Now hitting your mailbox with an unwelcome thud: the year-end mutual-fund statement. Row after row, column after column, the report outlines in excruciating detail how at least the stock portion of ...

The third quarter of the financial year just ended, and investors are starting to get their latest mutual fund statements. If you're about to check yours, you might want to sit down first. What is not ...

In general, a mutual fund itself is not taxed if it distributes substantially all of its income (at least 98 percent) to its shareholders. The shareholders must report mutual fund distributions as ...

(March 22 – 12:40 ET) – Overall mutual fund statements have improved since 1999. According to an evaluation by financial services research firm DALBAR , statements look better and do a better job at ...

A mutual fund wrap is a personal wealth management service that gives investors access to personalized advice and a large pool of mutual funds.

The other day I received a call from a client. This client is particularly sharp and has a solid understanding of the world of personal finance. He explained that he was having a problem with his ...

In a significant move to enhance investor protection and financial transparency, the Securities and Exchange Board of India (SEBI) has announced its collaboration with DigiLocker, a digital document ...

As the clock ticks down to the end of 2023, our minds turn to 2024, and what the future may hold. As we examine our investments and, perhaps, decide to change a few things or start something new, here ...

Total Expense Ratio shall now be the sum of BER, brokerage, regulatory levies and statutory levies,” the statement said.

This Article analyzes the conduct of mutual funds in shareholder litigation. We begin by reviewing the basic forms of shareholder litigation and the benefits such claims might offer mutual fund ...