When considering tax-efficient investment options, many investors wonder which mutual funds are tax-exempt. These funds, usually municipal bonds, generate income that is often exempt from federal and ...

Both ETFs and mutual funds allow you to invest in a basket of securities — such as stocks or bonds — within a single investment. Both are taxed on capital gains and dividends and both are subject to ...

Mutual funds saw significant growth in 2025 despite market volatility, with multi-asset funds and income-plus-arbitrage funds ...

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

<div class="Section1">Mutual funds with more than 50 percent of the value of their total assets invested in stock or securities of foreign corporations may elect to ...

Understanding mutual fund tax treatment is crucial for optimizing returns. Tax liability arises only upon selling, switching, or redeeming units, with the impact depending on the fund type and holding ...

While equity and hybrid assets grew 1.8 times since November 2023, debt assets grew only 1.3 times. A combination of the 2023 ...