Discover essential metrics like alpha, beta, and Sharpe ratio for evaluating mutual fund risk-return tradeoffs. Learn how to assess potential returns and risks effectively.

Past returns often dominate mutual fund discussions, but they don’t tell the full story. Understanding risk, consistency and ...

The stock market dropped significantly on Sep 9, only to bounce back yesterday. Such volatility is the result of the Fed's ambiguous stance regarding monetary tightening measures. To top it, profit ...

Recent market volatility is getting investors and advisors thinking anew about divorcing themselves from beta. Interest in low-volatility products has surged lately, but these strategies only mitigate ...

The investment seeks to provide long-term capital growth. . The fund primarily seeks to achieve its investment objective by investing in a diversified portfolio of global equity asset classes (the ...

Discover what Information Ratio in mutual funds means, how it is calculated, its importance, examples, and limitations. A ...

U.S. stocks had a rocky start to April, courtesy of the coronavirus pandemic. The three major indices posted declines of at least 4% at the start of a fresh quarter. The Dow, the S&P 500 and the ...

All the three key indexes registered strong declines on Feb 5, with both the Dow and the S&P 500 closing in the red for the year. Rise in bond yields continued to have a broad-based negative impact on ...

Small Cap Blend fund seekers should consider taking a look at Vanguard Tax-Managed Small Cap Investor (VTMSX). VTMSX possesses a Zacks Mutual Fund Rank of 2 (Buy), which is based on various ...

Mutual fund feeds and expenses are charges that may be incurred by investors who hold mutual funds. Running a mutual fund involves costs, including shareholder transaction costs, investment advisory ...