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Those that shorted the market suffered “steep losses,” while market-neutral products posted “modest gains.”November 13
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With an average gain of nearly 40%, the following mutual funds and ETFs are narrowly invested in the most attractive segments of the market.November 6
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Funding a Roth account, for example, may not offer upfront tax deductions, but withdrawals are tax-free.November 5
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Despite their high fees and double-digit returns, nearly all have even outperformed themselves so far this year.October 30
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The top 20 nearly doubled their gains over the last year, data show.October 23
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High-deductible plans open the door to tax breaks for high-income investors, an expert says.October 22
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In a little-noticed rule change, mutual funds no longer disclose their shrinking BD commission load-sharing payments.October 16
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“Not every muni is trying to achieve the same thing,” an expert says.October 16
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“The combination of low rates, curbs on state and local tax deductions, and consistent economic expansion have been a nice tailwind,” an analyst says.October 9
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At more than twice the price of the average fund, many with the even biggest gains still underperformed the broader market over the last decade.October 2
