As I've written repeatedly in recent months, the U.S. stock market is extremely overvalued, with an expected return over the next decade that is well below the rate of inflation. Bonds also appear to ...
A 12b-1 fee is an annual marketing or distribution fee on a mutual fund charged to investors. It is generally between 0.25% and 0.75% (the maximum allowed) of a fund's net assets and must be disclosed ...
Hedge funds would seem to be the answer. They specialize in opportunistically moving between various asset classes. In theory, they should easily outperform both stocks and bonds. Unfortunately, the ...
Small Cap Growth fund seekers should consider taking a look at T. Rowe Price New Horizons (PRNHX). PRNHX has a Zacks Mutual Fund Rank of 2 (Buy), which is based on various forecasting factors like ...
Any investors hoping to find a Sector - Energy fund could think about starting with Vanguard Energy Investor (VGENX). VGENX possesses a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on ...
Get risk adjusted return analysis for SBI Nifty Bank Index Fund. Understand and compare data with category ratios. Get various ratios like beta, alpha, sharpe ratio, treynor ratio etc calculated on ...
Flynn will take the stage at the Blue Vault Alts Summit to moderate a panel that dives into interval funds. The Summit comes ...
The Association of Mutual Funds in India (AMFI) and the Asosiasi Manajer Investasi Indonesia (AMII) have signed a Memorandum of Understanding (MoU) to boost bilateral collaboration and improve ...
Choosing a fund—whether an exchange-traded fund (ETF) or a mutual fund—involves a bit of analysis, but it doesn’t have to be complicated. Here, we make the process easy by giving some simple ...
Data may be intentionally delayed pursuant to supplier requirements. Mutual Funds & ETFs: All of the mutual fund and ETF information contained in this display, with the exception of the current ...
Fund manager updated portfolio more frequently than peers in last 1 year. (I.e. fund manager held stocks/bonds in the portfolio for shorter duration than peers) ...