For the quarter, the fund returned -2.67%, lagging the 0.33% result of the benchmark, the Russell 2000® Index. Security selection detracted versus the benchmark, most notably in the industrials ...

The fund's Retail Class shares returned -0.68% for the three months, versus -1.06% for the Russell 2000® Value Index. Fidelity® Small Cap Value Fund takes a value approach to investing ...

In February, the review group unveiled its first set of measures, including some targeting fund managers. These measures include tax exemptions on their qualifying income arising from funds investing ...

And now that it’s arrived, the high-profile family office is going all-in on a second fund. It was 2018 when Judd was first asked by Peter Edwards – the grandson of late billionaire Victor ...

New accounts of working in a man’s world — and that world’s comeuppance — are long on boldface names and even longer on personality. By Joshua David Stein What started as a scholarly ...

Learn about our editorial policies Every time you invest in a mutual fund, you're making a choice that could cost or save you tens of thousands of dollars—and you might not even know it.

American Funds' multimanager system lets the strategy's 12 named managers play to their strengths. Each runs an independent sleeve of the portfolio, which enhances diversification and further ...

Watch for a new “Hunger Games” prequel; a quirky romance from Emily Henry; novels by Chimamanda Ngozi Adichie and Ocean Vuong; and more. By Wilson Wong “Careless People,” a memoir by a ...

The mutual fund’s portfolio usually holds around 100-120 stocks, with about 25% of assets invested in the top 10 holdings. As of December 2023, those included mega-cap bank Wells Fargo WFC ...

Join former prosecutor Andy McCarthy as he delves into the legal ins and outs of the latest Washington dramas with National Review editor in chief Rich Lowry. Capital Record – your weekly ...

The actress is a proud Israeli Jew, and she doesn’t care that some people have a problem with that. If Canada were incorporated into the U.S., it would make America poorer, weaker, and less free ...

The Atlassian co-founder is taking his first major role since stepping down from his company and will become Australia’s top tech lobbyist. The businessman will take over from long-serving Geoff ...