A deep dive into the factors driving fee trends across asset managers. In 2024, the average expense ratio paid by fund investors was less than half what it was two decades ago. Between 2005 and 2024, ...

Investment product selection involves many variables, but one area that requires a balancing act is the trade-off between affordability, diversification and sophistication. "Everyone wants the holy ...

A mutual fund pools money from its shareholders and invests in stocks, bonds or short-term debt. Mutual funds are managed by professional investment advisors who ensure that the fund's portfolio ...

High commissions and charges, like investment fees, are maddening, whether hidden or out in the open. These pesky charges also come with a financial cost. Anyone who’s ever bought a concert ticket or ...

This year, Wall Street is observing the centennial for one of investing's most critical and ubiquitous vehicles: the mutual fund. OK, technically, mutual funds have existed in some form since the late ...

It’s easy to become a hyperfocused investor. With so much investment information available, you can spend all your time chasing advisor suggestions, scrolling through financial articles, and screening ...

Most investors end up owning too many mutual funds through impulse, tips, or changing market cycles. The result is a portfolio that mirrors an index yet charges active fees. Deciding what to buy is ...

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, ...

Among the many retirement plans available, the 401(k) plan remains the most renowned and most preferred retirement plan in the US. There are thousands of companies that offer the 401(k), and one of ...

Both vehicles make it easy to own a wide portfolio of stocks and bonds. But there are some key differences A well-rounded investment portfolio should include dozens of stocks. But researching and ...