Mutual funds in India have seen significant growth, with AUM rising from ₹10.90 trillion in 2014 to ₹68.08 trillion by 2024.

Consider the nearly 3,900 actively managed U.S. equity mutual funds and exchange-traded funds tracked by investment researcher Morningstar. In calendar 2024, just 13.2% of these investments beat the S ...

Note: Some mutual funds offer different share classes (usually A, B, and C). Different share classes incur different fees at different times, so it’s important for investors to choose the ...

A first-rate mutual fund portfolio is diversified ... you won’t owe an advisory fee. But if you choose to reenroll in Vanguard Digital Advisor during or after your fee-waiver period, you ...

Experts suggest that an established fund with a long history of performance, which has undergone bull and bear runs and ...

Investors can access passive strategies through two different investment products: mutual funds and exchange-traded funds. One product isn’t better than the other; choosing the right wrapper ...

Becoming a crorepati is a financial milestone that many aspire to achieve. While traditional savings methods may not be ...

Choosing ESG funds can help align your investments ... We’ve included both active and passive ESG funds in our listing. Active ESG mutual funds and ETFs conduct their own research to identify ...

Buying mutual fund shares can be done as a one-off transaction, or investors can choose to accumulate more mutual funds shares over time. Thus, we turn to systematic investment plans as a way to ...

Claire's expertise lies in corporate finance & accounting, mutual funds, retirement planning, and technical analysis. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee ...