Mutual Fund Selection Challenges: Over 5,348 Funds and the Need for Deeper Analysis
With over 5,348 mutual funds across twelve styles, investors face challenges in selecting the best option due to the vast number of choices and the difficulty of analyzing each fund's holdings. The top-performing fund, Royce Small Cap Special Equity Fund (RSEIX), highlights the importance of thoroug...
Mutual Fund Selection Challenges: Over 5,348 Funds and the Need for Deeper Analysis
With over 5,348 mutual funds across twelve styles, investors face challenges in selecting the best option due to the vast number of choices and the difficulty of analyzing each fund's holdings. The top-performing fund, Royce Small Cap Special Equity Fund (RSEIX), highlights the importance of thoroug...
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48% Bias Score
Unpassed Tax Changes Create Uncertainty for Canadian Asset Managers
Canadian asset managers face uncertainty in filing 2024 tax returns for investment funds due to unpassed federal capital gains tax changes proposed in the 2024 budget, potentially requiring re-filing and amended tax slips if the changes don't pass.
Unpassed Tax Changes Create Uncertainty for Canadian Asset Managers
Canadian asset managers face uncertainty in filing 2024 tax returns for investment funds due to unpassed federal capital gains tax changes proposed in the 2024 budget, potentially requiring re-filing and amended tax slips if the changes don't pass.
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52% Bias Score
Fidelity's Contrafund Manager Achieves Record Return Amidst Industry Shift
Will Danoff, manager of Fidelity's \$155 billion Contrafund, achieved a 41 percent return in 2024, fueled by investments in Meta and Nvidia, despite the industry trend toward passive investing; however, his departure poses a key-man risk.
Fidelity's Contrafund Manager Achieves Record Return Amidst Industry Shift
Will Danoff, manager of Fidelity's \$155 billion Contrafund, achieved a 41 percent return in 2024, fueled by investments in Meta and Nvidia, despite the industry trend toward passive investing; however, his departure poses a key-man risk.
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40% Bias Score
Vanguard Cuts Mutual Fund, ETF Fees by \$350 Million
Vanguard announced its largest-ever fee cut on Monday, reducing fees on 87 funds and 168 share classes by an average of 20%, saving investors an estimated \$350 million this year.
Vanguard Cuts Mutual Fund, ETF Fees by \$350 Million
Vanguard announced its largest-ever fee cut on Monday, reducing fees on 87 funds and 168 share classes by an average of 20%, saving investors an estimated \$350 million this year.
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20% Bias Score
Greek Households Shift €19 Billion to Investment Products Amidst Low Interest Rates
Since early 2022, Greek households invested €19 billion in investment products, including €8 billion in mutual funds, due to economic recovery, investor confidence, and higher bond yields, a trend expected to continue pushing investors toward higher-risk assets.
Greek Households Shift €19 Billion to Investment Products Amidst Low Interest Rates
Since early 2022, Greek households invested €19 billion in investment products, including €8 billion in mutual funds, due to economic recovery, investor confidence, and higher bond yields, a trend expected to continue pushing investors toward higher-risk assets.
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44% Bias Score