“Long Magnificent 7” is the most crowded trade, according to BofA Securities’ Global Fund Manager Survey.

Over the 12 months ended 9/30/24, Appleseed Fund Institutional Class has generated an absolute return of 20.46%, slightly ...

About 54,000 have applied for low-interest loans from a disaster fund operated by the Small Business Administration, but the money has all dried up. Biden administration officials are pressuring ...

John Rekenthaler is vice president, research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, ...

Some experts say comparing average ETF fees to those of mutual funds isn't quite fair, because most ETFs have historically been index funds, not actively managed funds. Index funds are generally ...

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity ...

The capital market regulator SEBI is expected to roll out stringent product criteria for new players entering the mutual fund business through the MF Lite regulations. To encourage more entrants into ...

SBI Mutual Fund reported a record AAUM of ₹10.99 lakh crore in Q2 FY25, rising from ₹9.88 lakh crore in Q1. This growth, attributed to increased SIP popularity, positions SBI significantly ...

For financial advisors, the introduction of the Mutual Fund Window offers an opportunity to expand services and provide ...

The new index fund offerings are suitable for investors desiring higher returns through investing in mid and small-cap ...

Under the new rules, inclusion of mutual fund units under the PIT regulations will be implemented. This notification was ...

Over the past 50 years or so, active funds’ returns have converged toward those of their underlying indexes, research finds. Small-cap funds are the exception.