Our annual US Fund Fee Study analyzes the fund fee landscape, particularly mutual fund fee trends, asset flows by fees, spotlights into sustainable and strategic-beta funds, asset managers ...

(The US mutual fund's annual portfolio turnover rate has ranged from 12% to 38% during the past decade.) The end result is a portfolio that is reasonably distinctive without being overly daring.

Trump’s tariffs have rattled many sectors. Amid such times, you ought to be careful when approaching sectors & thematic funds ...

These mutual funds choose companies with a stock market valuation between $2 billion and $10 billion. With annual returns of 12.35% over the last five years, this fund is a winner. (ODIYX): 0.8% ...

An example is the Fidelity 500 Index Fund, which is the third-largest U.S. mutual fund in terms of net ... 0.035% Lifetime average annual return (since 2016): 18.1% 1-year average annual return ...

The top nine focused mutual funds have delivered returns of over 25% in 2024. A total of 27 funds in this category have been active during the same period. Invesco India Focused Fund, the leader ...

OLVAX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. OLVAX, with annual returns of ...