A new academic paper introduces the MMT model, which improves upon standard methods by correcting for benchmark biases and incorporating peer performance, proving more effective at identifying ...

Morningstar’s mutual fund quote pages feature key performance and operations information on individual mutual funds, including portfolio allocations, risk metrics, management insights, and more. To ...

TRUSTMF Small Cap Fund emerged as the best-performing equity mutual fund over the past year, delivering a 22.78% return and outperforming both its benchmark and category average. Experts attribute the ...

At the Moneycontrol Mutual Fund Summit 2026 held in Mumbai on 30 June, Securities and Exchange Board of India Executive Director Manoj Kumar highlighted an interesting development for the mutual fund ...

Nigeria's mutual fund industry continued to deliver strong investor returns in the first half (H1) of 2026, with fund managers adopting different strategies to navigate a market supported by robust ...

As the clock ticks down to the end of 2023, our minds turn to 2024, and what the future may hold. As we examine our investments and, perhaps, decide to change a few things or start something new, here ...

When investors look at mutual fund performance, the biggest mistake is assuming that “one return number” tells the complete story. In reality, CAGR, XIRR, and rolling returns measure three completely ...

As Morningstar begins formal coverage of semiliquid funds, nearly all of which focus on some segment of private markets, one nagging question is: How should investors gauge a fund’s performance? When ...

Understanding the differences between mutual funds and index funds is fundamental for any investor navigating the diverse landscape of investment options. While both vehicles play critical roles in ...

Buying shares of a fund rather than individual stocks makes it easier to invest. Funds offer instant portfolio diversification with very little work. You don't have to stay informed on dozens of ...

Pension funds and mutual funds are essential tools in retirement planning, but they serve different purposes and suit varied investor needs. Pension funds provide a stable income post-retirement and ...