Learn about mutual funds. Discover how they work, including NAV, types (index, bond, target-date), pros and cons, and how to ...

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 ...

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, ...

Vanguard Real Estate Index Fund (VGSLX) offers broad diversification and low expenses. T. Rowe Price Real Estate Fund (TRREX) delivers strong, active management for U.S.-based assets. Fidelity Real ...

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 ...

What Is A Balanced Fund? Balanced investing generally reflects a split allocation between growth investments such as common stocks, and lower-risk investments such as bonds. Many investors build their ...

The top energy mutual funds are Vanguard Energy Fund, Fidelity Select Energy Portfolio and BlackRock Energy Opportunities Fund. Energy mutual funds are a dynamic way to invest in one of the world’s ...

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

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 ...