Understand how dividends affect the net asset value of mutual fund shares, and how this fits into the calculation of a mutual ...
Discover the key advantages of mutual funds, including attractive returns, convenience, and built-in diversification.
Vanguard Group, the largest U.S. manager of mutual fund assets, agreed to pay $40 million to settle a lawsuit claiming it ...
Fees, performance and fund type are all important things to keep in mind when shopping for a mutual fund. FSELX and FCGSX are currently some of the best-performing mutual funds in terms of 5-year ...
Some experts say comparing average ETF fees to those of mutual funds isn't quite fair, because most ETFs have historically been index funds, not actively managed funds. Index funds are generally ...
Over the 12 months ended 9/30/24, Appleseed Fund Institutional Class has generated an absolute return of 20.46%, slightly ...
Over the past 50 years or so, active funds’ returns have converged toward those of their underlying indexes, research finds. Small-cap funds are the exception.
When it comes to how to pick a mutual fund, it depends on several factors, including the purpose, the cost and your investment options. Matthew Cleary, a certified financial planner (CFP ...
To fully understand a fund’s strategy, be sure to read its Morningstar Fund Analyst Report. These mutual funds and ETFs all land in one of the broad international stock categories, earn the top ...
For financial advisors, the introduction of the Mutual Fund Window offers an opportunity to expand services and provide ...
Eckhardt Trading Co., founded by longtime managed-futures trader Bill Eckhardt, is branching out into the mutual-fund world with a strategy often associated with hedge funds. The Quantified ...
Mutual funds are investment vehicles that allow many individual investors to pool their cash into a professionally managed portfolio curated and maintained by a fund manager. Each investor ...