Learn about mutual funds. Discover how they work, including NAV, types (index, bond, target-date), pros and cons, and how to choose the best option for your goals.

Dozens of companies recently got approval from the SEC to add ETF share classes of mutual funds and vice versa, something they’ve waited years for.

A Morningstar study found that investors lost about 15% of their returns over 10 years. These tips might help you avoid ...

Ask a beginner retail investor what they think best predicts whether a fund will outperform, and the answers tend to vary. Some point to the long-running dominance of U.S.-focused funds as evidence ...

Fidelity is among the top five largest fund families in the world. The brand has a strong reputation in no-transaction-fee funds with low expense ratios that provide access to popular market segments.

Mutual funds and index funds allow investors to invest in diverse assets. Although these terms are often confused with being similar, they differ in terms of management style, portfolio composition, ...

Forbes contributors publish independent expert analyses and insights. Many investors achieve their investment goals using just mutual funds because of their breadth of options, relatively low costs ...

In late April, asset manager PGIM filed a request with the SEC for exemptive relief to offer its existing mutual fund shares in the form of ETFs. PGIM joins several other asset managers, including ...

A balanced fund is a type of investment which offers investors both stocks and bonds in a single fund. This provides owners with exposure to both growth and income in a single holding. Looking for a ...

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 funds are a way to get instant ...

Learn how third-party distributors operate, their role in mutual funds, and how they offer unbiased advice to investors, despite additional fees.

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 ...