Investors who want to know "what are the types of mutual funds" may quickly feel overwhelmed by the answer. Mutual funds are popular investments for Americans, and for good reason. They are simple one ...

Exchange-traded funds and mutual funds are similar but also have key differences that may be significant for investors. ETFs tend to be cheaper and save investors money on taxes, experts said. ETFs ...

At the end of what was arguably one of the best years for the stock market in more than a decade, investors in any of the 20 top-performing mutual funds of 2024 would have earned a return that nearly ...

Investors and retirement savers who want to own broad swaths of the stock and bond markets often face a choice: Do they want to buy time-honored mutual funds, or upstart exchange-traded funds? If ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Fidelity is among the top five largest fund families in the world. The ...

There are trillions of U.S. dollars invested in Vanguard funds. Are any of them yours? Whether you are looking to start your investing journey or diversify your holdings, Vanguard likely has a ...

Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds. The easiest, most reliable way to ...

ETFs do in-kind transactions. An in-kind transaction frequently avoids being a taxable event because securities are swapped for other assets of equal value. Mutual funds, conversely, sell the assets ...

Is portfolio rebalancing in 2025 a must-do for all investors? Despite a significant pullback earlier this year, US stocks, as measured by the Morningstar US Market Index, were up about 2% in 2025 ...

The Securities and Exchange Commission (SEC) is on the verge of allowing major changes to the way exchange-traded funds (ETFs) and traditional mutual funds are structured. Specifically, an SEC ruling ...

Expense ratios for mutual funds and ETFs have plunged over the past 28 years, per an ICI report. Thanks to the popularity of no-load funds, the average expense ratio for mutual funds has been steadily ...