the NASDAQ-100's 9.74% Edge

Fidelity Enhanced Large Cap Growth ETF offers active management at a low cost, targeting large-cap growth stocks to outperform the Russell 1000 Growth index.

Venture

This Fidelity Growth ETF Is Quietly Outperforming Just About Everything

Fidelity Fundamental Large Cap Growth ETF outperformed QQQ and VUG over the past year, returning 27% compared to their 25% and 21% respectively.

3 days ago

Why Growth Investors Are Ditching FELG for the NASDAQ-100's 9.74% Edge

Fidelity Enhanced Large Cap Growth ETF offers active management at a low cost, targeting large-cap growth stocks to outperform the Russell 1000 Growth index.

Venture

This Fidelity Growth ETF Is Quietly Outperforming Just About Everything

Fidelity Fundamental Large Cap Growth ETF outperformed QQQ and VUG over the past year, returning 27% compared to their 25% and 21% respectively.

The 'Boring' ETF That Could Beat Your Taxable Bond Fund

Investors in high tax brackets can benefit from the iShares High Yield Muni Active ETF, which offers tax-exempt income through active management.

Amplify's QDVO Turned Magnificent Seven Stocks Into a 10.7% Income Machine

QDVO offers a solution for investors seeking income from large-cap tech stocks with low dividends by using a covered call strategy.

Fidelity's Active Large-Cap Growth ETF FFLG Is Winning the Battle but Losing the War

Active management in large-cap growth struggles with credibility, but Fidelity Fundamental Large Cap Growth ETF shows promising recent performance.

The Bond ETF Playing the Whole Field While Handing Investors Monthly Paychecks

Fidelity Total Bond ETF offers consistent monthly income with a 4.4% yield and an expense ratio of 0.36%.

Beyond JEPI: 2 Next-Gen Income ETFs That Are Quietly Outperforming JPMorgan's Crown Jewel in 2026

JPMorgan Equity Premium Income ETF (JEPI) combines defensive equities with options strategies for income, but competing ETFs using direct options structures have outperformed it in 2026 despite JEPI's 7.56% SEC yield.

Business intelligence

2 months ago

Is Your Advisor "Closet Indexing"? The 2-Minute Audit to See If You're Paying Active Fees for Passive Results

Many actively managed funds engage in closet indexing, charging active management fees while holding portfolios nearly identical to their benchmarks, resulting in underperformance due to higher costs.

2 months ago

Legendary Investor Peter Lynch's Best-Known Investing Quote

Invest in familiar businesses, research their fundamentals, and exercise patience and conviction to benefit from long-term compounding and informational advantages.

3 months ago

Sizing Up Whether The Global Select Equity ETF Is A Buy Right Now

JGLO's 15% gain over the past year stems from heavy concentration in mega-cap technology. The fund places over a quarter of its assets in just six companies-NVIDIA ( NASDAQ:NVDA), Microsoft ( NASDAQ:MSFT), Apple ( NASDAQ:AAPL), Amazon ( NASDAQ:AMZN), Alphabet ( NASDAQ:GOOGL), and Meta. This concentrated approach explains both the fund's recent gains and its vulnerability to tech sector rotation. When Tech Dominance Becomes a Double-Edged Sword The biggest factor shaping JGLO's future is whether mega-cap technology stocks can sustain market leadership or if returns are broadening.

Business intelligence

fromBitcoin Magazine

6 months ago

T. Rowe Price Files With SEC For Active Crypto ETF Fund

T. Rowe Price, one of the largest U.S. asset management firms, has filed with the Securities and Exchange Commission (SEC) to launch a cryptocurrency-focused exchange-traded fund (ETF). The proposed fund, named the T. Rowe Price Active Crypto ETF, aims to outperform the FTSE US Listed Cryptocurrency Index, which tracks the ten largest U.S.-listed cryptocurrencies by market capitalization that meet SEC listing standards. Unlike passive funds, the ETF can overweight or underweight assets relative to the Index

Business

7 months ago

Why I'd Buy GRNY Over the SPY

Tom Lee's GRNY ETF offers an active, large-cap strategy that may deliver alpha and attract retail investors based on his bullish market track record.