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 ...

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.

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

Mutual funds and index funds allow investors to invest in diverse assets. Although these terms are often confused with being similar, they differ in terms of management style, portfolio composition, ...

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 ...

What is a mutual fund? A mutual fund is an investment vehicle that brings together money from various investors. It’s akin to a large pot of money in which many people pool their cash to buy a ...

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, ...

Investors should dig deeper into historical returns, not just stop at funds’ recent performance. They must even go beyond ...

Alice Zhang is an Editor with Investopedia. She works on stories about business and impact investing. She is a Certified VITA Advanced Tax Preparer. Charlene Rhinehart is a CPA , CFE, chair of an ...

A mutual fund is an investment vehicle that pools money from multiple investors to purchase a portfolio of securities. Mutual funds can invest in a wide variety of securities, from stocks and bonds to ...

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 ...