Mutual funds can offer a streamlined way to build an investment portfolio. Rather than purchasing individual stocks or bonds, you can buy mutual fund shares to gain exposure to multiple investments in ...

There are numerous ways in which an investor selects a mutual fund scheme, however; one parameter that is always considered is, returns. It plays a pivotal role in selecting a fund. Therefore, it is ...

Trailing measures reveal past trends in data, including sales and trading techniques. Understand how these measures support ...

Morningstar's Kathryn Young discusses the pitfalls lurking in trailing returns data and the best ways to use it in fund assessment. Trailing returns are the most basic and widely-used measure of a ...

How well have large-blend mutual funds performed during the past 10 years? That question is not as easy to answer as it might seem. At face value, the average trailing 10-year return for all mutual ...

Long-term expectations for the Global Market Index (GMI) remained steady at a 7%-plus pace for the annualized total return ...