The updated names better represent the categories and investment scope of the underlying funds, helping investors more easily ...

This article will seek to analyze the causes of this boom and whether it is able to persist in the next few years.

A mutual fund charges its investors a 12b-1 fee to pay for marketing and promotion expenses. According to a discussion of 12b ...

SWOBX is a part of the Schwab Funds family of funds, a company based out of San Francisco, CA. Schwab Balanced Fund made its debut in October of 1996, and since then, SWOBX has accumulated about ...

Any investors who are searching for Index funds should take a look at Vanguard Real Estate Index Fund Admiral (VGSLX). While this fund is not tracked by the Zacks Mutual Fund Rank, we were able to ...

Both offerings fall under the smart beta category, focusing on a factor-based strategy to provide investors with a low-cost, ...

Under the proposed framework, mutual funds that manage only passive schemes will be covered by the Mutual Fund Lite ...

Collaboration, Buch noted, will continue to be key for the industry growth. "If we continue to work together, there’s no ...

The TCW Securitized Bond Fund I-Class returned 0.28% (net) during Q2 2024 to finish 21 bps ahead of its benchmark Index.

John Hancock Investment Management has joined the list of asset managers seeking exemptive relief to offer ETF share classes ...

MF Lite is a simplified framework for mutual funds that will manage only passive schemes, like index funds and ...

On September 27, 2024, the Fairholme Focused Income Fund (“FOCIX” or the “Fund”) distributed an Ordinary Income dividend of $0.08584 per share to shar ...