Every mutual fund has a prospectus, which is a sort of mission statement that outlines the fund's specific ... goals of different types of investors. Equity funds and mixed funds that contain ...

John Armitage’s Schroder Egerton Equity Fund gained 20.4% net in 2024 following a challenging fourth quarter with returns of -0.8% for October, 4.2% for November, and -2.1% for December. The MSCI ...

Qi Yang / Getty Images Mutual funds are investment vehicles that purchase stocks with investor capital in the hopes of capital appreciation. They are considered equity securities because investors ...

T. Rowe Price Tax-Efficient Equity Fund earns a High Process Pillar rating. The primary contributor to the rating is its parent firm's excellent long-term risk-adjusted performance, as shown by ...