A mutual fund fact sheet is a great place to start, providing the most important information on a fund—from its size and holdings to fees and strategy—before you decide to invest. Article Sources ...

The fund is mainly invested in equities, has a long reputation of salutary performance, and has yearly returns of 15.44% over the last five years. These examples highlight the fact that there are some ...

Portfolio manager Laura Mayfield says some individual investors “are focused on the dividend-yield return, but some might be ...

Learn about 401(k) plans and mutual funds for retirement planning. Explore their features, benefits, and factors to consider in choosing the right option.

Asset managers are eagerly awaiting an S.E.C. decision that would allow mutual funds to also trade as E.T.F.s — potentially ...

When it comes to index funds vs. mutual funds, fund management is a major differentiator. An actively-managed fund can be appealing because it aims to beat the performance of market benchmarks.

Accordingly, the regulations require that a mutual fund provide aggregate per-country information on a statement filed with its tax return, ...

Madras High Court held that ITAT rightly deleted the addition on account of Mutual Fund Promotion Expenditure and Initial ...

Since then, mutual funds have grown into $25 trillion-plus market in the U.S. alone, according to the Investment Company Institute's (ICI) 2024 Investment Company Fact Book.

Mutual funds are investments that pool together investor money to buy a selection of assets. Mutual funds can help investors quickly build a diversified portfolio.