A continuing shift to low fees, growing dominance of mega-managers, and the clamor for product innovation are set to reshape ...
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 ...
Granted one year does not a mutual fund make, but the fund is also beating the S&P over three, five and 10-year periods.
Though slow, changes are afoot when it comes to management-fee share.
The iShares Core High Dividend ETF (HDV) offers high yields and a low fee, but has some drawbacks that prevent it from excelling.
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 ...
Mutual of Omaha is a good option for Medigap plans if customer service is a high priority for you. However, it has average rates for most plan options. Mutual of Omaha has average to above-average ...
Mutual fund investors while zeroing in on a scheme looked only at returns often ignoring the risk involved. Wealth managers believe investors should also consider the risk being taken by the fund to ...
Index funds are mutual funds that seek only to mirror the ... They typically have lower fees and expense ratios, making them more affordable for investors. Additionally, their performance is ...
Money market mutual fund yields can change at any time due to the performance of the securities within the fund and overall market interest rates. An expense ratio refers to the operating costs it ...
Jamie Johnson is a Kansas City-based freelance writer. Her work has been featured on several of the top finance and business sites in the country, including Insider, USA Today, Bankrate, Rocket ...