Fund information
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MFDA: Understanding Canada's Mutual Fund Industry Regulator
What Is the Mutual Fund Dealers Association? The Mutual Fund Dealers Association of Canada (MFDA) is a self-regulatory organization (SRO) that oversees the Canadian mutual fund industry as
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Understanding Non-Registered Investment Accounts in Canada
What is a Non-Registered Account (Canada)? Non-registered accounts are taxable investment accounts available to Canadian citizens. As the name suggests, it is not registered with the Canadian f
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Morningstar: Independent Mutual Fund Research & Analysis
Investors who enter the mutual fund market are often confronted with a bewildering array of information and jargon that leaves them unsure of where to begin. Mutual fund websites are filled with inf
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Mutual Funds vs. ETFs: When to Switch for Better Returns & Lower Costs
Mutual funds have long been a popular choice for many investors because of the wide range of options available and the automatic diversification they offer. However, depending on what you want to ge
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Exchange-Traded Mutual Funds (ETMFs): A Comprehensive Guide
What Is an Exchange-Traded Mutual Fund (ETMF)? An exchange-traded mutual fund (ETMF) is an exchange-traded security that is a hybrid between an exchange-traded fund (ETF) and an open-end mutual
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Managed Payout Funds vs. Annuities: A Comprehensive Comparison
One of the key benefits that annuities can provide investors is a guaranteed stream of income for life. But this guarantee comes at a cost because the investor effectively forfeits control of the mo
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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
Fund information
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Venmo Instant Transfer Fees Increasing: What You Need to KnowYou'll soon be paying more when...
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Retirement Savings Shortfall: Are Older Workers Prepared?Retirement costs soar amid rising prices, inflation concerns The Social Security Administration is considering raising retirement payments next year to offset rising inflation. FOX Business Lydia Hu w...
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Essential Financial Advice From Moms: Wisdom for Life's ChallengesClearly, it pays to listen to our mothers. Image source: Getty Images. ...
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Florida CFO Warns of Potential Financial Issues: Key ConcernsJoin the conversationLog in to comment on videos and join in on the fun. Watch Live TVWatch the live stream of Fox News and full episodes. Reduce eye strain and focus on the content that matters. V...