Sam Bourgi is contributing writer for ETFdb.com and MutualFunds.com, where he brings more than seven years of progressive experience in economic research, market analysis, and public policy. A published author in peer-reviewed literature, industry research and financial media, Sam has produced authoritative reports covering the financial markets, labor market, and industry verticals. He holds a Master’s Degree in Public Policy from McMaster University, with a focus on economic policy and global political economy.
Recent Content By
Check out this article to learn more about the nuances of tactical asset allocation strategy.
In the investment world, the wealth divide between retail and institutional investors is well understood.
When it comes to mutual funds, share splits are usually nothing more than a marketing device to encourage people to invest in the fund.
The article introduces the process of portfolio management and shows how mutual funds can fit.
An in-kind redemption is a type of payment that is made in securities or in another format as opposed to cash.
Active share refers to the percentage of a fund’s underlying holdings that are different from its benchmark index.
Investors who rely on mutual funds to grow their wealth often overlook the importance of the adjusted net asset value (NAV) in their decision-making progress.
Factor investing refers to a broad area of investment research that elevates the role of factors in portfolio management.
If you have a 401(k) or employer-sponsored retirement account, you’ll want to learn more about the R-class shares of mutual funds.
In the world of finance, institutional investors are a powerful force.
’How to buy mutual funds’ is a topic that comes up frequently among new investors.
While markets don’t always behave rationally, their performance usually mirrors the expectations of the Modern Portfolio Theory.
Despite being overlooked by a large segment of the investing community, alternative mutual funds (AMFs) have generated considerable buzz in recent times.
Personal values tied to environmental and social causes are influencing investor behavior like never before.
MutualFunds.com provides weekly information about any material impact on the mutual funds industry.
Sign up for Advisor Access
Receive email updates about best performers, news, CE accredited webcasts and more.
Total long-term flows are again positive for the two weeks ending February 5,...
Check out our latest edition of trending funds series, wherein 3 top ESG...
Kristan Wojnar, RCC™
This week we are taking a look at the topics of podcasts, how...