Industry report details decades-long trends in expense ratios, 2024 fee movements, and how shifts in advisor compensation ...

A staple in employer-sponsored retirement plans, mutual funds can offer instant diversity for a portfolio. Here's a look at ...

We think Swiss Life has weak financial health. As of end-2024, we think Swiss Life had CHF 9.2 billion of debt on its balance sheet. This was made up of hybrid debt, senior debt, and bank loans and ...

Bond ETFs. Bond ETFs can invest in fixed-income securities issued by governments, municipalities, or corporations. These can ...

The Elon Musk-owned company said that it has to pay foreign governments for access to spectrum, import duties on Starlink equipment and other regulatory fees, which "artificially" inflate operating ...

Class C shares are the "no commitment" option of the mutual fund world. While they don't hit you with a big upfront fee as with A shares, they make up for it by charging higher ongoing fees ...

In the chart below, we can see how the recent sell-off in the fund may attract some investors who like to buy dips: Keep in mind that this does not include management fees, which further lower the ...

Fidelity offers $0 trading commissions, a selection of more than 3,300 no-transaction-fee mutual funds, top-notch research tools and a mobile platform. Its zero-fee index funds and strong customer ...

Taxation depends on the fund’s equity exposure. Equity-oriented hybrid funds. If the equity component is 65% or more, they are taxed similarly to equity mutual funds. Debt-oriented hybrid funds. If ...

Harvest Portfolios, Global X, Desjardins, and Mackenzie Investments have announced fund updates, including new ETFs, investment objective changes, and management fee adjustments. Harvest Portfolios ...