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 ...

Box ETF offers stable, high returns. Find out why BOXX is a solid alternative to MUB with its unique strategy and better past ...

As I’ve written repeatedly in recent months, the U.S. stock market is extremely overvalued, with an expected return over the ...

But given the current environment, it is increasingly important to think beyond the standard index funds if you are ...

These seven equal weight ETFs offer a more balanced approach to superior performance.

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 beyond ...

AM Best has assigned a Long-Term Issue Credit Rating of "a-" (Excellent) to the $500 million, 8.125% surplus notes, due ...

Sector ETFs simplify targeted investments in different market areas, like tech or healthcare. Consider fund families like Vanguard or SPDR for low fees and diverse sector choices. Key findings are ...

In recent years, the domestic mutual fund industry has attracted investors across various segments. Ahead of the tax and policy proposals in the Budget, industry players, consultants, and ...

I prefer to blend the two approaches. In today's video, I will be discussing ETFs that offer huge yields paid out monthly, including the JPMorgan Premium Income ETF (NYSEMKT: JEPI). Watch this ...

January saw five new preferred stock and exchange traded debt offerings with yields ranging from 6.5% to 9.125%. Notable new offerings include Gladstone Investment Corp.'s notes at 7.875% ...