A staple in employer-sponsored retirement plans, mutual funds can offer instant diversity for a portfolio. Here's a look at ...
Hartford Inflation Plus Fund (I Share) modestly underperformed the Bloomberg US TIPS 1-10 Year Index during the quarter. Read ...
Hartford Checks and Balances Fund (I Share) underperformed its blended benchmark and the Lipper Mixed-Asset Target Allocation ...
The basic job of a mutual fund is to take investors’ dollars and turn them into more dollars. The funds that have proved most successful have key things in common—they are large, low cost, and ...
A total of 64 new fund offerings (NFOs) documents have been filed so far this year, reflecting a significant year-on-year ...
Index mutual funds and exchange-traded funds have surged ahead of actively managed funds, capturing 51% of assets under management in 2024, the Investment Company Institute reported March 26.
The new rules aim to improve transparency, compliance, and investor protection. Here’s a breakdown of the key changes.
Industry report details decades-long trends in expense ratios, 2024 fee movements, and how shifts in advisor compensation ...
While both track a specific market index, they differ in structure, cost, and flexibility. Here’s how they compare.
Many experts and advisors have been suggesting to follow a diversified approach in mutual fund investing over the last few years.
Several studies have been conducted, more in the Western world, over the last several decades to find out if passive funds ...
Active mutual funds outperformed indices during market corrections, with small-cap funds leading the way due to stock ...
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