Dividend investing and total return investing are often presented as competing philosophies, each with its own set of loyal ...

Now is the time for a total return strategy, says Morgan Stanley strategist Vishal Khanduja, managing director at Morgan Stanley Investment Management, sits down with InvestmentNews anchor Gregg ...

Annualized total return gives the yearly return of a fund calculated to demonstrate the rate of return necessary to achieve a ...

My 4-Factor Dividend Growth Portfolio, launched November 2022, consistently outperforms SCHD, with a 14.74% CAGR over 38 months versus SCHD's 7.28%. The strategy selects 20 stocks annually using free ...

This fund has been a big moneymaker since its inception.

The standard recommendation for investing for retirement is a straightforward one: Invest 10% (or more!) of your annual income, preferably via a tax-deferred account such as a 401(k) plan with an ...

The YieldMax MSTR Option Income Strategy ETF has a huge yield and is focused solely on Strategy Inc.

Index funds can be concentrated in a small number of stocks because of how they are weighted. There are simple ways to lower that risk. Index funds are wonderful tools for investors because they offer ...

Lord Abbett Total Return Fund returned 1.09%, reflecting performance at the NAV of Class I shares with all distributions reinvested, for the quarter ended December 31st, 2025.

Aris Investing, a leader in tax-aware investment management, today announced the launch of its Long-Short Strategy. The new ...