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

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 ...

The 7 Best Fidelity Mutual Funds to Buy and Hold. 7 Best Mutual Funds With No Minimum Investment. 7 of the Best Charles Schwab Mutual Funds. 5 Mutual Fund and ETF Red Flags originally appeared on ...

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

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 ...

The Fund had an expense ratio of 0.14% when it was launched and has now dropped to 0.04%. That investment would have netted you $1,704,343 if you'd maintained it through 2023.

Thrivent Municipal Bond Fund underperformed the Bloomberg Municipal Bond Index by -.73% in the first quarter of 2025. For the ...

This gives an indication of the scope of returns which a mutual fund scheme can deliver. Here, we list out the past five-year returns delivered by sectoral or thematic mutual funds.

This year has seen a record number of mutual fund-to-ETF switches, according to data compiled by Morningstar Direct. As demand for the easy-to-trade ETF structure gains traction on Wall Street, 55 ...

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 ...

Individuals in a 403(b) plan, for example, cannot currently access a CIT but can access a mutual fund. This is a big difference, and it is because of the regulatory structure.

Octopus Apollo VCT plc Move to a Full Scope Alternative Investment Fund Manager The Board of Octopus Apollo VCT plc (the ‘Company’) announces that Octopus AIF Management Limited (‘Octopus ...