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 ...

Money market funds are a key tool for conservative investors and short-term cash management—here’s how they work and when ...

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

Reclassification involves changing a mutual fund's share class without a taxable event, offering flexibility in investment ...

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 ...

ETFs are traded like stocks, allowing buying/selling throughout the trading day. Mutual funds are priced at net asset value at the end of each trading day. ETFs offer better tax efficiency than mutual ...

Active ETFs trade intraday. They have some tax benefits, and you’re going to get the same thing you’d get in a mutual fund with a manager picking stocks trying to beat an index instead of replicate ...

Major U.S. indexes have lost their shine in 2025—the Nasdaq Composite, the S&P 500, and the Dow Jones Industrial Average—were down by 8.9%, 3.6%, and 0.8%, respectively, over the year-to-date period.

US mutual funds trace their origin to 1924’s Massachusetts Investors Trust, which was the first formalized US mutual fund entity. Closed-end funds (CEFs) are similar to mutual funds, except they trade ...