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In the last few years, people have been investing in the stock market and mutual funds for savings. Because mutual funds are ...
WisdomTree U.S. SmallCap Quality Dividend Growth ETF brings dividend strength and value but is exposed to economic cycles.
A similar refusal to trim winners applies to privately held SpaceX, which has approached 15% of assets at times, the level the SEC mandates mutual funds limit their illiquid holdings to before ...
O’Neil invests over $1 million in the mutual fund, but Munoz’s investments could be higher. He invests just over $50,000 in the ETF. The firm has adapted well to investor preferences that have ...