For mutual funds, investors send checks to the asset manager, which are invested by the portfolio manager at the end of the day. The investors get “units” of the fund at the end-of-day unit price, ...

Here are 11 of the best investing books for beginners: ...

Summary. American Century Disciplined Core Value Fund earns a Very Attractive rating due to quality stock picks and below-average fees. BIGRX allocates more assets to attractive stocks and fewer ...

Misra’s $23 billion JPMorgan Core Plus Bond Fund saw a nearly $60 million outflow so far this year, while a similar ETF strategy, the JPMorgan Core Plus Bond ETF (ticker JCPB) nabbed a $1.2 ...

Vanguard is known for charging low fees, and this ETF sports an expense ratio (annual fee) of just 0.03%, meaning you'll be charged $0.30 annually for every $1,000 you have invested in the fund.

It inherits both the history and portfolio DNA of its mutual fund ancestor, now in the slick, low-cost, and tax-efficient wrapper increasingly favored by investors. The ETF launched with $31.1 ...

About two-thirds of ETF issuers surveyed by consulting firm Cerulli Associates flagged this spillover issue. There’s precedent. In 2009, a Vanguard fund distributed a 14% capital gain across ...

That ETF has a high level of exposure to Ares, Blue Owl, Blackstone, Main Street and Golub Capital, which make up about half of the fund. It pays a hefty dividend of 11%.