Asset managers are seeking to capitalize on the popularity of exchange-traded funds. Experts say it's to the benefit of many ...

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 ...

Learn about investment companies, their types, how they operate, and typical structures through examples. Gain insights into their roles in financial markets.

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 ...

The US federal government’s Thrift Savings Plan ended April 2024 with $872 billion in assets serving more than 7 million participants—or one in every 25 workers in the United States. Our series of ...

Exchange-traded funds, or ETFs, and mutual funds are often used interchangeably because they share so many similarities and can accomplish the same crucial investment goal: diversifying your portfolio ...

Take a Financial Advisor Quiz. Diversifying your investments is important. It helps spread your risk across multiple assets and can increase your odds of getting positive returns over time. Mutual ...

Discontinuing your mutual fund SIP is not always wrong. Sometimes, your financial goals have already been met, or another ...

Discover what annual turnover is, learn how to calculate it with our formula, and explore examples in investments and ...

When it comes to mutual funds, most investors assume the more schemes they hold, the safer their money is. At first glance, a ...

Regulators’ survey of mutual fund reps at Ontario bank branches has renewed concerns about proprietary shelves and exposed ...

CLIENTS REDEEMED A RECORD AMOUNT OF MUTUAL FUND shares during the summer of 2002, apparently fed up with markets that continued to decline. CPAs can help these investors use the basis elections in ...