James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...

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

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 ...

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 ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. A balanced fund is a mutual fund that typically contains a component of stocks and bonds. A mutual fund is a ...

NEW YORK - It seems there's always a mutual fund, or category of funds, that's become the darling of the stock market. Perhaps it's small-caps one year, value funds the next. And of course, there are ...

Confusing investors everywhere, one mutual fund may have multiple share class offerings. Multiple versions of a share class are often used to differentiate between the types of fees that the fund ...

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

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

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.