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.

Discover the importance and benefits of rolling returns, and how investors could use them for better decision-making.

Regular Plan as an illustration, Nilesh Shah highlighted how arbitrage funds, despite delivering modest returns, contribute ...

The US Securities and Exchange Commission is making it easier for everyday investors to access semiliquid funds like interval or tender offer funds that invest in private equity or other private funds ...

Discover how relative value funds use strategies like pairs trading to exploit mispricings, aiming to exceed benchmarks.

In the latest edition of its annual look at dollar-weighted and time-weighted returns of over 25,000 individual U.S. open-end funds and ETFs, Morningstar found that investors continue to miss out on ...

The latest data from Chant West reveals that Australian superannuation funds have delivered impressive returns for the 2025 financial year. Despite a turbulent second half of the year, where global ...

Cornerstone Total Return Fund is downgraded to Hold due to its current 23% premium and potential upcoming rights offering. CRF offers a high 17.6% yield via a managed distribution policy, with ...

Each Fund’s distribution policy provides for the resetting of the monthly distribution amount per share (“Distribution Amount”) annually, based on each Fund’s net asset value on the last business day ...

Each Fund’s distribution policy provides for the resetting of the monthly distribution amount per share (“Distribution Amount”) annually, based on each Fund’s net asset value on the last business day ...