Liquidity Equity funds are generally highly liquid investments, meaning investors can easily buy and sell their fund shares on the market. This liquidity allows for easy access to funds when needed ...

Private equity can be appealing for clients who want access to privately held companies and long-term growth. Access, however, is often limited to accredited and institutional investors. In this ...

The Morningstar Style Box is a nine-square grid that provides a graphical representation of the "investment style" of stocks and mutual funds. For stocks and stock funds, it classifies securities ...