Baron Asset Fund underperformed for a second consecutive quarter as U.S. equities continued their strong rally from the ...
The fund has returned 6.89 percent over the past year, 5.57 percent over the past three years, 0.27 percent over the past five years and 1.53 percent over the past decade. The fund focuses on mortgage ...
The fund has returned 7.15 percent over the past year, 6.05 percent over the past three years and 0.62 percent over the past five years.
Catastrophe bond investment funds in the UCITS format have continued to deliver strong returns for their investors through ...
If you've been stuck searching for Global - Equity funds, consider American Funds New Perspective F1 (NPFFX) as a possibility. NPFFX bears a Zacks Mutual Fund Rank of 2 (Buy), which is based on ...
The performance of actively managed mutual funds and ETFs dropped significantly over the past 12 months compared with comparable passive funds, according to a Morningstar report. The Morningstar ...
The search for investment managers who can consistently deliver alpha has become finance's equivalent of the Holy Grail quest. Just as medieval knights pursued miraculous powers, modern investors ...
With that as the backdrop, here's a closer look at three simple index-based exchange-traded funds (ETFs) that millionaire-minded investors can buy today and hold on to indefinitely. The ETF's managers ...
Popple, a 59-year-old psychologist, is hired by top trading firms to assess senior recruits and weed out those unlikely to ...
As Morningstar begins formal coverage of semiliquid funds, nearly all of which focus on some segment of private markets, one nagging question is: How should investors gauge a fund’s performance? When ...
Who doesn’t love a winner? Therein lies the problem for fund investors. The “winner” I’m referring to in this case is the fund that tops the market. In general, winning sparks interest, with ...
In a groundbreaking proposal, India's Securities and Exchange Board (Sebi) is set to reform mutual fund regulations. One of the standout suggestions is the implementation of performance-based expense ...