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 ...

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

Investors are choosing hedge funds rather than re-upping their private equity investments after closed deals, as deal making ...

Hello, and welcome to the P10 fourth-quarter 2024 conference call. My name is Lateef, and I will be coordinating your call today. (Operator Instructions) As a reminder, today's conference call is ...

Flynn will take the stage at the Blue Vault Alts Summit to moderate a panel that dives into interval funds. The Summit comes ...

If you take a 5-month perspective (January 2025 over Aug 2024), active equity funds, hybrid funds and solutions funds; have ...

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 ...

The catalysts as well as potential drivers for the re-rating will be assessed and evaluated relative to current price, which ...

The Payden Floating Rate Fund (PYFRX) and the Payden High Income Fund (PYHRX) each received a five-star overall Morningstar rating as of January 31, 2025. The Floating Rate Fund’s investment objective ...

Tie-ups between traditional managers and private equity firms enable both to quickly tap retail investors. But the big ...

The finance sector encompasses various roles including Private Equity (PE), Mutual Funds, Banks, Venture Capital (VC), and ...