Discover essential metrics like alpha, beta, and Sharpe ratio for evaluating mutual fund risk-return tradeoffs. Learn how to assess potential returns and risks effectively.

Discover how Morningstar's rating system works, its accuracy, and alternative approaches for mutual fund evaluation. Enhance ...

Toronto-Dominion is the second-largest Canadian bank. Around 55% of its revenue is domestic and around 40% is from the US. We think new CEO Raymond Chun is putting the bank on the right track. 2025 ...

Schwab’s International Opportunities fund has risen about 19% so far this year and has posted a 7% average annual return ...

Whitehaven Asset Management, a hedge fund focused on municipal and corporate bonds, will return investors’ money and become a ...

For decades, investors have been given a choice between mutual funds and exchange traded funds (ETFs). And as time has ...

At the end of what was arguably one of the best years for the stock market in more than a decade, investors in any of the 20 top-performing mutual funds of 2024 would have earned a return that nearly ...

Schwab U.S. Dividend Equity ETF (SCHD) receives a lot of flack, with constant assertions of underperformance and better ...

To find the best large-value funds and exchange-traded funds to buy, we screened for the lowest-cost primary share classes earning a Morningstar Medalist Rating of Gold with 100% analyst coverage. All ...

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Mutual funds might not be as scintillating as their younger brethren, exchange-traded funds (ETFs), but they remain among the ...

If you are looking for a dividend ETF, choose the one that invests like you would if you bought individual stocks.