Understanding these fees is the key to mutual fund investing Written By Written by Contributor, Buy Side E. Napoletano is a contributor to Buy Side and an expert on student loans, taxes and mortgages.

Short-term outlook of MF investors is the problem. There must be an effort to promote long-term investment behaviour ...

How to benchmark your 401(k) vs. other 401(k)s Matt Webber is an experienced personal finance writer, researcher, and editor. He has published widely on personal finance, marketing, and the impact of ...

Learn how to calculate the overhead ratio, a key metric for understanding business cost efficiency by comparing operating expenses to income. Discover its importance.

When it comes to investing in mutual funds or exchange-traded funds (ETFs), one of the most important factors to consider and understand is the expense ratio. An expense ratio measures how much you’ll ...

Editorial Note: Forbes Advisor may earn a commission on sales made from partner links on this page, but that doesn't affect our editors' opinions or evaluations. Every business involves costs and ...

SEBI has approved a new mutual fund expense framework that clearly separates fund management fees from statutory charges such ...

The S&P 500 enjoyed an excellent performance trajectory throughout 2024, having returned more than 26% in the year leading to December 27. As a proxy for the broader U.S. economy, this index has ...

Both XLP and RSPS target the U.S. consumer defensive sector, but XLP tracks the sector’s largest names with a market-cap-weighted approach, whereas RSPS gives each constituent an equal footing. This ...

An expense ratio is the relationship of a fund’s total assets to other administrative and operating expenses. The expense ratio is taken from the fund’s gross return, cutting into potential profit ...