JPMorgan Chase Bank NA was sued Friday by a former employee who says the bank’s $44 billion 401(k) plan improperly offers an ...

As U.S. stock prices get hammered on worries that President Donald Trump's trade and other policies could slow the economy, ...

From 2011 to 2020, large value funds underperformed large growth funds by more than 5 percentage points each year, according to Morningstar. In 2020, the gap was an astounding 32.2 percent.

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not ...

The Fund seeks to maximize total return. The Fund invests, under normal circumstances, at least 80% of its net assets in small- and mid-cap equity securities. The Fund generally will invest in ...

The Fund seeks maximum long-term total return. The Fund, under the normal circumstances, at least 80% of the funds net assets in small-capitalization companies. The fund considers small-cap ...

Investopedia / Joules Garcia A fund is a pool of money that is allocated for a specific purpose. A fund can be established for many different purposes: a city government may set aside money to ...

As a retired income investor, I am constantly on the lookout for CEFs (closed end funds) that offer a high-yield income stream while trading at a discount to its NAV (net asset value), especially ...

A brief summary - strong Buy, Buy, strong sell, sell or neutral signals for the Putnam Stable Value Fund: 20bps fund. Access detailed technical analysis through moving averages buy/sell signals ...

Transamerica Small Cap Value earns a Low Process Pillar rating. The predominant detractor from the rating is the fund's mediocre long-term risk-adjusted performance. This can be seen in its 10 ...

Closed-end funds are managed investment funds that issue a fixed number of shares and trade on an exchange. While a net asset value (NAV) for the fund is calculated, the fund trades based on ...

Assets under administration in individual retirement accounts increased by 22% over the past 12 months to nearly $13 billion while assets under management of the General Accounts Stable Value ...