A focused fund is a mutual fund concentrated on a limited set of stocks or bonds with specific characteristics. Learn how it ...

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

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

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 ...

Flexi cap schemes are typically recommended to moderate investors to create wealth over a long period of time. Ideally, one ...

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 ...

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

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 ...

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

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 ...