ICI data show the steady drop in mutual fund fees, even as the most popular 401(k) investment vehicle faces competition from cheaper CITs. Mutual fund fees have dropped by more than half so far this ...

For most mutual fund investors, the biggest drag on returns isn’t market volatility—it’s cost. New research reveals that over ...

Selling mutual funds? Choose the right cost basis method to manage taxes efficiently and maximize your gains. Explore ...

The US federal government’s Thrift Savings Plan ended April 2024 with $872 billion in assets serving more than 7 million participants—or one in every 25 workers in the United States. Our series of ...

Mutual funds continue to be among the most popular investing tools for both individual and professional investors who seek to ...

It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance. The best way ...

For equity mutual funds, LTCG applies if you hold the investment for more than 12 months. In that case, gains above Rs 1.25 ...

The investment seeks long-term growth of capital. The fund will invest varying percentages of its total assets in Real Estate Investment Trusts, Commodities-based securities, Various Fixed Income ...

Each individual has different financial needs. Thus, every investor has a unique investment plan. Some investors prefer investing in a lump sum, while others like to stagger their investments and use ...

The SBI Ultra Short Duration Fund Direct Plan Growth has an AUM of 15624.13 crores & has delivered CAGR of 6.04% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.35%.