Funds managed by Zurich have accumulated over €8 billion in investment since 1989, consistently delivering leading returns ...

With promises of potentially beating the market, actively managed ETFs can appear attractive to investors. But with higher ...

Morningstar data shows that VFINX kept chugging along, beating a healthy majority of surviving funds in every period. It was ...

Building a balanced mutual fund portfolio is both an art and a science. By clearly defining your goals, diversifying ...

Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 55 interviews with investment ...

Chinese tariffs can impact your ETF package depending on its exposure to sectors, companies, and regions affected by the ...

-The BMO Balanced ETF ( ZBAL-T +0.49% ): Produced a three-year annualized return of 5.1 per cent to Dec. 31; the MER is 0.2 per cent. -The Fidelity All-in-One Balanced ETF ( FBAL-NE ): Produced a ...

Balanced funds offer investors the convenience of buying into a single fund rather than holding both equity and bond funds. This category of funds also reduces a portfolio’s volatility, while ...

As we step into 2025, investors find themselves reflecting on a market narrative that seemed almost scripted. Read more here.

Over the last year, the forward P/E ratios have moved up for the Morningstar US Stock Market Index, but because interest ...