To add a further complication, many of these funds are leveraged: They borrow money at short-term rates to buy long-term bonds. So if the Fed resumes cutting rates any time soon the funds would get a ...

Consider the nearly 3,900 actively managed U.S. equity mutual funds and exchange-traded funds tracked by investment researcher Morningstar. In calendar 2024, just 13.2% of these investments beat the S ...

Mutual funds have become a popular investment vehicle due to their potential for diversification, professional management, ...

The financial industry is experiencing a transformative moment as it navigates the intersection between traditional financial ...

Microsoft started the new year with a small gain year to date, then lost it. On Tuesday, shares had a tough time keeping up ...

Currently, the spread between 10-year SDLs and the benchmark 10-year central government bond is 38 basis points. Given the ...

One of the primary drivers is the significantly lower expense ratios offered by index funds and ETFs compared to active funds ...

The Value Plus Fund was down 1.79% in the fourth quarter, compared with the 1.06% loss for the Russell 2000® Value Index.

The Mid Cap Value portfolio was down 5.50% in the fourth quarter, trailing the Russell Midcap® Value Index, which fell 1.75%.

"In the US, the bond market is three to four times the size of the loan market, while in India, it’s the reverse. In the US, ...

What follows are five of the best no-load mutual funds. Morningstar analysts have awarded each their highest rankings of five ...

Online trading platforms let you invest in securities like stocks, bonds, ETFs and mutual funds so you can build an ...