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 ...

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 ...

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 ...

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

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

How do the best mutual funds beat their benchmark? Here are strategies of the winners on IBD's list of 2026 Best Mutual Funds.

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, ...

Understanding key mutual fund ratios such as beta, alpha and Sharpe ratio can help investors evaluate risks beyond returns ...

BlackRock will convert its $1.7 billion BlackRock High Yield Municipal Bond Fund to an active exchange-traded fund, the latest example of shifting investor demand from mutual funds to ETFs. Processing ...

Are your investment managers greenwashing? Greenwashing is generally seen as intentional misrepresentation of a mutual fund by its manager to claim that the fund intends to be “sustainable,” , ...

Expense ratios for mutual funds and ETFs have plunged over the past 28 years, per an ICI report. Thanks to the popularity of no-load funds, the average expense ratio for mutual funds has been steadily ...

SPIVA data shows that 96.3% of large-cap growth funds underperformed over the past 15 years. For investors seeking growth ...