Davenport Balanced Fund generated 1.42% total return in Q4 2025, which compared to 60/40 Russell 1000 Value Index/Bloomberg Intermediate Index’s 2.76% return over same time frame.
9hon MSN
Kelly Evans: Dow 10.8 million
We've all heard the stories. $100 invested in shares of P&G in 1932 would now be worth over $1 million! But if that's true, why is the Dow, which started in 1896, only at a level of 50,000, which it ...
The Wasatch Micro Cap Value Fund—Investor Class lagged the benchmark and finished the quarter with a return of 0.11%. Read ...
Two investors start with the same salaries and choose the same investments. But 20 years later, one has a far bigger balance ...
TRREB’s 2026 Market Outlook and Year in Review report forecasts more choice and affordability for GTA buyers amid elevated ...
Earlier this week, the Budget 2026 spelled out a series of initiatives to deepen the corporate bond market. Finance minister ...
Treasury officials said the introduction of TRS could mark a shift in how investors access corporate credit, allowing them to ...
The proposal indicates the RBI’s aim to enhance the corporate bond market and gradually decrease the economy’s dependence on ...
Senior living outperformed all other National Council of Real Estate Investment Fiduciaries property types last year, with a 10.6% total return that was more than double the Expanded NCREIF Property ...
The Funds Portfolio also enjoyed a robust start to the year, gaining 6.8 per cent in January, compared with the 1 per cent ...
A trio of low-cost exchange-traded funds (ETFs) account for three of the 10 most-held securities by Robinhood's retail ...
The elevated concentration of stocks in passive large cap ETFs is forcing advisors to look elsewhere to increase diversification and limit volatility.
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