The new exchange-traded fund would effectively replicate the strategy and portfolio used on the Akre Focus mutual fund ... don’t run through the cash flow management service.

In this context, recent research on the behavior of international mutual funds at the micro level has expanded our knowledge about the drivers of portfolio flows and the mechanisms behind the ...

They look for clear and enduring competitive advantages, good free cash flow, solid balance sheets ... and move at a rather moderate pace. (The US mutual fund's annual portfolio turnover rate ...

Mutual funds and ETFs charge their shareholders an expense ratio to cover operating and distribution costs. Even seemingly ...

Daisy Maxey wrote columns on various types of investment instruments, including different forms of mutual funds and annuities, as well as financial advisers and their firms. She also produced videos ...