If you've been stuck searching for Large Cap Value funds, consider Vanguard Windsor-II Admiral (VWNAX) as a possibility. VWNAX bears a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on ...
Leuthold, which has $1.1 billion under management, entered the ETF space in 2020 with the Leuthold Core ETF (LCR), which ...
Having trouble finding a Large Cap Growth fund? Fidelity Contrafund (FCNTX) is a potential starting point. FCNTX bears a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting ...
Investors can purchase or sell mutual fund shares at the NAV price after each trading day. This means that when you sell your ...
The Information Ratio is specifically designed for equity mutual fund schemes. As per SEBI guidelines, mutual funds are ...
A lock-in period refers to the minimum time frame for which investors are required to hold their investment in a mutual fund.
Sebi has introduced a consultation paper proposing 'sachetisation' of mutual funds. This initiative aims at increasing access to mutual funds for low-income groups through small ticket SIPs of Rs 250.
BITW's 323.9% 12-month return is driven primarily by a narrowing discount to NAV, and is unlikely to repeat as the discount is now only 12%. Read more here.
An investigation by the S.E.C. and several states found that the company had failed to notify investors of changes in the ...
Just 8.2% of large-cap domestic mutual funds outperformed the S&P 500 over the past 20 years. The odds are better over shorter time horizons, but ultimately the index seems to have a clear advantage.
Balanced advantage funds are mutual funds that dynamically shift investments between stocks (equity) and bonds (debt).
If you're looking for an Allocation Balanced fund category, then a potential option is Fidelity Asset Manager 40% (FFANX). FFANX has a Zacks Mutual Fund Rank of 3 (Hold), which is based on various ...