Tax-efficient mutual funds are designed specifically to reduce your tax liability as a shareholder when you file for taxes.

The investment seeks long-term capital appreciation. In pursuing its investment objective, the Adviser uses three strategies: (i) selecting individual equity securities, (ii) hedging to mitigate the ...

Specialised Investment Funds (SIFs) are a new investment category under the mutual fund framework, introduced by market ...

One helps you invest steadily, the other helps you move money smartly. Together, SIPs and STPs solve two of the biggest ...

Investors and retirement savers who want to own broad swaths of the stock and bond markets often face a choice: Do they want to buy time-honored mutual funds, or upstart exchange-traded funds? If ...

Forbes contributors publish independent expert analyses and insights. Many investors achieve their investment goals using just mutual funds because of their breadth of options, relatively low costs ...

Learn about sales charges, the types that exist, and their impacts on investments. Discover why they attract criticism and how to avoid them for better returns.