ExplainerMutual Funds
CAGR vs XIRR: which return number should you use?
CAGR suits a single investment held over time; XIRR handles many cash flows on different dates. Using the wrong one can flatter or understate returns.
2 min read
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ArticleMutual Funds
How to read a mutual fund factsheet
A factsheet packs a fund’s objective, costs, holdings and risk into a few pages. Here is what each section means and what to look for.
5 min read