Mutual funds piled into stocks in the fourth quarter in a catch-up move, according to Barclays. "US equity mutual funds scrambled to extend US equity exposure in December after getting caught lightly ...

For equity mutual funds, LTCG applies if you hold the investment for more than 12 months. In that case, gains above Rs 1.25 ...

Investors are doing well for themselves when it comes to fees. Over the last 20 years, the average fee paid by fund investors has more than halved—from 0.87% in 2004 to 0.36% in 2023. Because fees ...

Investing in mutual funds is set to become easier and more accessible across the country. The Department of Posts (DoP), under the Ministry of Communications, has signed a landmark agreement with the ...

The US federal government’s Thrift Savings Plan ended April 2024 with $872 billion in assets serving more than 7 million participants—or one in every 25 workers in the United States. Our series of ...

Fidelity is among the top five largest fund families in the world. The brand has a strong reputation in no-transaction-fee funds with low expense ratios that provide access to popular market segments.

📰 New Mutual Fund KYC Rules Bring Major Convenience to Investors In a significant move aimed at simplifying the investment process, mutual fund investors in India will now be able to complete their ...

Liquid funds serve three purposes: emergency corpus, short-term goals under 3 years, and parking surplus cash. They offer ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

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 ...