Selling mutual funds? Choose the right cost basis method to manage taxes efficiently and maximize your gains. Explore ...

Learn how blend funds differ from balanced funds regarding asset mix and investment strategy. Gain insights into choosing the ...

Dozens of companies recently got approval from the SEC to add ETF share classes of mutual funds and vice versa, something they’ve waited years for.

"Index funds can help investors achieve long-term success through their low costs, broad diversification, low turnover and ...

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 ...

Right now, the top aggressive growth mutual funds are Primecap Odyssey Aggressive Growth Fund, Morgan Stanley Institutional Discovery Fund and T. Rowe Price Mid-Cap Growth Fund. Aggressive growth ...

In an age where algorithms trade in milliseconds and investing apps put entire markets in your pocket, choosing the right ...

A Morningstar study found that investors lost about 15% of their returns over 10 years. These tips might help you avoid ...

A balanced fund is a type of investment which offers investors both stocks and bonds in a single fund. This provides owners with exposure to both growth and income in a single holding. Looking for a ...

It's not easy to gauge whether your fund is performing well or not. If your fund has been underperforming continuously for 6 ...

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, ...

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 ...