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On bonds and bananas

A fruit salad that gives a view of the state of the economy in the US and China, and the trends that influence it. ....

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Analysis-Funds punished for owning too few Nvidia shares after stunning 230% rally

Nvidia Corp’s soaring rally has thrilled investors this year - except for the sizeable number of fund managers who avoided what they believe to be an expensive stock. Across nearly 330 mutual funds benchmarked to the S&P 500 or a similar index, only 15% held an above-index weight in Nvidia, according to a Morningstar analysis of the funds' most recent regulatory filings. Among those funds that held a below-average weight in Nvidia, 85% underperformed the index so far this year, Morningstar's dat ....

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Funds punished for owning too few Nvidia shares after stunning 230% rally

Nvidia Corp s
soaring rally has thrilled investors this year - except for the
sizeable number of fund managers who avoided what they believe
to be an expensive stock.
Shares of the. ....

New York , United States , Michael Purves , Jeremy Schwartz , Sp Dow Jones , Refinitiv Datastream , Matthew Lewis , Lewis Krauskopf , Robby Greengold , Chuck Carlson , Ira Iosebashvili , Morgan Stanley , Horizon Investment Services , Goldman Sachs , Nvidia Corp , Horizon Investment , Big Tech , Meta Platforms , Tallbacken Capital Advisors , New York Editing ,

Analysis:Funds punished for owning too few Nvidia shares after stunning 230% rally

NEW YORK : Nvidia Corp’s soaring rally has thrilled investors this year - except for the sizeable number of fund managers who avoided what they believe to be an expensive stock.Shares of the semiconductor company - whose chips power generative AI apps such as ChatGPT - have more than tripled this year i ....

Sp Dow Jones , Jeremy Schwartz , Michael Purves , Chuck Carlson , Robby Greengold , Refinitiv Datastream , Horizon Investment Services , Goldman Sachs , Morgan Stanley , Nvidia Corp , Horizon Investment , Big Tech , Meta Platforms , Tallbacken Capital Advisors ,

Funds punished for owning too few Nvidia shares after stunning 230% rally, ET Telecom

Across nearly 330 mutual funds benchmarked to the S&P 500 or a similar index, only 15% held an above-index weight in Nvidia, according to a Morningstar analysis of the funds most recent regulatory filings. Among those funds that held a below-average weight in Nvidia, 85% underperformed the index so far this year, Morningstar s data showed. ....

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