For instance, if you're investing for retirement 30 years in the future, you can choose a more aggressive (stock-heavy) mutual fund than someone investing to buy a yacht in five years. Generally speaking, the shorter your time horizon, the more conservative your mutual fund should be. Longe...
Here's an example. Let's say you put all of your money into the stock of one company. Then, it files for bankruptcy, You've just lost all of your money. Now, let's say you invest in a mutual fund that owns many different stocks. In this case, it is more likely that you will...
The decision of whether to invest in an equity fund or a retirement fund is a matter of personal preference and financial goals. For example, a retirement fund is suitable for long-term goals such as saving for retirement. However, if… ...
Even if you're a long-time investor, chances are you haven't read many mutual fund prospectuses. Indeed, for many investors, the main function of a prospectus is to serve as lining for the nearest garbage can. To a certain extent, that's understandable. Fund prospectuses aren't exactly t...
Nippon India Mutual Fund is an Indian mutual fund. Nippon Life Insurance Company (NLI) is the Sponsor, and Nippon Life India Trustee Ltd (NLITL) is the Trustee of Nippon India Mutual Fund. It was formerly known as Reliance Life Asset Management. The company was founded in 1995 and is bas...
This entry was posted in Mutual Fund Commentary on June 3, 2023 by Charles Lynn Bolin. A Dinner and Walk with David Sherman, fund manager of Crossing Bridge Funds. By Devesh Shah Last week I had the opportunity to sit down for dinner with one of our own, the legendary David Sherman....
What I’m really paying for, then, is genius. These guys pore over reams of a company’s SEC filings, obsess over its balance sheets, and drill the company’s senior officer – her plans for growth and market share and world domination. The mutual fund manager wears $30 argyle socks fr...
John Schorle, Portfolio Manager, who has been responsible for the Fund since 2018 and has been associated with Invesco and/or its affiliates since 2010. Elizabeth Mossow Start Date Tenure Tenure Rank Jun 29, 2020 1.92 1.9% Mrs. Mossow has been a Senior Portfolio Manager of OppenheimerFunds,...
ACTHX - Fund Manager Analysis Managers James Phillips Start Date Tenure Tenure Rank Mar 31, 2002 20.18 20.2% James Phillips is a Senior Portfolio Manager for Invesco municipal strategies. Mr. Phillips joined Invesco in 2010, when the firm combined with Van Kampen. At Van Kampen, which ...
Emergency savings fund Read more: Is Tuition Insurance Worth It? Using a term life insurance calculator can help you get a general idea of how much life insurance you need. For example, imagine a husband and father of two is the sole wage earner for his family, with an annual salary of...