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 ...

The Service Leadership Index, celebrating its 20 th year, is the largest and longest-running industry benchmarking platform, which collects data from partners in 10 Predominant Business Models™ (PBMs™ ...

Dimensional Fund Advisors' latest research adds to existing literature highlighting sometimes-overlooked downsides with the ongoing rush to low-cost ETFs and other products.

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

PFO offers a 6.62% yield, but it underperforms compared to its peers in both yield and total return. Click here to find out ...

What is the objective of the Vinva Global Systematic Equities Fund managed fund? The objective of the Vinva Global Systematic Equities Fund managed fund is Aims to provide investors with a total ...

AI-managed portfolios have gained popularity among ... Unlike traditional broker services, robo-advisors eliminate the need for expensive human advisors, making them a viable option for a wider ...

Total returns assume the reinvestment of all distributions and the deduction of all fund expenses. Returns with sales charge reflect a deduction of the stated maximum sales charge. An investor ...

The S&P 500’s construction lends itself well to full replication: copying an index’s holdings and weightings exactly.

Just 36% of actively managed U.S. large-cap mutual funds delivered bigger gains than their Russell 1000 benchmarks in 2024, their lowest “hit rate” since 2020, yet in line with their multideca ...

We recently compiled a list of the 10 Best Cloud Stocks To Buy According to Hedge Funds. In this article ... with cloud platforms accompanied by new service models is another key development ...

If you’re looking for a low-cost way to diversify your portfolio, mutual funds are the way to go ... understanding of personal finance services and products that best suit your needs.