A debt fund is an investment pool, such as a mutual fund or exchange-traded fund, in which core holdings are fixed income investments.
Asset managers are taking a variety of approaches to offer their mutual fund strategies as exchange-traded funds. They seek to capitalize on ETF popularity in recent years. ETFs are generally a better ...
Forbes contributors publish independent expert analyses and insights. Many investors achieve their investment goals using just mutual funds because of their breadth of options, relatively low costs ...
A breakpoint in mutual funds is the investment level that reduces sales charges, offering larger investors discounts. Learn ...
AUM reflects how much money a mutual fund manages, not performance. Here’s how fund size affects costs, liquidity, risk and long-term investor outcomes.
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What is a money market fund?
A money market fund is a type of mutual fund that offers a low-risk and relatively liquid place to store your short-term savings. Because of their relatively low returns, money market funds aren’t ...
Precious metals and foreign stock funds realized the highest returns last year; plus, mutual funds moved closer to launching ETF share classes.
Some fund providers are converting mutual funds to ETFs to offer more tax-efficient investments. Generally, these conversions are a step in the right direction for investors. Relatively little effort ...
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