Capital gains occur when you sell an investment for more than you paid for it, with the difference being the gain. They play a significant role in the context of mutual funds, pooled investment ...

The law provides a grandfathering benefit for investments made in debt mutual funds prior to April 1, 2023. Gains from such ...

If mutual funds sold securities and realized gains, those gains need to be distributed to shareholders of record. Those distributions usually occur in November and December. It’s hard to estimate how ...

The U.S. stock market continues its upward momentum, mostly driven by strong corporate earnings and AI-driven growth. However, the ongoing federal government shutdown and uncertainty over the ...

Mutual funds have become a part of long-term financial planning for many investors. Their structure may offer a route to participate in different segments ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Mutual funds can deliver on several investment goals, with capital ...

A lesser-known method is gaining attention, gifting mutual fund units to relatives to legally reduce, or in some cases ...