Mutual Funds
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Barron’s chooses funds to face inflation
With consumer prices soaring 8.3% in the 12 months to April, you may be looking for investments that can withstand or benefit from inflation. With that ... -
Disney Q2 preview: Can stocks rebound?
Jarket conditions have not been ideal for investors over the past few weeks, to say the least. The unique economic environment we found ourselves in coming ... -
What Bitcoin could be worth to Fidelity. You will be surprised.
Text size Fidelity’s push to Bitcoin is controversial but could be lucrative for the company. Dreamstime.com Fidelity Investments shocked the retirement industry last month by deciding ... -
Which Closed-End Funds and Mutual Funds Are Inflation Fighters?
With consumer prices hitting a 40-year high of 8.5% in the 12 months to March, it would be nice to have investments with returns above that ... -
The largest bond portfolio in the world
William_Potter/iStock via Getty Images There are many great fixed income investment managers. BlackRock runs the largest fixed income ETF with its $85.5 billion iShares Core US ... -
Bluechip funds: can I invest in the ICICI Prudential Bluechip fund?
I want to invest Rs 5,000 every month via SIP mode in the following funds for a longer term horizon of at least 5-10 years. I ... -
tech funds: Tech mutual funds are down 10% in one month. What should investors do?
Funds in the IT sector, last year’s star category, are bleeding in the short term. Diets lost 10% in one month. Some plans have dropped 12% ... -
Exchange Traded Funds: A Newcomer to the Neighborhood
Globally, exchange-traded funds (ETFs) have been around for quite some time. Even in India, the first set of ETFs date back decades, but their relative popularity ... -
RIVERNORTH OPPORTUNITIES FUND, INC. ANNOUNCES A PREFERRED DIVIDEND
DENVER, April 22, 2022 /PRNewswire/ — RiverNorth Opportunities Fund, Inc. is pleased to announce the declaration of a preferred dividend for the second quarter of 2022, ... -
First Trust High Income Long/Short Fund Declares Monthly Common Stock Distribution of $0.105 per Share for May
WHEATON, Ill., April 20, 2022–(BUSINESS WIRE)–First Trust High Income Long/Short Fund (the “Fund”) (NYSE: FSD) has declared the regular monthly distribution of common shares of the ... -
Bullish or bearish year? Here’s what our fund managers have to say
Indian financial markets defied all odds and remained resilient despite macroeconomic uncertainty and a surge in US Treasury yields following US Fed rate hikes. What are ... -
US High Yield Funds Show Outflow of $4.03 Billion; 2022 releases reach $26.07 billion
High-yield U.S. retail funds reported an outflow of $4.03 billion for the week ending April 13, following back-to-back inflows in the previous two weeks, according to ... -
Blackstone BGX: Why a Fund Name Needs Further Research (NYSE: BGX)
panida wijitpanya/iStock via Getty Images (This article was co-produced with Hoya Capital Real Estate) Introduction A reader mentioned the Blackstone/GSO Long-Short Credit Income Fund (BGX) as ... -
3 top-notch stocks that offer defense
IIn a quick turn of events, the market took a hit this week after experiencing its strongest rally of 2022. It’s no secret that volatility has ... -
Bandhan team leads the race to buy IDFC Mutual Fund
A consortium led by Bandhan Financial Holdings, the promoter of Bandhan Bank, is said to be in pole position to win the bid for IDFC’s mutual ... -
ICICI Prudential Bluechip Mutual Fund Review: Return Profile Shows Smart Recovery
ET Wealth works with Value Research to analyze the best mutual funds. We look at key fund fundamentals, portfolio and performance to help you make an ... -
2022 SEC Exam Priorities: Reg BI, ESG, Private Funds, Information Security and Operational Resilience, and Crypto | Faegre Drinker Biddle & Reath LLP
The SEC’s Examinations Division recently released its 2022 Examinations Division “Priorities”. and most potential for investors, and provide guidance to regulated entities on where to focus ... -
INVL Baltic Sea Growth Fund: InMedica and MediCA Group
Leading private medical chains InMedica and MediCA Group completed the largest merger in the history of Lithuanian health clinics to date. Kęstutis Broniukaitis, Founder and CEO ... -
Edward Johnson III, CEO of Fidelity who revolutionized investing, dies at 91
By Nicole Goodkind, CNN Business Edward “Ned” Johnson III, who oversaw the transformation of Fidelity Investments into a financial services powerhouse and pioneered the sale of ... -
Stock market investors are in the danger zone. This all-weather investment strategy offers protection
We are in a period of high inflation, with war disrupting energy markets and the Federal Reserve raising interest rates. The bleak outlook calls for a ... -
Monthly SIP of ₹10,000 turns to ₹14.55 lakh in 7 years
Tax-saving mutual funds: Equity Linked Savings Scheme or ELSS mutual funds are considered to be one of the best investment tools that allow an investor to ... -
Oklahoma pension funds have invested little in Russia | Local News
OKLAHOMA CITY — Oklahoma’s two largest state pension funds say they managed to divest themselves of most of their Russian assets before the economic sanctions, minimizing ... -
Investing in mutual funds through a demat account? Know the problems you may face
Although investing in MF programs can be done with a few clicks through a demat account, investors may encounter difficulties when transacting through other modes. Piali ... -
This short duration fund has posted a return of 16.44% in 1 year, SIP starts with Rs 500
Franklin India Low Duration Fund – Direct-Growth It is a short duration debt fund of the Franklin Templeton Mutual Fund. The fund was launched on January ... -
How to Buy Peloton Stock (PTON) – Forbes Advisor
Editorial Note: We earn a commission on partner links on Forbes Advisor. Commissions do not affect the opinions or ratings of our editors. At the start ... -
Vanguard will not limit the decisions of its active managers on Russia
People are seen at a booth of Vanguard Group at a fair during the INCLUSION fintech conference in Shanghai, China September 24, 2020. REUTERS/Cheng Leng Join ... -
I am 60 years old and I want to retire in two years. Should I use a financial adviser?
Getty Images/iStockphoto Question: I am 60 years old, I am single and I have no children. I’m well into seven figures with retirement savings, consisting of ... -
You may be subsidizing a colleague’s 401(k) fees
Kemal Yildirim | E+ | Getty Images You may unknowingly be subsidizing your colleagues’ 401(k) fees. The dynamic is a function of your 401(k) investments and ... -
Municipal CEF Market Update: Much Improved Valuation Profile
da-kuk/E+ via Getty Images This article was first published to Systematic Income subscribers and free trials on February 22. In our previous municipal sector update, we ... -
These 4 tax-saving mutual funds have delivered over 20% returns in 3 years
DSP Tax Saver – Direct Plan – Growth This is a Tax Saver Mutual Fund (ELSS) scheme of DSP Mutual Fund. It is a mid-size scheme ... -
FCP Franklin India Smaller Companies review: Sharp decline in performance
ET Wealth works with Value Research to analyze the best mutual funds. We look at key fund fundamentals, portfolio and performance to help you make an ... -
Why Values-Based Financial Planning is Powerful and Can Really Lead Every African American to Success
For African Americans, values-based financial planning can lead to success [Photo Credit Joshua Keter] Historically, financial planning has been an out of reach arena for many ... -
Bond funds hide as challenge to Fed’s inflation fight
Bond mutual funds have now seen two consecutive weeks of outflows totaling $30 billion, with exchange-traded funds adding another $10 billion. It might not seem like ... -
5 Differences Between Index Funds and Mutual Funds I’m Glad to Finally Know
I recently decided to ditch all of my individual stocks in favor of indices and mutual funds. However, I was curious: what exactly is the difference ... -
Building a better investment with fixed income funds
In recent years, the world has faced several challenges. Most pressing right now is the seemingly unmanageable coronavirus pandemic. In addition to its impact on investments, ... -
Debt funds: is the dynamic bond fund a smart bet?
When interest rates get tough, invest in short-term funds such as liquid funds and once rates become stable, invest in aggressive bond funds Debt fund investors ... -
Thrift Savings Plan to launch mutual funds, mobile app and other new features in 2022
The Thrift Savings Plan (TSP) will see several changes in the coming year, including a new mobile app, online chat support, electronic funds transfer and a ... -
Are you a retail investor? These tips can help you invest – Forbes Advisor INDIA
Retail investors are non-professional individual investors who invest on their own or through stockbroking firms. Recently, there has been an increase in the participation of retail ... -
Swan Global Investments Defined Risk Growth Fund Receives 5-Star™ Rating
DURANGO, Colorado–(BUSINESS WIRE)–Swan Global Investments (“Swan”), a specialist asset management firm with over 24 years of experience in hedged equity solutions, today announced that the Swan ... -
Business News | Stock and Equity Market News | Financial News
Search mutual fund quotes, news, net asset values Suzlon Energy INE040H01021, SUZLON, 532667 Zomato INE758T01015, ZOMATO, 543320 CDS INE467B01029, SDC, 532540 Wipro INE075A01022, WIPRO, 507685 ICICI ... -
3 Must-Have Mid-Cap Growth Mutual Funds for Sparkling Returns
For high yields, investors can choose mid-cap funds that carry less risk than small caps. Mid-cap funds are uncorked by larger market gyrations, making them ideal ... -
Different ways for NRIs to invest in India
In most cases, Non-Resident Indians (NRIs) have the same opportunities to invest in India as Resident Indians (RIs), and the tax treatment is almost equal. Constraints, ... -
This MorningStar 4-Star Bluechip Mutual Fund Returned Up To 70%
Kotak Bluechip Fund – Growth NAV Fund size Expense ratio ₹378.29 ₹3651.87Cr 2.11% *NAV as of January 21, 2022 The expenditure rate is 2.11%; which is ... -
Debt mutual fund: call rate, rising benchmark yield; What should your mutual fund strategy be?
Interbank overnight money rates hit their highest level in 21 months yesterday. The benchmark 10-year yield hit a two-year high on Monday. Most mutual fund investors ... -
Mutual funds and the securities market | Local company
T&T Securities and Exchange Commission EVERY new year, many people embark on a journey to increase their investment portfolio. The securities market offers individuals many different ... -
What are mutual fund ETFs, how to invest in them
ETFs or exchange-traded funds are mutual funds that are traded on an exchange. These are generally passively managed funds that track/replicate a particular index and are ... -
Should members of Congress be allowed to trade stocks? Missouri senator says no
ST. LOUIS-Missouri US Senator Josh Hawley is among several members introducing legislation that would severely restrict members of Congress’ ability to hold stock. The idea gained ... -
Ninepoint Announces Addition of Mutual Fund Category for Bitcoin ETF
Breadcrumb Links GlobeNewswire Author of the article: Content of the article TORONTO, January 12, 2022 (GLOBE NEWSWIRE) – Ninepoint Partners LP (” nine points “) is ... -
What is a quantitative fund? Is it good for the investment?
When is a quantitative fund? Quantitative funds are a type of mutual fund in which asset allocation, including stock selection, is determined by a set of ... -
These money and investing tips can guide you now that the stock is caught between a rock and a hard place
Don’t miss these best money and investing features: Stay on top of the latest investment trends. Sign up here to receive MarketWatch’s top mutual funds and ... -
Business News | Stock market and stock market news | Financial news
Search for quotes, news, net asset values of mutual funds Suzlon Energy INE040H01021, SUZLON, 532667 ICICI Bank INE090A01021, ICICIBANK, 532174 Yes Bank INE528G01035, OUIBANQUE, 532648 TataTeleservice ... -
Madison Investments Launches Sustainable Equity Fund | News
MADISON, Wisconsin, January 3, 2022 (GLOBE NEWSWIRE) – Madison Investments is pleased to announce the addition of a new sustainable fund to its line of risk-conscious ... -
Start Mutual Fund SIP in 5 Easy Steps
1. Define your investment objective Before investing in mutual funds, the first step is to analyze and identify your financial goals. Determine your goals and schedule ... -
Grayscale Ethereum Trust Institutional Investment Profile 2021 Q3: Cryptocurrency and Blockchain Report
DUBLIN, December 30, 2021 / PRNewswire / – The report “Grayscale Ethereum Trust (ETHE) Cryptocurrency Fund: Institutional Investment 2021 Q3” has been added to ResearchAndMarkets.com offer. ... -
3 reasons why your 401 (k) growth is stagnating
Saving for retirement in a 401 (k) is one of the smartest things you can do. This is because Social Security is unlikely to provide you ... -
3 Advantage Balanced Funds rated 5 stars by value research for SIP in 2022
My opinion Aggressive long-term investors who wish to invest in stocks for higher returns while limiting their losses in a market downturn can invest in balanced ... -
What should your mutual fund strategy be in 2022?
Prashant and Rashmi (names have changed) reviewed with us each year the progress of their financial goals, as they normally did and just as most of ... -
Expectations of the 2022 budget: standardize the taxation of debt securities and listed debt funds
While the minimum holding period for debt funds (listed or not) to qualify as long-term fixed assets is 36 months, that of direct investments in listed ... -
Caldwell Investment Management announces the year 2021
NOT FOR DISTRIBUTION TO UNITED STATES WIRE SERVICES OR FOR DISTRIBUTION IN THE UNITED STATES TORONTO, Dec. 17 2021 (GLOBE NEWSWIRE) – Caldwell Investment Management Ltd., ... -
Columbia Select Mid Cap Value Fund celebrates 20 years of existence
BOSTON–(COMMERCIAL THREAD) – Columbia Threadneedle Investments today announced that the Columbia Select Mid Cap Value Fund has celebrated its 20th anniversary. The Morningstar-rated five-star fund is ... -
Barings Mutual Funds now consolidated with MassMutual Funds
SPRINGFIELD, Mass .– (COMMERCIAL THREAD) – Massachusetts Mutual Life Insurance Company (MassMutual) today announced that the consolidation of Barings mutual funds with MassMutual Funds1 on MassMutual’s ... -
Prepare for an additional tax impact on large mutual fund payouts
Amid the greeting cards sent in the mail and inboxes this season, there’s a potentially not-so-kind greeting for some mutual fund investors: capital gains distributions. It’s ... -
Forget the cryptos! Some ETF providers are betting this $ 800 billion industry in 2024 is the new frontier of fund investing
Happy Thursday ETF Wrap readers! It’s a roller coaster ride on Wall Street. Stock markets were knocking on the door of a correction last week, after ... -
Caldwell Investment Management Announces Annual Special Distribution Scheduled for 2021 for Caldwell US Dividend Advantage Fund ETF
DO NOT DISTRIBUTE TO UNITED STATES PRESS WIRE SERVICES OR FOR DISTRIBUTION IN THE UNITED STATES TORONTO, Dec. 7 2021 (GLOBE NEWSWIRE) – Caldwell Investment Management ... -
How to invest HOA funds? – Company press
Question: HOAs are facing a financial problem with interest rates so low. My HOA and the vast majority of other HOAs play it safe with CDs ... -
11 best small-cap mutual funds, ETFs: Morningstar
Investors who are less exposed than they would like to small businesses can look to Morningstar’s Short List of Best Small Cap Mutual Funds and Exchange ... -
KraneShares announces stock split of European ETF KraneShares on carbon allocations (ticker: KEUA)
NEW YORK, November 29, 2021 / PRNewswire / – KraneShares, a leading ETF provider, has announced a split of three for one of the issued and ... -
These Money & Investing Tips Can Help A Tough Friday For Your Portfolio Become An Easier Monday
Don’t miss these best money and investing features: Sign up here to receive MarketWatch’s top mutual funds and ETF stories emailed weekly! INVESTMENT NEWS AND TRENDS ... -
A Deep Dive Into 5 Recent Mutual Fund Trends
The mutual fund industry’s assets under management (AUM) continued its upward trajectory and increased 1.6% in October to reach ??37 300 billion compared to ??36.7 trillion ... -
Stock market today: Dow shuts down, but turbulent technology trips the Nasdaq
The market continued its recent split, with cyclical sectors such as Energy (+ 3.0%) and Financials (+ 1.5%) building on yesterday’s gains while mega-stocks. Technological and ... -
things to be thankful for
Americans enter this holiday season in a generally decent financial position. That’s not quite the case, with rising inflation, labor shortages, container ship bottlenecks and other ... -
McKinsey-affiliated investment fund resolves SEC claim it lacked sufficient safeguards against misuse of inside information
A multibillion-dollar private equity fund affiliated with McKinsey & Co., the giant consulting firm, has settled regulatory claims that it failed to put in place adequate ... -
Dynamic Funds and BlackRock® Canada Announce Unitholder
TORONTO, November 17, 2021 (GLOBE NEWSWIRE) – BlackRock Asset Management Canada Limited (“BlackRock Canada”), an indirect wholly owned subsidiary of BlackRock, Inc. (“BlackRock”) (NYSE: BLK) and ... -
US regulators move closer to treasury market reforms
U.S. regulators have moved closer to the proposal for further reforms to the Treasury securities market as they continue to study the March 2020 disruptions triggered ... -
The evolution of ESG investing. Here is the continuation
photo by Prasit | instant | Getty Images Sustainable investing has become a priority as investors direct their cash to stocks based on so-called ESG factors, ... -
SEI’s Inner Circle Advisors Fund celebrates 30 years
OAKS, Pennsylvania., November 4, 2021 / PRNewswire / – SEI (NASDAQ: SEIC) today celebrated the 30th anniversary of its Advisors’ Inner Circle Fund® (AIC) series trust, ... -
US Securities and Exchange Commission Reviews Division Releases Observations of Registered Investment Firm Initiatives | Goodwin
Staff of the US Securities and Exchange Commission (“SEC”) Examinations Division (the “Division”) recently issued a risk alert highlighting observations of its “RIC initiatives” – over ... -
Dhanteras 2021: physical gold, digital gold, gold ETF, gold mutual fund or gold sovereign bonds? What to buy this Diwali? Check what the experts advise
Being the oldest method of investment, physical gold includes investment in gold bullion / coins and jewelry. Investing in bullion and coins is always profitable than ... -
Regret that you didn’t buy back the investments during the market peak? This is how much you could have saved
Markets have provided extraordinary returns since the March 2020 low. Over the past 18 months, BSE Sensex has gone from 25,981 to 60,000 in September. A ... -
New York Life Investments Partners with CBRE Investment Management to Launch MainStay CBRE Global Infrastructure Megatrends Fund
NEW YORK, October 27, 2021 / PRNewswire / – New York Life Investments today announced the launch of the MainStay CBRE Global Infrastructure Megatrends Fund (the ...
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