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

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...

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 systematic transfer plan (STP) enables investors to temporarily park funds before transferring to a target mutual fund.

Money market mutual funds can be useful savings vehicles. Here are the 5 best money market funds as measured by yield, and how to choose which funds may be best for you. Many, or all, of the products ...

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, ...

There are thousands of schemes available today to invest in mutual funds and many of investors unable to decide which fund is ...

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.

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 ...

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 ...

Alice Zhang is an Editor with Investopedia. She works on stories about business and impact investing. She is a Certified VITA Advanced Tax Preparer. Charlene Rhinehart is a CPA , CFE, chair of an ...