The universe of mutual funds and exchange-traded funds continues to grow. Here are some common pitfalls investors should be ...

When you invest in a stock, you buy a share of one company. A mutual fund bundles stocks, bonds, or other securities together, offering instant diversification in a single investment.

When it comes to long-term investing, the debate between index funds and mutual funds is a common one. Both investment ...

Sotiroff also pointed out that Vanguard itself tried to prevent other asset management firms from using the ETF share class by patenting it, however that patent expired in May 2023, which led to a ...

Did your mutual fund beat the market last year? The answer isn’t clear, since it depends on how you define “the market.” Consider the nearly 3,900 actively managed U.S. equity mutual funds ...

The 20 mutual funds with the best returns of 2024 — and how they’re doing thus far this year All of the leaders produced returns that nearly doubled the broader stock market Updated: Jan. 24 ...

With approximately $60 billion in total net assets, VGSLX is the largest fund on our list of best real estate mutual funds and the only one that is passively managed. Its current dividend yield ...

Target-date fund assets soared to a record $4 trillion in 2024 as collective investment trusts overtook mutual funds, Morningstar has reported in its annual target-date fund landscape report.

The latest tally shows that 65% of actively managed U.S. large-capitalization mutual funds fell short of the benchmark Standard & Poor’s 500 stock index in 2024.