It follows a four year investigation by state regulators. A four year investigation by state regulators has left…
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Closed-end fund investors seeking to build on solid 2024 returns
Despite their unique packaging, active management and cultish following, closed-end funds (CEFs) are still comprised of stocks and bonds like…
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Is GAMDX a Strong Bond Fund Right Now?
Looking for an International Bond – Emerging fund? You may want to consider Goldman Sachs Local Emerging Markets Debt A…
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Is Artisan International Fund Investor (ARTIX) a Strong Mutual Fund Pick Right Now?
On the lookout for a Non US – Equity fund? Starting with Artisan International Fund Investor (ARTIX) should not be…
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State Regulators Fine Edward Jones $17 Million for Mutual Fund Overcharges
Edward D. Jones & Co. has agreed to pay $17 million to settle charges from multiple state securities regulators that…
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HK mutual funds drive mainland offshore investments
People walk past Exchange Square, which houses the Hong Kong Stock Exchange, in Central, Hong Kong, Jan 5, 2024. (SHAMIM…
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State regulators strike $17M settlement with Edward Jones
State regulators have reached a $17 million settlement with Edward Jones over its advisors charging commissions for mutual fund sales…
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Best tax saving mutual funds or ELSS to invest in January 2025
Most taxpayers make their investments in the last three months of the financial year (January-March). Most of them look for…
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3 Mutual Funds to Buy on Robust Growth in Semiconductor Sales
Semiconductor sales have been soaring at a solid pace over the past few months after an unimpressive start to 2024…
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Pot Kettle Black: Active Funds and the Index Concentration Argument
The chart below plots the returns of two investments. One’s an active stock fund (returns shown before fees), the other…
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