Now hitting your mailbox with an unwelcome thud: the year-end mutual-fund statement. Row after row, column after column, the report outlines in excruciating detail how at least the stock portion of ...

The third quarter of the financial year just ended, and investors are starting to get their latest mutual fund statements. If you're about to check yours, you might want to sit down first. What is not ...

(March 22 – 12:40 ET) – Overall mutual fund statements have improved since 1999. According to an evaluation by financial services research firm DALBAR , statements look better and do a better job at ...

In a significant move to enhance investor protection and financial transparency, the Securities and Exchange Board of India (SEBI) has announced its collaboration with DigiLocker, a digital document ...

The other day I received a call from a client. This client is particularly sharp and has a solid understanding of the world of personal finance. He explained that he was having a problem with his ...

Fidelity is among the top five largest fund families in the world. The brand has a strong reputation in no-transaction-fee funds with low expense ratios that provide access to popular market segments.

SEBI has reduced the fee paid by domestic mutual funds to brokerages, while while also slashing the basic management charge in one of the most sweeping changes to its mutual fund regulations. SEBI's ...

This Article analyzes the conduct of mutual funds in shareholder litigation. We begin by reviewing the basic forms of shareholder litigation and the benefits such claims might offer mutual fund ...