However, Mastroianni denied summary judgment on the claim that Liberty Mutual breached its duty of prudence, ruling that the plaintiffs “have demonstrated loss in connection with the Wells Fargo US ...

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

Distributions from a mutual fund are taxed, whether they're paid out in cash or reinvested. Your brokerage should provide you with IRS Form 1099-DIV after the end of the calendar year.

Despite relative underperformance compared to investment-led sectors, consumption names still appear expensive in absolute ...

A mutual fund pools money from many investors and builds a portfolio of stocks, bonds or other securities. Mutual funds provide excellent diversification and professional management, making them a ...

The management expense ratio is 1.8% for the fund’s F series and 2.8% for its A series. There are also performance fees charged on the private equity investments the fund holds, which Mackenzie end ...

Mutual funds allow investors to pool funds for diversified investment managed by professionals. Mutual fund types include stock, bond, money market, and target date funds. High fees can reduce ...

According to SEBI, Sectoral/Thematic Funds are open-ended equity mutual funds that invest a minimum of 80% of their assets in a particular sector or theme.. Each scheme must clearly specify the ...

Hedge fund vs. mutual fund: Discover the essential differences in risk, investment strategies, fees, and accessibility to make informed investment decisions.

Balanced mutual funds: As the name implies, balanced funds carry a balance of assets. Many investors are drawn to mutual funds because they are transparent, easy to trade and offer built-in ...