Tax-efficient mutual funds are designed specifically to reduce your tax liability as a shareholder when you file for taxes.

Specialised Investment Funds (SIFs) are a new investment category under the mutual fund framework, introduced by market ...

What is a sovereign wealth fund? President Trump's executive order calling for a plan to start a sovereign wealth fund is not a new idea. But it remains a topic of much debate among economists and ...

The Nuveen Nasdaq 100 Dynamic Overwrite Fund was founded in 2007 and is one of the oldest covered call funds, and has been a consistent wealth building tool since its inception. With only 35-75% of ...

Millions of investors use mutual funds to invest, taking advantage of their diversified holdings of a wide array of different types of assets. Behind the scenes, mutual funds have to comply with ...

Several exchange-traded funds have emerged claiming to offer exposure to private assets, but don’t be fooled by the terminology. The term “private” implies something exclusive, rare, and special. But ...

Amy Arnott: People who aren’t as steeped in the development of passive investing might not be as familiar with the contributions of Mac McQuown, who passed away late last year. Can you talk about how ...