A staple in employer-sponsored retirement plans, mutual funds can offer instant diversity for a portfolio. Here's a look at ...

Tailored for every life stage. Our research team assigns Gold ratings to strategies that they have the most conviction will outperform a relevant index, or most peers, over a market cycle on a ...

Industry report details decades-long trends in expense ratios, 2024 fee movements, and how shifts in advisor compensation ...

While both track a specific market index, they differ in structure, cost, and flexibility. Here’s how they compare.

Index mutual funds and exchange-traded funds have surged ahead of actively managed funds, capturing 51% of assets under management in 2024, the Investment Company Institute reported March 26.

Several studies have been conducted, more in the Western world, over the last several decades to find out if passive funds ...

A total of 64 new fund offerings (NFOs) documents have been filed so far this year, reflecting a significant year-on-year ...

Hartford Checks and Balances Fund (I Share) underperformed its blended benchmark and the Lipper Mixed-Asset Target Allocation ...

For the past seven years, Kat has been helping people make the best financial decisions for their unique situations, whether they're looking for the right insurance policies or trying to pay down ...