Morningstar's number one fund of 2025 has had impressively high returns over the past two years, but its expense ratio ...

Discover how quantitative analysis can illuminate hedge fund performance, offering insights into risk metrics and benchmarks ...

Learn about sales charges, the types that exist, and their impacts on investments. Discover why they attract criticism and how to avoid them for better returns.

Mutual funds have been one of my go-to investments for years thanks to their simplicity and convenience. Think of mutual funds as a financial buffet, offering a wide spread of investment options that ...

The best large-cap mutual funds right now are Fidelity ZERO Large Cap Index Fund, Vanguard 500 Index Fund Admiral Shares and T. Rowe Price U.S. Large-Cap Core Fund. Large-cap mutual funds can be a ...

A few times a year, whether in the financial press or from clients and prospective clients, we encounter comments about mutual funds that contain misconceptions. There are three more-frequent ...

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, ...

Mutual funds vary significantly in terms of their makeup, historical returns and fees. Understanding the different types of mutual funds can help you make a selection. Consider management style, costs ...

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 ...

There are thousands of schemes available today to invest in mutual funds and many of investors unable to decide which fund is truly worth your money? One useful tool that can help answer this question ...

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 ...

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 ...