Mutual Funds

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Investopedia· 2025-10-11 16:00
Managing multiple mutual funds? Use these strategies to stay balanced: diversify, rebalance, avoid overlap, and align with goals.Read all four at the link: https://t.co/Ms3JmJW7XK https://t.co/zKoaTKQtpU ...
Canara Robeco AMC raises ₹398 cr from anchor investors ahead of IPO
BusinessLine· 2025-10-09 04:23
Core Insights - Canara Robeco Asset Management Company has raised ₹398 crore from anchor investors ahead of its initial public offering (IPO) [1][2] - The IPO is valued at approximately ₹5,300 crore at the upper price band of ₹266 per share, with a total offering of 4.98 crore equity shares [3][4] Company Overview - Canara Robeco is the second oldest asset manager in India, established in 1993, and is a joint venture between Canara Bank and Robeco, which is now part of Orix [5] - The company primarily focuses on managing mutual funds and providing investment advice on Indian equities [5] IPO Details - The IPO will open for subscription from October 9 to October 13, 2025, with a price band set between ₹253 and ₹266 per share [3][6] - The offering is entirely an offer for sale (OFS), with no fresh issue component, meaning the proceeds will go to the selling shareholders [4] - The allocation of shares in the IPO includes 50% for qualified institutional buyers (QIBs), 35% for retail investors, and 15% for non-institutional investors [6] Shareholder Structure - The promoters, Canara Bank and ORIX Corporation Europe N V, will offload 2.59 crore and 2.39 crore shares, respectively [4] - Canara Bank holds a 51% stake in Canara Robeco, while Orix Corporation holds the remaining stake [4]
Canara AMC IPO opens today; market lot set at 56 shares
BusinessLine· 2025-10-09 00:06
Canara Robeco Asset Management Company’s Rs 1,326 crore initial public offering (IPO) opens today for the public and concludes on October 13. The firm has set a price band of Rs 253 to Rs 266 per share for the IPO. The lot size is 56 shares.The IPO is a completely an offer for sale (OFS) of 4.98 crore equity shares with no fresh issue component. Under the OFS, promoters -- Canara Bank and ORIX Corporation Europe N.V. (previously known as Robeco Groep N.V.) -- will offload 2.59 crore shares and 2.39 crore s ...
When Stocks Sink, Who Swims? Comparing Performance Across Asset Classes During S&P 500 Selloffs
Seeking Alpha· 2025-10-08 13:40
William_Potter/iStock via Getty Images By James Picerno How valuable is diversification across asset classes for minimizing the blowback from the sharp declines in the US stock market? It depends. It depends on the particular time period of the market ...
Scott Brady joins Voya Investment Management as head of Intermediary Business Development
Businesswire· 2025-10-08 11:54
Oct 8, 2025 7:54 AM Eastern Daylight Time NEW YORK--(BUSINESS WIRE)--Voya Investment Management (Voya IM), the asset management business of Voya Financial, Inc. (NYSE: VOYA), today announced the appointment of Scott Brady as managing director and head of Intermediary Business Development. Based in Boston, Brady will lead efforts to expand Voya IM's presence across the wirehouse, independent broker- dealer and registered investment advisor (RIA) channels. Brady reports to Tiffani Potesta, head of Distributio ...
Fidelis Capital: Focusing on Returns Net of Fees, Taxes and Inflation
Yahoo Finance· 2025-10-07 15:54
MM: We believe that the most important return the investor will get is the one they get net of fees, taxes and inflation. When it comes to fees, we believe the traditional asset classes of fixed income and equities are hard to pay a third-party manager and generate a rate of return at a fair fee and net of the advisor’s fee that leads to any kind of consistent outperformance. So, we manage most of our fixed-income and equity assets in-house.We have a number of relationships that are north of $100 million. O ...
How To Build An Investing Strategy | Fidelity Investments
Fidelity Investments· 2025-10-06 20:00
What’s something every great investor uses to help manage their money. It’s a clear investing strategy. And in this video, we’re going to talk about what you need to know to help start building yours.Let’s start off with why even build a strategy in the first place. It’s simple. You want to get to where you’re going.A strategy is kind of like having a road map. You don't drive somewhere you've never been without knowing how to get there. Investing is no different.It’s designed to help you reach your financi ...
T. Rowe Price Group, Inc. (NASDAQ:TROW) Sees Positive Movement Amid Market Fluctuations
Financial Modeling Prep· 2025-10-06 18:04
Core Viewpoint - T. Rowe Price Group, Inc. is positioned for potential growth despite recent stock performance challenges, with upcoming earnings expected to show revenue growth while EPS is projected to decline [3][5]. Group 1: Stock Performance - T. Rowe Price's stock closed at $103.28, reflecting a 1.54% increase from the previous day, outperforming the S&P 500's marginal gain of 0.01% [2][5]. - Over the past month, T. Rowe Price shares have declined by 8.8%, underperforming the Finance sector's gain of 1.42% and the S&P 500's increase of 4.83% [2][5]. - The stock price is currently approximately $103.73, with a trading range today between $103.47 and $104.99 [4]. Group 2: Financial Outlook - T. Rowe Price is expected to report an earnings per share (EPS) of $2.43, representing a 5.45% decrease from the same quarter last year [3][5]. - Revenue is anticipated to rise by 2.28% to $1.83 billion compared to the previous year, indicating potential growth in operations [3][5]. Group 3: Market Position - Morgan Stanley has set a price target of $125 for T. Rowe Price, suggesting a potential upside of 21.03% from its current trading price [1][5]. - The company's market capitalization stands at approximately $22.79 billion, with a trading volume of 200,143 shares on the NASDAQ exchange [4].
4 Retirement Planning Tips Robert Kiyosaki Swears By
Yahoo Finance· 2025-10-06 12:03
Core Insights - The article emphasizes the importance of strategic financial planning for retirement to address concerns about unexpected costs and inflation [1][4] Investment Strategies - Avoiding cash hoarding is advised, as it may hinder sustainable retirement income [3] - Investing in inflation-resistant assets such as gold, silver, and oil is recommended to preserve wealth [4] - Diversification of investments is crucial, including traditional assets like mutual funds, stocks, and bonds, as well as alternative investments [5][6] Income Generation - Kiyosaki suggests focusing on income-generating assets rather than relying solely on insurance or low-return savings for retirement expenses [7][8]
1 Portfolio, 2 Formats: The Future of ETFs
Etftrends· 2025-09-29 15:36
Core Insights - VettaFi anticipates the approval of ETF share classes of mutual funds and vice versa to occur in the fourth quarter, indicating that the pending approval is on schedule [1] Industry Impact - The expected approval represents a key milestone for the industry, potentially influencing market dynamics and investment strategies [1]