Vanguard’s success on that front is partly because many of its largest funds are index funds, which seek to track the market, ...

As the Dow surges past 48,000, investor optimism lifts utility mutual funds like FKUTX, FIUIX, and BULIX into focus.

Some asset managers recognize that their ever-expanding lineups of mutual funds can be intimidating, especially for investors who are new to fund selection. To make the process ...

The Fund underperformed the Russell 2000® Index over the last quarter and the past year mainly due to security selection. The ...

ETFs are becoming more active. That’s helping ETFs gain even more market share from investors. It seems clear that ETFs are more attractive to younger investors, and easier to access through trading ...

Chinese investors’ demand for equity mutual funds is picking up, a sign that confidence in the local market is growing as the ...

The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It normally invests at least 80% of its assets in low-priced stocks (those priced at or below $35 per ...

Across the mutual fund landscape, data consistently shows that diversification benefits plateau after a certain point. Most ...

For retirees who are using income distributions from their investments to help cover living expenses, the small fees levied by index funds and ETFs ensure that more of those payouts flow to them.

Read the Thrivent Mid Cap Stock Fund's Q3 2025 commentary on its underperformance, driven by Health Care and IT, and discover ...