Some fund providers are converting mutual funds to ETFs to offer more tax-efficient investments. Generally, these conversions are a step in the right direction for investors. Relatively little effort ...

The S&P 500 is a high bar for fund managers. The Dow? Not as much. An actively managed fund will always underperform an index comprised of the stocks from which the fund selects. Did your mutual fund ...

A new analysis from Morningstar raises some red flags for advisors and investors exploring interval funds as a pathway to private market exposure. While these vehicles have surged in popularity as an ...

If you were handed a list of "the best mutual funds for 2010," you'd have a hard time believing that any of them would turn out poorly if you picked them. And yet, if you picked them — the 10 funds ...

AUSTIN, TX / ACCESS Newswire / November 18, 2025 / Kensington Asset Management is proud to announce the Kensington Dynamic Allocation Fund (KAGIX) has reached its five-year anniversary, exceeding $1.2 ...

Dividend stocks are one of the primary building blocks of a portfolio, providing investors not just with the growth potential ...

We investigate Morningstar’s new qualitative, forward-looking analyst ratings, which reflect independent analysts’ expectations of a fund’s future performance. We find relatively higher flows to funds ...

The creation of the index fund in the 1970s was one of the greatest boons investors have ever seen. This simple, rules-based ...

Detailed price information for JP Morgan Chase & Company (JPM-N) from The Globe and Mail including charting and trades.

You invest in a mutual fund expecting 8% annual returns but only see 7%. The culprit? A hidden cost called the expense ratio.