Learn how index funds invest in market indexes like the S&P 500 for broad diversification and market performance replication.

Parents can invest in mutual funds for minors, with the child as the sole holder, managed by a guardian. Upon turning 18, ...

A focused fund is a mutual fund concentrated on a limited set of stocks or bonds with specific characteristics. Learn how it works and discover real-world examples.

Wondering how FXAIX and VOO stack up? You aren’t alone. To help, here is an explanation of the key differences between the ...

Forbes contributors publish independent expert analyses and insights. Many investors achieve their investment goals using just mutual funds because of their breadth of options, relatively low costs ...

The revised LTCG tax framework introduced in Budget 2024 has quietly increased the tax burden on salaried mutual fund ...

Asset managers are taking a variety of approaches to offer their mutual fund strategies as exchange-traded funds. They seek to capitalize on ETF popularity in recent years. ETFs are generally a better ...

You invest in mutual funds to grow wealth… but what if your money could also lend you money? Most investors think mutual ...

India’s market regulator Securities and Exchange Board of India (SEBI) has rolled out the most far-reaching overhaul of ...

As investors tire of crowded portfolios and average returns, concentrated equity funds are drawing attention for their clarity, conviction, and willingness to take sharper bets.

The fund will be actively managed and will draw from SBI Mutual Fund’s internal research universe of around 450 stocks, covered by a team of about 25 equity analysts.