Distribution Season Is Back—With Some Nasty Surprises in Store November 9, 2022 Adviser Fund Update commodities, distributions, mutual funds, small-cap stocks The markets have been anything but nice this year, but it’s mutual fund investors who might end up with a lump of coal in their stockings come December: Year-end fund distributions are set to begin in a few weeks, and many funds have realized capital gains despite the ongoing bear markets … Read Morekeyboard_arrow_right
Distribution Season Is Back—Dates You Need to Know November 10, 2021 Adviser Fund Update distributions, mutual funds, small-cap stocks Distribution Season Is Back—Dates You Need to Know The end of the year brings a blur of activities and festivities—call it the Hallowgivemas season—but there’s at least one annual rite that investors should take the time to mark with due respect: Annual mutual fund distributions. Most mutual funds pay out any … Read Morekeyboard_arrow_right
Chart of the Week: Small-Caps Catch Up November 8, 2021 Economy and the Markets chartoftheweek, Jeff DeMaso, small-cap stocks The S&P 500 Index’s largest drawdown this year has been just over 5%, and it took the large-cap flagship only about a month to recoup that loss and start reaching new record highs. Small caps? Different story. The S&P SmallCap 600 index peaked on June 8, then fell 10%—hitting correction territory. It … Read Morekeyboard_arrow_right