For the fourth quarter of 2024, the U.S. real estate investment trust market returned -7.61%, significantly lagging the 2.41% ...

Because of this, real estate mutual funds are in a good position to take advantage of the constant housing demand and more supplies. These funds mainly invest in REITs and other related assets and ...

When it comes to investing, one of the key principles that financial advisors and experts emphasize is the importance of asset allocation. Asset allocation refers to how an investor divides their ...

While real estate mutual funds don’t lead in price appreciation or income generation among Morningstar fund categories, they provide an excellent balance of both over time. Currently ...

Capital losses from stocks, bonds, real estate, or mutual funds can help you reduce your tax liability. Here’s how the ...

As your portfolio evolves, reviewing and rebalancing it regularly is key to staying aligned with your financial goals. A ...

Finance Minister Nirmala Sitharaman proposed alterations to the capital gains tax structure, elevating the short-term capital gains tax rate from 15% to 20% and establishing the long-term capital ...

The legacy mutual fund manager is building out its ETF footprint with people and resources to leverage its active management ...

The indexation benefit on real estate deals was eliminated ... Similarly, reintroducing indexation benefits for debt mutual funds would ensure that investors are taxed only on real gains, making ...

Cierra Murry is an expert in banking, credit cards, investing, loans, mortgages, and real estate ... any for-profit business enterprise, the mutual fund industry charges fees for the services ...