Investment Trusts/Mutual Funds

News

Business owners get IRS rules on pass-through deduction - InvestmentNews
Investmentnews.com

Business owners get IRS rules on pass-through deduction InvestmentNews Business owners — and their accountants — can rest a bit easier: The IRS has given them the long-anticipated final word on how they can claim one of the... more…

The Secrets of Jack Bogle's Investment Success
The Wall Street Journal

The skeptics called index funds ‘Bogle’s folly.’ They are now almost 50% of all mutual-fund assets. more…

Look at These 3 Mutual Funds From Franklin Templeton
Yahoo.com

Below we share with you three top-ranked Franklin Templeton mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) more…

Is Cohen & Steers Realty Shares (CSRSX) a Strong Mutual Fund Pick Right Now?
Yahoo.com

Mutual Fund Report for CSRSX more…

Here's How to Invest After Retirement
Yahoo.com

It is important to make post-retirement investments wisely, factoring in risks and associated costs. more…

The 19 Best ETFs for a Prosperous 2019
Yahoo.com

Wall Street pros, the analyst community and individual investors alike were thrown for a loop in 2018. American tariff disputes with the rest of the world, wild energy-price swings and global growth concerns not only ravaged the market at various points, but … more…

First Trust Dynamic Europe Equity Income Fund Issues Notice Regarding January 2019 Distribution
Businesswire.com

WHEATON, Ill.--(BUSINESS WIRE)--The Board of Trustees of First Trust Dynamic Europe Equity Income Fund (the "Fund") (NYSE: FDEU), CUSIP 33740D107, previously approved a managed distribution policy for the Fund (the "Managed Distribution Plan") in reliance on … more…

First Trust Energy Infrastructure Fund Issues Notice Regarding January 2019 Distribution
Businesswire.com

WHEATON, Ill.--(BUSINESS WIRE)--The Board of Trustees of First Trust Energy Infrastructure Fund (the "Fund") (NYSE: FIF), CUSIP 33738C103, previously approved a managed distribution policy for the Fund (the "Managed Distribution Plan") in reliance on exemptiv… more…

State Street Reports Fourth-Quarter 2018 EPS of $1.04; EPS $1.68 Excluding Notable Items(a)
Businesswire.com

BOSTON--(BUSINESS WIRE)--In announcing today's financial results, Ronald O'Hanley, President and Chief Executive Officer, said "Over the course of 2018, I have engaged with State Street’s stakeholders including our investors, clients, employees and regulators… more…

What Is an Index?
Morningstar.com

Indexes have evolved from measures to targets to a new form of active management. more…

Domestic, global risks to stock markets
Thehindubusinessline.com

The BSE Sensex is 6 per cent below its peak hit in August 2018. With General Elections looming in four months, and the inevitable unpredictability of what the electorate would throw up, investors shou more…

THE PRUDENT INVESTOR: Should you stick or twist when your funds are ditched by experts?
Thisismoney.co.uk

Hargreaves Lansdown last week revamped its Wealth 150 list of favourite investments into a Wealth 50. It meant a stack of funds used by its 1.1 million investors were cast into the wilderness. more…

Completion Analysis: Fuller Picture - Weekly Blog # 560
Seekingalpha.com

One of the first things I learned as an analyst selling sell-side research conclusions to a skeptical institutional audience were the negatives to my viewpoint more…

Aditya Birla Sun Life Mutual Fund to launch Bal Bhavishya Yojna on Jan 22
Moneycontrol.com

The Aditya Birla Sun Life Bal Bhavishya Yojna aims to help investors meet future financial requirements for a child like expenditure incurred towards higher education, career goals and marriage more…

NAV for 2018 rises 0.8% to B5.1tr on equity inflow
Bangkokpost.com

The net asset value (NAV) of Thailand's fund industry increased by 0.8% to 5.1 trillion baht at the end of last year, with net inflows in equity funds but net outflows in fixed income funds. more…

Sebi issues draft norms for allowing futures in commodity indices
Business-standard.com

BSE and NSE will not immediately qualify for index futures going by the regulator's proposed criteria more…

State Street Reports Fourth-Quarter 2018 EPS of $1.04; EPS $1.68 Excluding Notable Items(a)
Tmcnet.com

* Assets under management include the assets of the SPDR Gold ETF and the SPDR Long Dollar Gold Trust ETF (approximately $32 billion as of December 31, 2018), for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) serves as marketing agent; … more…

IRS releases rules on 20% tax break for pass-through business owners
Latimes.com

Business owners — and their accountants — can rest a bit easier: The Internal Revenue Service has provided the long-anticipated final word on how they can claim one of the biggest perks in the 2017 Republican tax overhaul. The regulations detailing the new 20… more…

The Average Annual Return for a Long Term Investment in the Real Estate Sector
Investopedia.com

Average annual returns in long-term real estate investing vary by the area of concentration in the sector, but all generally outperform the S&P 500. more…

Exchange Data International Launches US Mutual Funds Service
Prnewswire.com

LONDON, January 16, 2019 /PRNewswire/ -- Exchange Data International has officially announced the launch of its US Mutual Funds service which provides clients the highest quality reference data, comprehensive corporate actions and dividends data plus a daily … more…