Fund information
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Mutual Funds & Compound Interest: Understanding the Connection
Mutual funds are popular vehicles that pool together money collected from investors. This capital is then invested in securities and assets—stocks, bonds, cash, money market vehicles, and others—bas
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Money Market Funds: Understanding Enhanced Safety with Rule 2a-7
At their inception in the 1970s, money market funds were marketed as safe investments. Essentially, their pitch was this: If your investments in the stock market are keeping you from sleeping at nig
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Mutual Fund Capital Gains Distributions: Frequency & Understanding
The frequency with which mutual funds pay capital gains varies. However, funds that generate a profit within a given year are required to distribute gains to shareholders at least once annually.
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Mutual Fund C Shares vs. A & B: Understanding the Differences
Class C shares are a type of mutual fund shares. Mutual fund shares are divided up into three classes: Class A shares, Class B shares, and Class C shares. Each class of mutual fund shares is disting
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Calculate Mutual Fund Cost Basis: A Comprehensive Guide
Investors must pay taxes on any investment gains they realize. Subsequently, any capital gain realized by an investor over the course of a year must be identified when they file their income taxes.
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Understanding the Rise of Mutual Funds: Benefits & Popularity
Mutual funds have become an incredibly popular option for a wide variety of investors. This is primarily due to the automatic diversification they offer, as well as the advantages of professional ma
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Effective Mutual Fund Portfolio Strategies: A Comprehensive Guide
Once youve built your portfolio of mutual funds, youll need to know how to maintain it by employing a mutual fund investment strategy. Lets review four popular strategies. The Wing-It Strategy
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Understanding Mutual Fund Dividends: How They Work
There are literally thousands of mutual funds out there to choose from, and most share the basic characteristics that have made them a popular investment option: Among them are liquidity, diversific
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Selling Mutual Funds: A Guide for Financial Professionals
Mutual funds can make excellent additions to your clients portfolios, yet many people—especially those new to investing—arent familiar with mutual funds or what they entail. As a professiona
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Understanding Market Cap Mutual Funds: A Comprehensive Guide
Mutual funds seek to align strategies with specific market segments, outlined for investors in the funds prospectus. Many popular funds focus on a broad index, such as the SP-500 or Russell-2000, wh
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Choosing the Right Mutual Fund: A Comprehensive Guide for Investors
Over the past few decades, mutual funds have become an increasingly popular investment vehicle. Investors who take part in a company-sponsored retirement plan or who have an individua
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Understanding Capital Gains Distributions: A Comprehensive Guide
What Is a Capital Gains Distribution? A capital gains distribution is a payment by a mutual fund or an exchange traded fund (ETF) of a portion of the proceeds from the funds sales of stocks and
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Navigating Recession: 8 Investment Fund Types for Stability
The herd instinct kicks into overdrive when mutual fund investors hear the word "recession" and news reports show stock prices dropping. Fears of further declines and mounting losses chase i
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Understanding Mutual Fund Share Classes: Fees & Costs
In mutual fund investing, the old adage that high costs indicate quality couldnt be further from the truth. There is no proof that paying a higher fee results in higher returns. If anything, the mut
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Commercial Paper: A Beginner's Guide to Short-Term Debt
The world of fixed-income securities can be divided into two main categories. Capital markets consist of securities with maturities of more than 270 days, while the money market comprises all fixed-
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Market Neutral Investing: Strategies & Benefits | [Your Company Name]
What Is Market Neutral? A market-neutral strategy is a type of investment strategy undertaken by an investor or an investment manager that seeks to profit from both increasing and decreasing pr
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Mutual Fund Redemption: When to Sell & Avoid Losses
If your mutual fund is yielding a lower return than you anticipated, you may be tempted to cash in your fund units and invest your money elsewhere. The rate of return of other funds may look enticin
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Amazon (AMZN) Stock: Top Mutual Fund Holders & Investment Insights
Founded in 1994 as an online bookstore, Amazon.com Inc. (NASDAQ: AMZN) has become the largest Internet-based retailer in the world. The company has also branched out into cloud computing, electronic
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Unit Investment Trusts (UITs): A Comprehensive Guide
What Is a Unit Investment Trust (UIT)? A unit investment trust (UIT) is an investment company that offers a fixed portfolio, generally of stocks and bonds, as redeemable units to investors for
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Mutual Funds: Understanding Investments Beyond Stocks
Mutual funds invest in stocks, but certain types also invest in government and corporate bonds. Stocks are subject to the whims of the market and thus offer a higher return potential than bonds, but
Fund information
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Healthy & Kid-Approved Lunchbox Ideas: 35 TipsAbout four in 10 elementary school students bring lunch from home. But its not likely to be a good one, according to a 2014 study from Tufts University. Not one of the lunchboxes examined met al...
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Portfolio Diversification: Reduce Risk & Enhance ReturnsDiversification is a technique of allocating portfolio resources or capital to a mix of different investments. The ultimate goal of diversification is to reduce the volatilityVIXThe Chicago Board Opti...
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FTSE 100 Surges to Near Record High Despite Economic UncertaintyThe UK’s index of leading companies, the FTSE 100, has broken the 7,000 points barrier and is approaching all-time highs at what might look like a deeply fragil...
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Stash Review: Investing Made Accessible & PersonalizedAre you looking for an app that gives you the freedom to maximize your investments? Maybe you want an app that will help you put your money in investments that resonate with personal interests? Then, ...