CEF Data states that the Calamos Convertible and High Income Fund currently has an expense ratio of 4.54%, which is the same ...

Mutual funds tracking the Nifty Midcap 50 Index provide access to mid-sized companies with growth potential, combining ...

Learn More As the S&P/ASX 200 Index ... Value Fund, which has been around since 2016, led the pack. The value-oriented fund delivered 3.7% for the quarter (before fees). The worst performance ...

UTI Mutual Fund introduces its Multi Cap Fund, offering diversification across large, mid, and small-cap stocks. The New Fund ...

For instance, many mutual funds compare their returns to the return ... a mutual fund or ETF that seeks to replicate the performance of an index, often by constructing its portfolio to mirror ...

Fund performance relative to the index when the market is down ... Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better.

Fund performance relative to the index when the market is down ... Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better.

Our research team assigns Bronze ratings to strategies they’re confident will outperform a relevant index ... so the fund’s average duration can appear slightly longer in comparison.

Index tracker funds were first introduced in the ... But indices also serve as a way for investors to compare their own portfolio’s performance. They can see if they are outperforming (doing ...

The objective of the GESB Fixed Interest Pension managed fund is To outperform the plan's benchmark index over rolling 3-year periods. What is the strategy for the GESB Fixed Interest Pension managed ...

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison. Important Information Please note the value of investments ...

The objective of the Colonial Enhanced Index Diversified managed fund is What is the strategy for the Colonial Enhanced Index Diversified managed fund? The strategy of the Colonial Enhanced Index ...