Selling mutual funds? Choose the right cost basis method to manage taxes efficiently and maximize your gains. Explore ...

It’s not easy to gauge whether your fund is performing well or not. If your fund has been underperforming continuously for 6 ...

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

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, ...

Learn how blend funds differ from balanced funds regarding asset mix and investment strategy. Gain insights into choosing the ...

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 ...

"Index funds can help investors achieve long-term success through their low costs, broad diversification, low turnover and ...

A few weeks ago, we talked about a U.S. Securities and Exchange Commission’s Division of Enforcement initiative that required financial firms to make payments to certain customers who purchased mutual ...

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.

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 ...

A particular mutual fund may have the letters A, B, C or I associated with it. They represent the share class the multi-class mutual fund has to offer. For example, Fidelity Advisor Value Fund has ...