Smith Group Asset Management LLC purchased 208,086 shares of Charles Schwab, worth $16.3 million, during the first quarter.

Portfolio manager Laura Mayfield says some individual investors “are focused on the dividend-yield return, but some might be ...

Global dividend-focused exchange-traded funds attracted $23.7 billion in inflows in the first half of 2025, the most in three ...

Muni - Bonds fund seekers should consider taking a look at Schwab California Tax-Free Bond Fund (SWCAX). SWCAX has a Zacks Mutual Fund Rank of 2 (Buy), which is based on various forecasting factors ...

Money market funds aim to maintain a net asset value, or NAV, of $1.00, while providing a high level of current income. Other ...

Asset managers are eagerly awaiting an S.E.C. decision that would allow mutual funds to also trade as E.T.F.s — potentially ...

Are you on the hunt for an all-weather income investment you can just "set and forget"? That's fine if you are. In fact, it's ...

The industry is awaiting SEC approval for dozens of applications, even as Vanguard's shareholder case highlights some of the ...

India’s mutual fund industry is in the middle of a remarkable transformation with Assets Under Management (AUM) soaring from ₹24.55 trillion in 2020 to over ₹72.20 trillion by 2025. As the $1 trillion ...

While India's mutual fund industry has crossed Rs 72 lakh-crore in AUM and monthly SIP contributions have touched Rs 28,000 crore, the investor base remains limited to just five crore in a ...

This is one of the easiest ways to scale up your wealth-building. Don’t Ignore Tax Efficiency Mutual fund returns are taxable, and tax rules differ based on fund type and holding period. For instance, ...