Rights of Accumulation (ROA) offer mutual fund investors reduced sales charges by hitting breakpoints. Explore how ROA can optimize your investing strategy.

Mutual funds continue to be among the most popular investing tools for both individual and professional investors who seek to beat the market or simply access a broad swath of investments rather than ...

Comparing mutual funds and brokerage accounts is a little like comparing apples and oranges. While mutual funds are professionally managed investment products, brokerage accounts are used for ...

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 ...

Individuals looking for low-risk investment options may consider money market accounts or mutual funds. Despite sharing similarities, it is crucial to note significant differences between the two when ...

Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds. How can you tell a good mutual ...

Precious metals and foreign stock funds realized the highest returns last year; plus, mutual funds moved closer to launching ETF share classes.

A mutual fund pools money from its shareholders and invests in stocks, bonds or short-term debt. Mutual funds are managed by professional investment advisors who ensure that the fund's portfolio ...

Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse financial management experience. He is an expert on personal finance, corporate finance ...

The US federal government’s Thrift Savings Plan ended April 2024 with $872 billion in assets serving more than 7 million participants—or one in every 25 workers in the United States. Our series of ...

Mutual fund industry urges income tax reforms to boost long-term investment, revive debt fund inflows, and strengthen retail ...

How is mutual fund distribution changing in India? NJ Wealth CEO Misbah Baxamusa shares expert insights on digital trends, ...