Industry allocations detracted from performance led by overweight exposure to the automotive and media sectors.

Fees are Average compared to funds in the same category. Polen 5Perspectives Small Growth Fund has an expense ratio of 1.35 percent. Risk is Below Average compared to funds in the same category ...

Mutual funds remain one of the simplest ways for investors to gain diversified exposure to financial markets while benefiting ...

Macroeconomic cycles are often defined by the environments in which certain assets tend to perform best. For example, real ...

Discover how money market interest rates are set, why they can offer higher returns than savings accounts, and what factors ...

Money market funds are a low-risk option for conservative investors.

Liquid funds serve three purposes: emergency corpus, short-term goals under 3 years, and parking surplus cash. They offer ...

Discover the downsides of mutual funds, including high expenses, hidden fees, and reduced investment control. Make informed ...

Choosing between FD, RD, mutual funds and gold depends on risk tolerance, tax impact and time horizon. FDs and RDs offer ...

If tax efficiency is a top priority, there are quite a few ways to shield more of your investment gains from Uncle Sam. Asset location should come first. Americans have access to several ...

For equity mutual funds, LTCG applies if you hold the investment for more than 12 months. In that case, gains above Rs 1.25 ...