Understand how dividends affect the net asset value of mutual fund shares, and how this fits into the calculation of a mutual ...

This spectacular year for stocks may come with a surprise downside for some mutual fund investors: a big capital-gains tax bill. When stock investors sell their shares for a profit, they typically ...

And active ETFs with a substantially similar mutual fund strategy tend to be priced near or below ... Second, it cuts back on ...

It's conventional wisdom to buy securities and hold them indefinitely, leveraging the powerful effect of compound interest. This strategy particularly benefits young investors who start early, ...

Passive index investing involves putting your money into index-tracking mutual or exchange-traded funds (ETFs), offering ...

The clinical-stage biopharmaceutical company named Julie Eastland as chief executive officer, president and director. She succeeds Kimberly Blackwell, who will remain as a strategic advisor to the ...

Highly volatile funds can challenge investors’ patience, but these ones have proved themselves over the long run.

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This page shows the average returns of all the mutual fund categories across different time periods. Click on the period to know which categories are top performers for the selected period.