A continuing shift to low fees, growing dominance of mega-managers, and the clamor for product innovation are set to reshape ...
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 ...
Opinion
The Monterey County Herald on MSN21hOpinion
Steven Merrell, Financial Planning: The cost of mutual fund ownership
As with any other investment, you need to do your homework before investing in a mutual fund. Not every fund is a good investment. To separate the wheat from the chaff, your research must look ...
Before selecting a mutual fund, one of the key parameters to ensure optimal returns is assessing past performance of these ...
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 ...
Those significantly overweight on these categories must book profits to rein in exposure. A lot depends on your horizon and ...
The 35.2% yoy growth in mutual fund folios in January 2025 is slightly lower than the previous month, due to SIP closures ...
Though slow, changes are afoot when it comes to management-fee share.
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. The easiest way to judge a ...
Discover KBC Group's Q4 2024 financial results, with €1.116B net profit, robust growth in loans & fees, and 2025 guidance for strong revenue expansion.
But beyond the savings, when expense ratios are lower, investment returns are generally higher, as fees come out of returns. So, some of the already lowest fees in the business just got even lower.