Discover how quantitative analysis can illuminate hedge fund performance, offering insights into risk metrics and benchmarks ...

Learn about sales charges, the types that exist, and their impacts on investments. Discover why they attract criticism and how to avoid them for better returns.

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

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 ...

Expense ratios for mutual funds and ETFs have plunged over the past 28 years, per an ICI report. Thanks to the popularity of no-load funds, the average expense ratio for mutual funds has been steadily ...

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 ...

Looking beyond headline returns can make a big difference to long-term wealth creation. An analysis of over 500 active equity ...

Rule of 72, 114, and 144 for investment growth, Rule of 70 for inflation, 110 Rule for asset allocation, and 3-6 Rule for ...

The best large-cap mutual funds right now are Fidelity ZERO Large Cap Index Fund, Vanguard 500 Index Fund Admiral Shares and T. Rowe Price U.S. Large-Cap Core Fund. Large-cap mutual funds can be a ...

Even folks new to investing have probably heard someone mention index funds. But what are they and how do they work? This article explores index funds in detail to help you understand how they work, ...

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 ...