A breakpoint in mutual funds is the investment level that reduces sales charges, offering larger investors discounts. Learn ...

Rights of Accumulation (ROA) offer mutual fund investors reduced sales charges by hitting breakpoints. Explore how ROA can optimize your investing strategy.

Proposed modernization of certain investment fund prospectus filing rules would extend lapse date to 24 months. CSA also considering introducing base shelf filing for all investment funds. On January ...

On October 26, the U.S. Securities and Exchange Commission (SEC) adopted amendments to the existing disclosure framework for open-end funds (e.g., mutual funds and exchange-traded funds) intended to ...

Most retirement savings plans today require workers to select investment products for their individual accounts. Therefore, a critical personal finance skill is learning how to read a mutual fund ...

Canadian investment fund manager 3iQ hopes to attract Canadian retail investors with its regulated, publicly-traded Bitcoin (BTC) fund. In a press release on Nov. 28, 3iQ announced that it had filed a ...

BOSTON--(BUSINESS WIRE)--Pioneer High Income Fund, Inc. (NYSE: PHT), a diversified closed-end fund (the “Fund”), has announced that it filed a prospectus supplement to its “shelf” registration ...

Diamond Hill Capital, an investment management company, released its “Large Cap Fund” fourth-quarter 2025 investor letter. A ...