The Division of Investment Management’s Disclosure Review and Accounting Office (DRAO) recently published an Accounting and Disclosure ...

A 12b-1 fee is an annual marketing or distribution fee on a mutual fund charged to investors. It is generally between 0.25% and 0.75% (the maximum allowed) of a fund's net assets and must be disclosed ...

As with any other investment, you need to do your homework before investing in a mutual fund. Not every fund is a good investment. To separate the wheat from the chaff, your research must look beyond ...

With the market stacking two back-to-back years of ~25% returns, we thought this would be a good time to remind investors that they shouldn’t expect these types of returns forever.

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not ...

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not ...

Forbes Advisor has compiled this history as a handy guide to the course of the federal funds rate and the Federal Reserve’s monetary policy decisions since 1990. The federal funds rate is the ...

Index funds are mutual funds that seek only to mirror the performance of an underlying stock market index — not to outperform it. Millions of investors hold them in their portfolios because they ...

One of the best instruments in this segment is Mutual Funds. While there are numerous investment options for you to explore, most experienced financial advisors advise investing in mutual funds.

China is guiding local mutual funds and insurers to boost their stock purchases in the government’s latest initiative to shore up its ailing equity market as it confronts the threat of higher ...

Goldman Sachs CEO David Solomon pointed out that one of the many use case of AI in banking could be to help with writing financial documents. Goldman Sachs CEO David Solomon said investment banks ...

This document has been published in the Federal Register. Use the PDF linked in the document sidebar for the official electronic format.