Five mirror other Putnam mutual funds, with Putnam Large Cap ... the Federal Reserve than anticipated. For example, the Balanced fund’s average effective duration of 2.2 years was less than ...

Though the equity portfolio looks markedly similar to its non-ESG counterpart, Eaton Vance Balanced, the fund’s ESG criteria can cause small differences between the two. For example, as of July ...

The industry conflict of interest takes many common, controversial or outright confusing forms. Here's what financial ...

Investment funds have a variety of legal structures customized to investors’ various needs and investment policies. The two main fund structures ...

The 60/40 portfolio has been the go-to diversified portfolio for investors, but it has been underperforming in the past ...

Top Star rated schemes show high quality schemes which are assigned 5 stars by Value Research, based on different quantitative and qualitative parameters. 5 stars rated schemes are considered as the ...