The Board believes that converting the Fund to an open-end mutual fund would be in the best interest of the Fund and its shareholders. For the past several quarters the Board has been evaluating ...
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Despite Inflation, This Retirement Cost Keeps on Falling
The rate of decline slowed last year. Many mutual funds and ETFs now charge an expense ratio below 0.05%. As a result, ratios ...
If you’re considering investing in a mutual fund or ETF, you might have heard the terms “open-end” and “closed-end” — and immediately scratched your head in confusion. Indeed, these are two distinct ...
The modern mutual fund industry turns 100 this year, and the fund that started it all is still in business. Back in 1924, the Massachusetts Investors Trust was a radical idea. It was an open-end fund ...
Q: A financial adviser has recommended that I invest in an institutional class of mutual funds, which requires a substantial initial investment. Should I invest in such a fund? A: The major advantage ...
Given how fear and greed affect stock prices, it can feel rare to witness financial markets behaving rationally. But the shift in assets from high-cost mutual funds to low-cost exchange-traded funds ...
More than half of financial advisors now say they prefer ETFs over mutual funds if the same strategies are available from their favorite asset managers. Chalk it up to exchange-traded funds’ lower ...
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