How Often Do Mutual Funds Pay Capital Gains?

The frequency with which mutual funds pay capital gains varies. However, funds that generate a profit within a given year are required to distribute gains to shareholders at least once annually. Mutual Funds Mutual funds are investment firms that pool the collective investment of thousands of shareholders and invest that money into a range of stocks, bonds, and other financial […]

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How Mutual Funds Work in India

Mutual funds in India work in much the same way as mutual funds in the United States. Like their American counterparts, Indian mutual funds pool the investments of many shareholders and invest them in a variety of securities depending on the goals of the fund. Also like U.S. funds, there is a wide range of different fund types available for […]

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3 Dividend-Paying Australian Equity Mutual Funds

Australian equity mutual funds provide diversification to a traditional investment portfolio. Investors looking to diversify their portfolios while receiving high dividend yields should consider the AMP Capital Australian Equity Income Generator Fund (40660.AX), the T. Rowe Price Australian Equity Fund (19448.AX) and the Aberdeen Australian Equity Fund (5685.AX). All information presented here was accurate as of Oct. 5, 2018.  AMP Capital Australian […]

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Do Mutual Funds Pay Interest?

Some mutual funds pay interest, though it depends on the types of assets held in the funds’ portfolios. Specifically, bond funds, money market funds and balanced funds pay interest because of the coupon-bearing debt securities in which those types of funds invest. How Do Mutual Funds Distribute Income? Mutual funds distribute income to shareholders through capital gains distributions or dividend […]

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Can minors invest in mutual funds?

Not directly, no. However, mutual fund investments can be made through a custodial account opened in a minor’s name and overseen by a guardian. This custodian holds decision-making power of the account until the child reaches legal age, typically 18 or 21. How Custodial Accounts Work While the rules for custodial accounts can vary from state to state, they generally […]

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Rising Rates Blog Series: The Double Appeal of Short-Maturity Bonds

One of the ways to navigate a rising rate environment is to reduce your exposure to bonds with greater levels of interest rate risk. For many investors, this means moving toward short-maturity bonds. In exchange for lower risk, these issues typically generate lower income than longer-maturity bonds. The current market environment is unusual, however. A flatter yield curve means that […]

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Major Tesla Shareholders Trimmed Holdings in Q2: 13F

Tesla Inc. (TSLA), the electric car manufacturer headed up by billionaire innovator Elon Musk, has garnered lots of attention in recent weeks. Musk announced plans earlier this summer to take the company private, and in the intervening time there has been substantial debate about this proposal. Most recently, Musk indicated that he had reversed his thinking and would keep TSLA as […]

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A group of investors with $16 trillion at stake is struggling to find success, and its survival is in jeopardy

Fewer active funds are successfully beating their benchmarks. Scott Olson/Getty Fewer equity mutual funds are succeeding at beating their benchmarks, according to Morningstar. They continue to be trounced by passive mutual funds and cheaper products designed to track an index. JPMorgan and Vanguard Group this week announced products that could put the active-management industry under even more strain. Stock pickers […]

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