Warren Buffett may not invest in mutual funds himself, but his timeless principles—low costs, long-term focus, and emotional ...

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How the hedge fund industry is navigating choppy markets, geopolitical tensions, and artificial intelligence trends.

Sprott Focus Trust focuses on unique mid-cap, materials-heavy and offers a 7% distribution rate at a double-digit discount.

Portfolio manager Laura Mayfield says some individual investors “are focused on the dividend-yield return, but some might be ...

The active versus passive debate has been raging for the past two decades. The biggest issue with active funds is fees. No ...

FUND CHOICE Personal Finance asked Lebo Thubisi, head of manager research at Alexander Forbes, how a multi-manager achieves diversification in a multi-managed portfolio.

While some view MFs with disdain as products meant for the masses, they have clearly proven themselves across the board as a diversified, well-managed offering.

Active managers of equity funds fared the worst; actively managed bond funds performed better vs. their passive peers. Morningstar’s report is based on 4,297 funds that were operative last year.

The Eaton Vance Risk-Managed Diversified Equity Income Fund, $8.03 closing market price, was built for this kind of a market. With its long-put options on the S&P 500 covering 96% of the closed ...

The report also divides funds within each category into quartiles based on their performance. For example, for Canadian equity funds in 2024, in which the S&P/TSX Composite index returned 21.7 per ...

Managed futures ETFs, the most liquid and typically cheapest vehicle, hold $2.9bn between the nine existing US funds, according to Morningstar, a more than tenfold increase since the start of 2020.