Mutual Fund Portfolio: Mutual funds have become a popular and easy way to invest today. It allows you to start with a small ...
India's mutual fund industry's AUM surpassed Rs 81 lakh crore in January 2026, with investor folios rising to 26.63 crore.
Acquired fund fees and expenses (AFFE) are costs associated with the underlying funds in a fund of funds (FOF), required to be disclosed in their prospectus. AFFE became a mandatory disclosure in 2007 ...
Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered Market Technician (CMT). Rights of accumulation (ROA) allow mutual fund investors to receive lower sales ...
Investors are often obsessed with finding the best mutual fund, but even with thorough research, picking a winner ahead of time is extremely difficult. Survivorship bias means investors only see the ...
The investor shift away from mutual funds to exchange-traded funds has eroded an important revenue stream for brokerage firms. Susan Bao’s large-cap JPMorgan fund has outperformed the S&P 500 over ...
The Vanguard Value Index Fund focuses on large-cap stocks that produce value instead of growth. This fund is closed to new investors, but the Admiral shares version can be purchased for a minimum of ...
Farran Powell is the managing editor of investing at Forbes Advisor. She was previously the assistant managing editor of investing at U.S. News & World Report. Her work has appeared in numerous ...
Alana Benson is an investing writer who joined NerdWallet in 2019. She covers a wide variety of investing topics including stocks, socially responsible investing, cryptocurrency, mutual funds, HSAs ...
Deutsche Börse's Allfunds deal, structured with a reduced cash component, improves balance sheet flexibility. Read why DBOEY ...
Farran Powell is the managing editor of investing at Forbes Advisor. She was previously the assistant managing editor of investing at U.S. News & World Report. Her work has appeared in numerous ...
Index funds mirror market indexes, offering an easy, cost-effective investment method. Choosing an index fund involves comparing expense ratios to minimize costs. Index funds enable diversified ...