Understanding smart beta funds and how they can boost index returns

Understanding smart beta funds and how they can boost index returns

Beta measures the volatility, or systematic risk, of a security or portfolio compared to the market. For instance, a company operating in a cyclical industry may carry some specific risks. The company’s stock, therefore, may be more volatile than the overall markets and hence have a high beta. The same may be said of a … Read more

How are different fund of funds taxed?

How are different fund of funds taxed?

A Fund of Funds (FoFs) is a mutual fund that invests in other mutual funds or ETFs instead of directly in stocks, bonds, or other securities. They come in various types, such as equity-oriented, debt-oriented, hybrid, international, thematic or sectoral, ETF-based, and commodity fund of funds, each catering to different investor needs and offering diversification. … Read more