Qual é o melhor fundo de crescimento e renda?
Se você está investindo no longo prazo, pode enfatizar o crescimento. Desta forma, você terá tempo para enfrentar uma recessão do mercado sem alterar seus planos. Por outro lado, se precisar de dinheiro rápido para pagar parte de suas despesas de subsistência ou atingir uma meta de curto prazo, você pode considerar investimentos em renda.
- Ações do Almirante do Fundo de Índice de Crescimento Vanguard (VIGAX)
- Fundo de índice de crescimento de grande capitalização Schwab dos EUA (SWLGX)
- Fundo de crescimento Fidelity Blue Chip (FBGRX)
- ETF Invesco S&P 500 GARP (SPGP) .
- Invesco QQQ Trust (QQQ)
- ETF Vanguard Mega Cap Growth (MGK)
- Portfólio SPDR S&P 500 Growth ETF (SPYG)
Se você está investindo no longo prazo, pode enfatizar o crescimento. Desta forma, você terá tempo para enfrentar uma recessão do mercado sem alterar seus planos. Por outro lado, se precisar de dinheiro rápido para pagar parte de suas despesas de subsistência ou atingir uma meta de curto prazo, você pode considerar investimentos em renda.
- Crescimento direto do fundo Kotak Flexicap. ...
- Crescimento direto do fundo Tata Flexi Cap. ...
- Bandhan Flexi Cap Fund-Plano Direto-Crescimento. ...
- Opção de crescimento do plano direto do Canara Robeco Flexi Cap Fund. ...
- Crescimento direto do Navi Flexi Cap Fund. ...
- Crescimento direto do fundo Sundaram Flexi Cap. ...
- Crescimento direto do fundo SBI Flexicap. ...
- Crescimento direto do Axis Flexi Cap Fund.
ETFs de crescimento | Taxa de despesas |
---|---|
ETF de crescimento de pequena capitalização iShares Morningstar (ISCG) | 0,06% |
First Trust Nasdaq 100 ETF de peso igual (QQEW) | 0,58% |
ETF de crescimento iShares S&P 500 (IVW) | 0,18% |
Fundo Internacional de Crescimento de Dividendos de Qualidade com Cobertura WisdomTree (IHDG) | 0,58% |
Relógio | Nome | Retorno de 5 anos (%) |
---|---|---|
AMAGX | Investidor de crescimento Amana | 17,62% |
APGYX | Consultor de crescimento de grande capitalização da AB | 17,00% |
PBFDX | Retorno Total Payson | 16,58% |
CFGRX | Crescimento do comércio | 16,48% |
Símbolo | Nome | Rendimento de dividendos |
---|---|---|
AVALIAR | ETF de hedge de taxa de juros global X | 33,56% |
QQQY | ETF de renda de opções aprimoradas Defiance Nasdaq 100 | 32,44% |
NVDS | AXS 1.25X NVDA Bear Daily ETF | 31,90% |
NFLY | ETF de estratégia de renda de opções YieldMax NFLX | 27,13% |
- Possibilidade de descida de valor. Devido à natureza muito volátil destas ações, os fundos de crescimento provavelmente perderão o seu investimento inicial. ...
- Os dividendos não são pagos. Os fundos de crescimento não pagam dividendos. ...
- Alto risco.
Desvantagens dos fundos de renda
O seu desempenho está intimamente ligado aos movimentos das taxas de juro, tornando-os menos previsíveis e confiáveis para investidores conservadores.. Custos do índice de despesas: Os fundos de renda incorrem em taxas de administração, conhecidas como índice de despesas. Por exemplo, investir Rs.
Avaliação geral
A Morningstar concedeu este fundo3 estrelascom base no seu desempenho ajustado ao risco em comparação com os 1302 fundos da sua categoria Morningstar.
Qual é o fundo de investimento de maior sucesso?
Cidadela, que ficou em segundo lugar em 2023, obteve lucros de US$ 8,1 bilhões depois de gerar um recorde de US$ 16 bilhões em 2022. Seus US$ 74 bilhões em ganhos desde o início o classificam como o fundo de hedge mais bem-sucedido da história.
S. Não. | Casa do Fundo Mútuo |
---|---|
1. | Fundo Mútuo SBI |
2. | Fundo Mútuo Prudencial ICICI |
3. | Fundo Mútuo HDFC |
4. | Fundo Mútuo Aditya Birla Sun Life |
Os fundos de crescimento são frequentemente considerados mais arriscados do que os fundos de rendimentouma vez que investem em ações de empresas com potencial de crescimento significativo. Como resultado, os fundos de crescimento poderão enfrentar mais volatilidade de preços e oscilações de valor do que os fundos de rendimento, que investem em activos de rendimento fixo mais estáveis.
Na verdade, um ETF denominado Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD), lançado em 2013, apresenta atualmente um rendimento atraente de 12%. Embora o ETF seja atraente para investidores em renda, há também várias coisas que os investidores devem estar cientes antes de entrarem logo após verem aquele rendimento surpreendente.
Símbolo | Nome | AUM |
---|---|---|
ESPIÃO | Fundo de ETF SPDR S&P 500 | US$ 500.737.000,00 |
IVV | ETF iShares Core S&P 500 | US$ 450.009.000,00 |
VOO | ETF Vanguarda S&P 500 | US$ 421.954.000,00 |
VTI | ETF Vanguard Total do Mercado de Ações | US$ 379.217.000,00 |
Símbolo | Nome | Retorno de 5 anos |
---|---|---|
GBTC | Confiança Bitcoin em tons de cinza | 67,50% |
USD | Semicondutores ProShares Ultra | 58,79% |
FNGU | MicroSectors FANG+™ Index 3X ETN alavancado | 53,73% |
FNGO | MicroSectors FANG+ Index 2X ETNs alavancados | 49,76% |
- Contas de poupança de alto rendimento.
- Certificados de depósito (CDs) e certificados de ações.
- Contas do mercado monetário.
- Títulos do Tesouro.
- Títulos da Série I.
- Títulos municipais.
- Títulos corporativos.
- Fundos do mercado monetário.
- Contas de poupança de alto rendimento.
- Certificados de depósito (CDs)
- Títulos.
- Fundos.
- Ações.
- Investimentos alternativos e criptomoedas.
- Imobiliária.
As opções a serem consideradas incluemfundos de títulos federais, fundos de títulos municipais, fundos corporativos tributáveis, fundos do mercado monetário, fundos de dividendos, fundos mútuos de serviços públicos, fundos de grande capitalização e fundos de hedge.
Fundo de Renda | Taxa de despesas | Rendimento anual (TTM) |
---|---|---|
ETF Invesco High Yield Equity Dividend Achievers (PEY) | 0,52% | 4,3% |
Fundo de renda de capital de vanguarda (VEIPX) | 0,28% | 2,7% |
ETF Vanguard de alto rendimento de dividendos (VYM) | 0,06% | 3,1% |
ETF JPMorgan Equity Premium Income (JEPI) | 0,35% | 10% |
Qual ETF paga o maior dividendo?
- ETF Vanguard de alto rendimento de dividendos (VYM).
- ETF iShares Core High Dividend (HDV).
- Schwab US Dividend Equity ETF (SCHD).
- Portfólio SPDR S&P 500 ETF de alto dividendo (SPYD).
- ETF Vanguard International de alto rendimento de dividendos (VYMI).
- ETF Invesco S&P 500 de alto dividendo e baixa volatilidade (SPHD).
- Fundo Invesco India Mid Cap. ...
- Fundo de Oportunidades Midcap PGIM Índia. ...
- Fundo de Ações Emergentes Kotak. ...
- Fundo HSBC Midcap. ...
- Fundo UTI Mid Cap. PATRIMÔNIO Médio Cap. ...
- Fundo Axis Midcap. PATRIMÔNIO Médio Cap. ...
- Fundo DSP Midcap. PATRIMÔNIO Médio Cap. ...
- Fundo Mirae Asset Midcap. PATRIMÔNIO Médio Cap.
Coloquei meu 401 (k) pessoal e grande parte do meu fundo mútuo investindo em quatro tipos de fundos mútuos:crescimento, crescimento e renda, crescimento agressivo e internacional. Eu pessoalmente espalhei o meu em 25% desses quatro.
A maioria dos fundos de crescimento são de alto risco e de alta remuneração e, portanto, são mais adequados para participantes do mercado com um horizonte de investimento de longo prazo e uma tolerância saudável ao risco.
Nome do esquema | Plano | 1 ano |
---|---|---|
Patrocinado AdvInvest Now Axis Small Cap Fund - Plano Direto - GrowthSmall Cap Fund | Plano Direto | 39,00% |
Patrocinado AdvInvest Now Motilal Oswal Midcap Fund - Plano Direto - GrowthMid Cap Fund | Plano Direto | 53,13% |
Fundo Contra | ||
SBI Contra Fund - Plano Direto - Crescimento | Plano Direto | 48,85% |
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