We list out half a dozen value mutual funds which have delivered over 12 percent compound annual growth rate (CAGR) return in ...

Despite consistent dividends since inception, Guggenheim Strategic Opportunities Fund's earnings haven't fully supported distributions, relying heavily on return ... an average rate of 2.9% ...

Any search starting with the word 'best' or ‘top’ is unlikely to offer you the best solution. You should always choose a ...

With the market stacking two back-to-back years of ~25% returns, we thought this would be a good time to remind investors that they shouldn’t expect these types of returns forever.

Growing your wealth with individual stocks requires extensive research and comes with considerable risk. A mutual fund allows you to pool your money with other investors to buy stocks, bonds and ...

Here are seven of the best Charles Schwab mutual funds that currently hold a four- or five-star overall Morningstar rating: ...

History supports the notion that small-cap stocks are headed for a period of outperformance. The small-cap Russell 2000 ...

The same names top the list in FHOFX as you'd find in an S&P 500 list. These include Apple Inc. ( AAPL ), Nvidia Corp. ( NVDA ...

For most active investment managers, the goal is clear: to achieve consistently strong, long-term outperformance in any ...

The market regulator has asked mutual funds to disclose ... (Portfolio Rate of Returns less Benchmark Rate of Returns) / Standard Deviation of Excess Return. In this, Excess Return will be the ...

Best SIP Return: A plethora of small-cap funds have given stellar returns in ... route. With this rate of return, if someone had invested ₹100 daily or Rs 3,000 monthly through SIP since its ...

Did your mutual ... funds tracked by investment researcher Morningstar. In calendar 2024, just 13.2% of these investments beat the S&P 500 SPX. Their average gain was 13.5%, barely half the 25% ...