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James Chen, CMT is an expert trader, investment adviser, and global market strategist. A balanced fund is a mutual fund that typically contains a component of stocks and bonds. A mutual fund is a ...

Are you intrigued by the world of investing but are bewildered by the complex terminology surrounding financial instruments? If questions like "What is a mutual fund?" have left you scratching your ...

R-squared is a statistical measure that shows how similar a mutual fund’s performance is to its benchmark, such as the NSE ...

ETFs don’t offer fractional shares. Any fractional shares of the mutual fund held at the point of conversion will be redeemed and could result in a taxable gain ...

Vanguard is best known for being one of the most fee-friendly fund managers thanks to its unique cooperative structure. Shareholders of Vanguard's mutual funds are effectively the owners of ...

Value mutual funds have quietly emerged as powerful long-term wealth creators, turning ₹1 lakh into as much as ₹5 lakh over a ...

Mutual funds and ETFs (exchange-traded funds) are common investments for personal portfolios. ETFs, which are traded on exchanges like stocks, are generally considered more tax efficient than mutual ...

Alice Zhang is an Editor with Investopedia. She works on stories about business and impact investing. She is a Certified VITA Advanced Tax Preparer. Charlene Rhinehart is a CPA , CFE, chair of an ...

Gilt funds are a category of mutual funds that invest in government securities. These funds fall under the broader category of debt funds. To comprehend gilt funds, government securities need to be ...