ICI data show the steady drop in mutual fund fees, even as the most popular 401(k) investment vehicle faces competition from cheaper CITs. Mutual fund fees have dropped by more than half so far this ...

Selling mutual funds? Choose the right cost basis method to manage taxes efficiently and maximize your gains. Explore ...

For most mutual fund investors, the biggest drag on returns isn’t market volatility—it’s cost. New research reveals that over ...

Mutual funds continue to be among the most popular investing tools for both individual and professional investors who seek to ...

The US federal government’s Thrift Savings Plan ended April 2024 with $872 billion in assets serving more than 7 million participants—or one in every 25 workers in the United States. Our series of ...

As part of the TSP Modernization Act of 2017, the federal government's Thrift Savings Plan (TSP) has introduced a significant update that holds considerable promise for both government employees and ...

For equity mutual funds, LTCG applies if you hold the investment for more than 12 months. In that case, gains above Rs 1.25 ...

The investment seeks long-term growth of capital. The fund will invest varying percentages of its total assets in Real Estate Investment Trusts, Commodities-based securities, Various Fixed Income ...

Each individual has different financial needs. Thus, every investor has a unique investment plan. Some investors prefer investing in a lump sum, while others like to stagger their investments and use ...

The scheme holds a concentrated portfolio of 24 stocks, with the top 10 holdings accounting for 84.07% of the AUM. Its top ...

The SBI Ultra Short Duration Fund Direct Plan Growth has an AUM of 15624.13 crores & has delivered CAGR of 6.04% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.35%.