Rights of Accumulation (ROA) offer mutual fund investors reduced sales charges by hitting breakpoints. Explore how ROA can optimize your investing strategy.

You might be invested in multiple mutual funds, but they might be invested in the same stocks. Here’s how to go about fixing that.

Asset managers are taking a variety of approaches to offer their mutual fund strategies as exchange-traded funds. They seek to capitalize on ETF popularity in recent years. ETFs are generally a better ...

Precious metals and foreign stock funds realized the highest returns last year; plus, mutual funds moved closer to launching ETF share classes.

Investors and retirement savers who want to own broad swaths of the stock and bond markets often face a choice: Do they want to buy time-honored mutual funds, or upstart exchange-traded funds? If ...

Choosing the best Fidelity mutual funds is no simple feat. The Boston-based investment giant manages hundreds of funds, ...

Forbes contributors publish independent expert analyses and insights. #1 stock picker for 51 straight months on SumZero. AI is my edge. There are at least 147 different Technology mutual funds and at ...