Latest news with #Nuveen
CNBC
6 days ago
- Business
- CNBC
Alphabet shares Q2 shares sink despite revenue and earnings beat
CNBC's MacKenzie Sigalos joins 'Closing Bell Overtime' to talk Google Q2 results. Saira Malik, Nuveen Chief Investment Officer, joins with reaction.
Yahoo
7 days ago
- Business
- Yahoo
Best target-date funds: Top funds for retirement investors
Target-date funds are a way for investors to prepare for retirement without having to do the heavy lifting of managing their investments themselves. Pick your retirement year and then add money to this one fund and it automatically adjusts your investments behind the scenes to help you safely reach retirement, making them one of the best long-term investments. The best target-date funds offer a lot of convenience, high returns and low fees, and the best target-date funds below include funds selected by retirement year. Fund companies segment target-date funds in five-year increments, suggesting that investors pick a fund that's close to their year of retirement. But investors who want more growth and potentially a higher account balance can go with a later year, keeping their funds invested longer in potentially higher-returning stocks. Methodology Four or five stars on Morningstar Expense ratio less than 0.5 percent Top performers over the last five years No-load funds Performance data as of July 18, 2025 Best 2055 target-date funds Fund (ticker) Expense ratio 5-year annual return Mutual of America Clear Passage 2055 Fund (MUROX) 0.47% 13% BlackRock LifePath Index 2055 (LIVAX) 0.39% 12.2% Nuveen Lifecycle Index 2055 Premier (TTIPX) 0.25% 11.8% Get matched: Find a financial advisor who can help you maximize your investments Best 2050 target-date funds Fund (ticker) Expense ratio 5-year annual return Mutual of America Clear Passage 2050 Fund (MURNX) 0.46% 12.8% Nuveen Lifecycle Index 2050 Premier (TLLPX) 0.25% 11.7% Vanguard Target Retirement 2050 Fund (VFIFX) 0.08% 11.6% Best 2045 target-date funds Fund (ticker) Expense ratio 5-year annual return Mutual of America Clear Passage 2045 Fund (MURMX) 0.46% 12.5% American Funds 2045 Target Date Retirement Fund (FBHTX) 0.45% 11.5% Fidelity Freedom Blend 2045 (FHAQX) 0.47% 11.5% Best 2040 target-date funds Fund (ticker) Expense ratio 5-year annual return Mutual of America Clear Passage 2040 Fund (MURLX) 0.47% 12% American Funds 2040 Target Date Retirement Fund (FBGTX) 0.44% 11.2% Fidelity Freedom Blend 2040 (FHARX) 0.47% 11.1% Best 2035 target-date funds Fund (ticker) Expense ratio 5-year annual return MoA Clear Passage 2035 Fund (MURJX) 0.50% 10.6% American Funds 2035 Target Date Retirement Fund (FBFTX) 0.42% 9.9% Fidelity Freedom Blend 2035 (FHASX) 0.47% 9.4% Best 2030 target-date funds Fund (ticker) Expense ratio 5-year annual return American Funds 2030 Target Date Retirement Fund (FBETX) 0.42% 8.4% Schwab Target 2030 Index (SWYEX) 0.08% 8.0% Vanguard Target Retirement 2030 Fund (VTHRX) 0.08% 8% What are target-date funds and how do they work? A target-date fund is a mutual fund or exchange-traded fund (ETF) that gradually changes your investments over time as the owner approaches the retirement, or target, date. It moves money from higher-risk, higher-return stocks to lower-risk, lower-return bonds. Investors pick the date they want to begin accessing the money, and the fund does the periodic rebalancing. Target-date funds can be an attractive solution for investors who don't want to do the work of managing a retirement portfolio themselves, and they're popular in 401(k) plans. Pick the date and then add money to just this one fund, and the fund will dial down your risk exposure so that you land at retirement with the right asset allocation and you'll have money when you need it. As you can see in the lists above, the longer-dated funds have higher returns. That's due largely to the fact that the funds are re-allocating money from higher-return stocks to lower-return bonds over time. So don't pick a target-date fund because it offers a higher return, since that annual return is likely to go down in future years as the fund moves increasingly to bonds for safety. Instead, select a fund based on the date you'll need the funds. In fact, some financial advisors suggest that investors buy a fund that's five or 10 years later than when they actually want to access their money. The reason? Those later-dated funds will offer a better potential for higher growth, giving retirees more assets over time and reducing the risk that they outlive their assets. Compare advisors: Bankrate's list of the best financial advisors Editorial Disclaimer: All investors are advised to conduct their own independent research into investment strategies before making an investment decision. In addition, investors are advised that past investment product performance is no guarantee of future price appreciation.
Economic Times
19-07-2025
- Business
- Economic Times
European shares end flat as markets assess earnings flurry
European shares were unchanged on Friday, as losses in heavyweight healthcare shares were countered by an advance in oil and gas stocks, closing out a busy week filled with corporate earnings from around the continent. ADVERTISEMENT The pan-European STOXX 600 index held steady at 547 points, clocking marginal weekly losses. Regional bourses were mixed with Germany's benchmark DAX dropping 0.3%, while the UK's blue-chip FTSE 100 gained 0.2%. With corporate earnings gaining steam, investors are closely examining corporate guidance to see how firms are adjusting to the shifting U.S. tariff policy, ahead of the August 1 trade deadline. "Earnings misses in Europe are being punished by more than history would suggest, pointing to greater scrutiny after a remarkable rally year-to-date," said Laura Cooper, head of macro credit and investment strategist at Nuveen. "How corporates are navigating tariff uncertainty, potentially weaker demand, and supply chain dynamics will be in focus, though a message of past-peak tariff enthusiasm could prop up sentiment and drive greater upside." ADVERTISEMENT On Friday, Swedish mining equipment maker Epiroc dropped 9.2% after its second quarter results missed market expectations. Atlas Copco also fell 7.8% after the Swedish industrial group reported second-quarter adjusted operating profit below market expectations and a decline in orders. ADVERTISEMENT There were bright earnings as well, with Saab jumping 16.4% after posting higher-than-expected second-quarter earnings and raising its sales outlook. Getinge added 6% after the Swedish medical equipment maker reported second-quarter core earnings above market expectations. ADVERTISEMENT Industrials was the best performing STOXX sub-sector this week, while automobiles was the laggard this week. On Friday, healthcare stocks were the top losers with British drugmaker GSK down 4.6% after a U.S. FDA advisory panel recommended against approving its blood cancer drug Blenrep due to concerns over side effects. ADVERTISEMENT Helping offset some losses, oil and gas shares added 0.6% and food and beverages advanced 0.8%. Among other moving stocks, Danish wind turbine maker Vestas jumped 15% after J.P. Morgan upgraded its rating to "overweight" from "neutral". Iveco climbed 8.3% after a Reuters report that Italy's Agnelli family is in talks over the possible sale of the truck maker with two mentioning Tata Motors as a potential buyer. Swedish home appliances maker Electrolux slumped 14.3% after poor second-quarter performance in Europe and India's Reliance Industries said its retail unit acquired home appliance maker Kelvinator from Electrolux. (You can now subscribe to our ETMarkets WhatsApp channel)
Business Recorder
19-07-2025
- Business
- Business Recorder
European shares end flat as markets assess earnings flurry
FRANKFURT: European shares were unchanged on Friday, as losses in heavyweight healthcare shares were countered by an advance in oil and gas stocks, closing out a busy week filled with corporate earnings from around the continent. The pan-European STOXX 600 index held steady at 547 points, clocking marginal weekly losses. Regional bourses were mixed with Germany's benchmark DAX dropping 0.3%, while the UK's blue-chip FTSE 100 gained 0.2%. With corporate earnings gaining steam, investors are closely examining corporate guidance to see how firms are adjusting to the shifting US tariff policy, ahead of the August 1 trade deadline. 'Earnings misses in Europe are being punished by more than history would suggest, pointing to greater scrutiny after a remarkable rally year-to-date,' said Laura Cooper, head of macro credit and investment strategist at Nuveen. 'How corporates are navigating tariff uncertainty, potentially weaker demand, and supply chain dynamics will be in focus, though a message of past-peak tariff enthusiasm could prop up sentiment and drive greater upside.' On Friday, Swedish mining equipment maker Epiroc dropped 9.2% after its second quarter results missed market expectations. Atlas Copco also fell 7.8% after the Swedish industrial group reported second-quarter adjusted operating profit below market expectations and a decline in orders. There were bright earnings as well, with Saab jumping 16.4% after posting higher-than-expected second-quarter earnings and raising its sales outlook. Getinge added 6% after the Swedish medical equipment maker reported second-quarter core earnings above market expectations. Industrials was the best performing STOXX sub-sector this week, while automobiles was the laggard this week. On Friday, healthcare stocks were the top losers with British drugmaker GSK down 4.6% after a US FDA advisory panel recommended against approving its blood cancer drug Blenrep due to concerns over side effects. Helping offset some losses, oil and gas shares added 0.6% and food and beverages advanced 0.8%. Among other moving stocks, Danish wind turbine maker Vestas jumped 15% after J.P. Morgan upgraded its rating to 'overweight' from 'neutral'. Iveco climbed 8.3% after a Reuters report that Italy's Agnelli family is in talks over the possible sale of the truck maker with two mentioning Tata Motors as a potential buyer. Swedish home appliances maker Electrolux slumped 14.3% after poor second-quarter performance in Europe and India's Reliance Industries said its retail unit acquired home appliance maker Kelvinator from Electrolux.
Business Times
18-07-2025
- Business
- Business Times
Europe: Shares end flat as markets assess earnings flurry
EUROPEAN shares were unchanged on Friday, as losses in heavyweight healthcare shares were countered by an advance in oil and gas stocks, closing out a busy week filled with corporate earnings from around the continent. The pan-European Stoxx 600 index held steady at 547 points, clocking marginal weekly losses. Regional bourses were mixed with Germany's benchmark DAX dropping 0.3 per cent, while the UK's blue-chip FTSE 100 gained 0.2 per cent. With corporate earnings gaining steam, investors are closely examining corporate guidance to see how firms are adjusting to the shifting US tariff policy, ahead of the Aug 1 trade deadline. 'Earnings misses in Europe are being punished by more than history would suggest, pointing to greater scrutiny after a remarkable rally year-to-date,' said Laura Cooper, head of macro credit and investment strategist at Nuveen. 'How corporates are navigating tariff uncertainty, potentially weaker demand, and supply chain dynamics will be in focus, though a message of past-peak tariff enthusiasm could prop up sentiment and drive greater upside.' BT in your inbox Start and end each day with the latest news stories and analyses delivered straight to your inbox. Sign Up Sign Up On Friday, Swedish mining equipment maker Epiroc dropped 9.2 per cent after its second quarter results missed market expectations. Atlas Copco also fell 7.8 per cent after the Swedish industrial group reported second-quarter adjusted operating profit below market expectations and a decline in orders. There were bright earnings as well, with Saab jumping 16.4 per cent after posting higher-than-expected second-quarter earnings and raising its sales outlook. Getinge added 6 per cent after the Swedish medical equipment maker reported second-quarter core earnings above market expectations. Industrials was the best performing Stoxx sub-sector this week, while automobiles was the laggard this week. On Friday, healthcare stocks were the top losers with British drugmaker GSK down 4.6 per cent after a US FDA advisory panel recommended against approving its blood cancer drug Blenrep due to concerns over side effects. Helping offset some losses, oil and gas shares added 0.6 per cent and food and beverages advanced 0.8 per cent. Among other moving stocks, Danish wind turbine maker Vestas jumped 15 per cent after JPMorgan upgraded its rating to 'overweight' from 'neutral'. Iveco climbed 8.3 per cent after a Reuters report that Italy's Agnelli family is in talks over the possible sale of the truck maker with two mentioning Tata Motors as a potential buyer. Swedish home appliances maker Electrolux slumped 14.3 per cent after poor second-quarter performance in Europe and India's Reliance Industries said its retail unit acquired home appliance maker Kelvinator from Electrolux. REUTERS
