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

A mutual fund wrap is a personal wealth management service that gives investors access to personalized advice and a large pool of mutual funds.

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.

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 ...

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, ...

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 ...

Diversifying your investments is important. It helps spread your risk across multiple assets and can increase your odds of getting positive returns over time. Mutual funds are a way to get instant ...

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 ...

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 ...

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 ...