You may think you are spread out, but a large part of your account may still rise and fall with the same few names.

Overview: A mutual fund screener helps filter hundreds of funds using important factors like performance, cost, and risk.Checking long-term returns, expense rat ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee, and has a degree in accounting and ...

While these investments have a lot in common, their distinctions may make one a better financial choice ...

Discover what a retail fund is, what they mean for investors, and how individual investors use them to achieve investment ...

Understanding the difference between SIP, STP and SWP is important because each method addresses a different investment need ...

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, ...

This article discusses the best dividend mutual funds to buy right now.

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 ...

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 ...

On Jan. 1, 2015, there were 1,345 alternative mutual funds in existence. Those funds followed approaches that utilized hedging, shorting, or trend-following, and sported names with terms like ...

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 ...