By TheShadow Updates The marriage is off: the planned merger of BlackRock Capital Appreciation Fund and…
Category: MUTUAL FUNDS
Mystery Solved: Fidelity Actively Managed ETFs (FMIL >= FFLC)
By Charles Lynn Bolin I wrote Outperforming Actively Managed ETFs last month in the Mutual Fund…
Options Based Funds – a deeper dive
By Devesh Shah Introduction: In the March 2024 MFO, I introduced the two main developments in…
The Options Conundrum: Fund Comparisons, Performance, and Risk
By Devesh Shah Having looked at the qualitative rationale for why options-based funds are offered by…
Funds For Long-Term Tax-Efficient Investment (VTCLX, DGRW)
By Charles Lynn Bolin It’s a good practice to take a thorough review annually of investment…
April 1, 2024 | Mutual Fund Observer
By David Snowball Dear friends, It’s April. I spent much of the Easter weekend wearing a…
Market Perspective for March 31, 2024 – Mutual Fund Investor Guide
The final trading week in March was truncated due to markets being closed for the Good…
Global Momentum Guide for April 1, 2024 – Mutual Fund Investor Guide
The Mutual Fund Investor Guide is completely independent of, and not affiliated with any investment firms…
Can I hold Rs. One Crore in a single mutual fund?
A reader asks, “We have a retirement corpus of over Rs. Ten Crores. While we agree…