Fund information
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Mutual Fund Performance: Understanding Net-of-Fee Reporting
Are mutual fund performance numbers reported net of fees? In other words, is the reported performance of a mutual fund calculated after all expenses are taken out? The answer depends on how you defi
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Understanding Open-Ended Investment Companies (OEICs)
What Is an Open Ended Investment Company—OEIC? An open-ended investment company (OEIC) is a type of investment fund domiciled in the United Kingdom that is structured to invest in stocks and ot
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Class C Shares: Understanding Level Loads and Fees
What Is a Class C Share? Class C shares are a class of mutual fund share characterized by a level load that includes annual charges for fund marketing, distribution, and servicing, set at a fix
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Commingled Funds: Definition, Benefits & Institutional Use
What Is a Commingled Fund? A commingled fund is a portfolio consisting of assets from several accounts that are blended together. Commingled funds exist to reduce the costs of managing the cons
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Understanding Abnormal Returns: Definition & Significance
What Is an Abnormal Return? An abnormal return describes the unusually large profits or losses generated by a given investment or portfolio over a specified period. The performance diverges fro
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Diversify Investments with Mutual Funds: A Beginner's Guide
Investors and even some of the financial advisers often talk of a mutual fund as an investment product, as if that is an asset class in itself. They hardly realize the fact that mutual fund schemes
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FMP Debt Funds: Benefits & Tax Efficiency Explained
A close-ended debt fund that invests for a specific period of time and has low risk Investors looking for a debt exposure in their portfolio generally opt for traditional debt instruments like Bank F
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Decoding Mutual Fund Documents: A Beginner's Guide
Every mutual fund commercial ends with a few words of caution that read: Mutual Funds are subject to market risks - this bit is absolutely true and almost every investor knows this. However the latter
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Tax-Saving Mutual Funds: Smart Investments for Income Tax Savings
The most important factor in investment is the time period. You should know when and what kind of research has to be done before investing. As the idiom goes - haste makes waste - its is better to d
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6 Key Factors to Consider Before Investing in Mutual Funds
Now that you have decided to invest in a mutual fund, the next important step is to select a scheme or set of schemes that can help you meet your goals. Here we are providing you six points to conside
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Choosing the Right Mutual Fund Scheme: A Comprehensive Guide
Every investor has a reason to invest depending upon their various needs and financial goals. There is no one solution to all. In order to cater to a wide range of investor requirements, various typ
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Real Estate vs. Gold vs. Equities: A Balanced Investment Portfolio
Understand how to create a balanced portfolio using different asset classes When it comes to investing, the first question that comes to mind is - Invest in what? Every investor has
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Understanding Mutual Fund Offer Documents: A Beginner's Guide
Every mutual fund commercial ends with a few words of caution that read: Mutual Funds are subject to market risks - this bit is absolutely true and almost every investor knows this. However the latter
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Mutual Fund Risk Assessment: Understanding the Riskometer
The mutual fund riskometer is a simple representation of the risk a fund carries. Every mutual fund investment carries some level of risk. Most investors do not know these and either end up staying a
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Mutual Fund Investor Rights: Know Your Entitlements & Protections
Every mutual fund investor enjoys certain rights under Sebi’s laws and rules and fund houses are bound to extend those rights to their investors. Some fund houses, which are investor focused, ho
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Regular Mutual Fund Portfolio Reviews: 5 Key Reasons
Read ahead to know the importance of periodic mutual fund reviews. Reviewing your mutual portfolio is like a GPS tracker in a car. It ensures that you stay on track. Just as a car needs periodic mai
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Debunking Mutual Fund Myths: 5 Common Misconceptions
In our earlier article on investor awareness, we highlighted various advantages of investing in mutual funds like diversification, professional fund management and liquidity. However, there are cert
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Understanding Mutual Funds: Types & Investment Strategies
In this investor awareness series, we have spoken about the importance of asset allocation, we busted a few myths around mutual funds and also helped you understand Systematic Investment Plans. In t
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SIP Mistakes to Avoid: Maximize Your Returns
A systematic investment plan (SIP) allows disciplined investments (recommended in small amounts) at regular intervals (recommended monthly) to yield high returns over a long period of time. Rather t
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The Importance of Long-Term Investing: Building Wealth Over Time
Time plays a vital role in choosing the investment strategy. Fluctuating markets reflect promising returns and many of us get attracted by short-term numbers showing high gains. Markets act differen
Fund information
- Crude Oil ETFs: A Beginner's Guide to Investing
- ETF Trading Strategies: 4 Tips for Successful Investing
- Mutual Fund Performance: Understanding Net-of-Fee Reporting
- Mutual Fund Order Execution: Timing & How It Works
- Maximize Your ETF Investments: A Comprehensive Guide
- Blend Funds: A Comprehensive Guide to Value & Growth Stock Diversification
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Fair Rent Sharing Strategies for RoommatesDividing rent among roommates can involve simple math and painless negotiations. For example, if you find a three-bedroom rental and share a single bathroom with two other roommates, you each can chip...
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Understanding One-Time Charges: Definition & Financial ImpactA one-time charge, or non-recurring item, is a line item that is reported on the financial statements of a firm on an irregular basis. It is unrelated to a firm’s normal business operation...
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Millennials are Saving for Retirement Earlier Than Previous Generations | Bank of AmericaMillennials can get a bad rap for how they handle money, but according to a new study, young people are beginning to stash away money for retirement earlier than previous generations. Published on Thu...
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Japan Loans for Foreigners: A Comprehensive GuideObtaining a loan in Japan is difficult, but not impossible. Obtaining a loan in Japan can be a trying experience even for a Japanese citizen. If you're a non-Japanese resident, the proces...