Lost track of inactive mutual funds? Sebi plans search platform
MUMBAI: Markets regulator Sebi plans to set up a portal through which investors can trace their mutual fund investments that they may have lost track of for several…
Good News for ETF Investors: Capital Gains Distributions Remain Low
Key Takeaways This year, more ETFs are paying out capital gains than in 2022 and 2023. Nonetheless, ETFs remain more tax-efficient than mutual funds. Most ETFs that expect…
Balancing Core & Satellite Funds
Considered your portfolio structure lately? A new year looms, and investors may want to consider their overall investment structure. When investing with ETFs and mutual funds, especially, understanding…
ETFs will soon beat mutual funds among financial advisor holdings, report finds – NBC 5 Dallas-Fort Worth
Financial advisors expect to hold more client assets in exchange-traded funds than mutual funds by 2026, for the first time, according to Cerulli Associates. ETFs generally have certain…
3 Large-Cap Value Funds to Buy as Volatility Returns to Markets
Volatility has returned to Wall Street, with the post-election euphoria ebbing over the past week as fresh data showed inflation rising more than expected in November. The Federal…
The 10 Biggest Fund Upgrades of 2024
Our Morningstar Medalist Ratings look at long-term fundamentals. We aren’t trying to call the next six months. Rather, we focus on key attributes like investment personnel, strategy, fund…
Mutual fund flips to ETFs hit a record in 2024
But even after an epic year with more ETF conversions expected, one expert argues mutual funds will always have a place. New exchange-traded funds riding buzzy investment themes…
Buy These 3 Balanced Mutual Funds for Marvelous Returns
Balanced funds offer investors the convenience of buying into a single fund rather than holding both equity and bond funds. This category of funds also reduces a portfolio’s…
Is BFRAX a Strong Bond Fund Right Now?
On the lookout for a Diversified Bonds fund? Starting with BlackRock Floating Rate Income A (BFRAX) is one possibility. BFRAX has a Zacks Mutual Fund Rank of 2…
Is AHITX a Strong Bond Fund Right Now?
Any investors hoping to find a High Yield – Bonds fund could think about starting with American Funds High Income Trust A (AHITX). AHITX bears a Zacks Mutual…