This article argues that evaluating mutual fund managers solely on returns is flawed, akin to judging a cricketer only by ...

With that in mind, let's dive deeper into the top holdings. LVHD holds 121 stocks, and its top 10 holdings represent 25.19% ...

In other words, don't take your portfolio entirely to cash just because stocks are back at all-time highs. When looking at historical data, there is barely a difference between forward returns over ...

Everyone in the investment industry wants a slice of your returns. That's why, as a long-term buy-and-hold investor, it pays to follow a few basic rules when picking mutual funds. Start by choosing ...

Xtrackers Short Duration High Yield Bond ETF delivers a 7% yield from a diversified portfolio of junk bonds with less than 5 ...

Personal Finance: In this video, we break down the concept of the turnover ratio in mutual funds—what it is, how it’s calculated, and why it’s important for investors. Whether you're a ...

Negative Relationship These ratios are also negatively, or inversely, related. This means when one increases, the other decreases; a rising asset turnover results in a declining capital intensity ...

Uncover the impact of investment fees like expense ratios and advisory fees on your returns. Learn how these "fee drags" can significantly reduce your wealth.

Arundo Re, the French reinsurance company majority-owned by SMABTP, MACSF, and CCR, generated turnover of €1.361 billion in 2024, an increase of 15% year-on-year, as the company’s undiscounted ...

However, a lesser-known but equally significant metric is the Portfolio Turnover Ratio (PTR). This article delves into what the portfolio turnover ratio is, how it impacts mutual fund returns, and ...

With a loss of 4.5% during December, the Model Shadow Stock Portfolio ended 2024 in the red, down 4.7%.