Selling Mutual Funds: Understand Fees, Tax Implications, and Liquidation

Discover the process of liquidating mutual funds, including fees, taxes, and potential impacts on returns, to make informed ...
Money Talk With Tiff on MSN

What is a Mutual Fund? A Comprehensive Guide

Introduction to Mutual Funds Investment What is a mutual fund? A mutual fund is an investment vehicle that brings together ...

You could be losing out on 15% of your mutual fund and ETF returns, researchers say—how to keep more of your money

Over the 10 years ended December 2024, the average dollar invested in U.S. mutual funds and ETFs returned an annualized 7%, ...
NBC New York

Some investors can ‘capital gain harvest' to avoid year-end mutual fund payouts, advisor says

If you're bracing for year-end mutual fund distributions, swapping assets for exchange-traded funds could sidestep the capital gains payout for 2024 and beyond. Some mutual funds distribute yearly ...
Newsday

How you could benefit from tax-loss selling this year

The U.S. market gained more than 25% for the year to date through mid-December 2024. That’s a healthy showing by any measure. It doesn’t seem like it would be a market environment that’s conducive to ...
Seeking Alpha

The Magnificent Seven have seen persistent selling from active funds – Citi

Most “Magnificent Seven” stocks have seen selling from active ETFs, mutual funds and hedge funds due to profit taking, concentration, and risk management, according to Citi Research. Active funds have ...
AOL

I just inherited around $500,000 in mutual funds. What should I do with them — withdraw the cash or keep it invested?

The Great Wealth Transfer has begun: Cerulli Associates reports that baby boomers are set to leave a collective $105 trillion to their heirs by 2048, making Millennials and Gen Z much wealthier in the ...
Seeking Alpha

FMILX: This Large-Cap Fund Gets A Sell Rating When Compared To Competing Funds

I reviewed the Fidelity New Millennium Fund and compared it to Fidelity Contrafund and Vanguard S&P 500 ETF. FMILX's CAGR is inferior to both FCNTX and VOO, leading me to give FMILX a Sell rating ...