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 ...

Below, we share with you three large-cap blend mutual funds, viz., FDESX, VQNPX and DFUEX. Each has earned a Zacks Mutual ...

Here are seven of the best Charles Schwab mutual funds that currently hold a four- or five-star overall Morningstar rating: ...

Below, we share with you three mid-cap blend mutual funds, viz. BMSFX, VSEQX and DFVEX. Each has earned a Zacks #1 Rank.

Still, the portfolio has tended to fall in the blend section of the Morningstar Style Box, reflecting a broad ... a lid on active risk. The US mutual fund held 52 stocks in September 2024 ...

Since they're primarily invested in stocks, equity funds are also known as stock funds. They're the most popular form of mutual fund, and can focus on the domestic or international market ...

The firm also launched Parnassus Value Select ETF, a version of Parnassus Value Equity fund. The same managers, Billy Hwan and Krishna Chintalapalli, run the mutual fund and ETF. Parnassus Value ...

The dip in inflows coincided with a weak performance in the stock market, as the BSE Sensex fell by 1.28 per cent and the ...

When it comes to investing, one of the key principles that financial advisors and experts emphasize is the importance of asset allocation. Asset allocation refers to how an investor divides their ...

Large-cap blend mutual funds seek to offer value appreciation ... owe their origin to a graphical representation of a fund’s equity style box. In addition to diversification, blend funds are ...