Consider the nearly 3,900 actively managed U.S. equity mutual funds and exchange-traded funds tracked by investment researcher Morningstar. In calendar 2024, just 13.2% of these investments beat the S ...

We define Canadian corporate bond funds (CCBFs) from the set of open-ended, Canadian-domiciled, active mutual funds. Using Morningstar Direct ... and calendar month fixed-effect dummies (February to ...

Definition: Mutual funds companies collect an amount from investors when they join or leave a scheme. This fee charged is generally referred to as a 'load'. Exit load is a fee or an amount charged ...

Definition: Tax-planning funds cater to the investors' need of minimizing tax burden on the returns from investments. They are also called equity-linked tax saving funds or ELSS. These funds are ...

It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance.

There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide. How can you tell a ...

Hampton: Some big mutual funds don’t have an ETF sibling. Talk about that disadvantage and any other cons. Kinnel: That’s right. The really big mutual funds, active, at least, do not have an ...

In view of the expensive valuations as well as the risk of earnings downgrade, Zee Business Managing Editor Anil Singhvi ...

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 ...

Sign up here to get MarketWatch’s highlights of the most timely ETF news emailed to you weekly. Small-cap ETFs have been on a ...

Invest in index funds directly through ETFs or mutual funds via a brokerage or fund company. Key findings are powered by ChatGPT and based solely off the content from this article. Findings are ...