In the Margins
The Ave Maria Catholic Values Fund has far outpaced its polar opposite—the Vice Fund from USA Mutuals—since the election of President Trump. The Catholic Values Fund has made 9.6% since the election, including dividends, with its November and December performance accounting for the bulk of those gains. The Vice Fund, which specializes in alcohol, tobacco, guns and gambling, is up only 1.7%, far behind the wider market. Read the original story from The Wall Street Journal.
Most Read
Independent mutual fund director compensation levels increased in 2021, though the year-on-year change was significantly lower than in 2020, according to new data obtained by Fund Board ...
The mutual fund industry is pushing back against two recent rule proposals from the Securities and Exchange Commission regarding disclosures around environmental, social, and governance investing ...
The Securities and Exchange Commission has begun requesting documentation and information from mutual fund advisers about their funds' 15(c) processes and fees. The Division of Enforcement ...
Today is the Summer Solstice, and what better way to spend some time on the longest day of the year than to plot out what to ...