Mutual fund factsheets offer more than just past performance ... The sharpe ratio isn't a standalone metric—it gains meaning when viewed in the context of the fund's investment universe ...

GROSS CHURN BY MUTUAL FUNDS IN FEBRUARY 2025. The month of February 2025 saw domestic equity funds getting sharply lower net ...

First, ETFs are usually more passively managed, whereas most mutual funds are more actively managed, meaning the fund manager can add or remove stocks at will based on ongoing market analysis.

Private pension fund managers in Romania will be allowed to invest up to 10% of their assets in mutual funds, compared to the ...

What Is an Example of a Fund? An example of a fund is a mutual fund. Mutual funds accept money from investors and use that money to invest in a variety of assets. Mutual funds have managers that ...

Hedge funds in the U.S. are typically only open to accredited investors, meaning those ... roughly 1% for active mutual funds) and a 20% performance fee if the fund does well (which mutual funds ...

MUMBAI: The Securities and Exchange Board of India (Sebi) is set to shake up the mutual fund space with a bold ... rules around portfolio concentration, meaning PMS strategies will continue ...

Investors considering investment into smallcap funds for a long term can expect a higher return beating the benchmark- simply meaning these funds can generate alpha. In this smallcap fund from the ...

Mutual fund investors benefit from capital appreciation ... An equity security is simply equity ownership of a company, meaning you own a portion of a company. This most commonly translates ...

The British Columbia Court of Appeal has granted certification for a class action against HSBC alleging misrepresentation of mutual fund management ... employing a “closet indexing” strategy, meaning ...

"Savvy investors understand the importance of keeping your costs low and your options open, and Fidelity funds have become popular because they offer just that," says Andrew Latha ...

Learn more about whether KKR & Co. Inc. or The Charles Schwab Corporation is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.