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 ...

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 ...

For a long time, it seemed that the Fairholme Fund was infallible. From 2002 through 2010, veteran manager Bruce Berkowitz beat the S&P 500 every year except for one. In four of those years, the fund ...

Discover the process of liquidating mutual funds, including fees, taxes, and potential impacts on returns, to make informed ...

Although the tax benefits of exchange-traded funds are not needed in most retirement accounts because their assets grow tax-free, investors could be better off holding index ETFs rather than a ...

Since Ryan is inheriting his mother’s investments, a step-up in basis provision would apply. This means that the taxes owed ...

I've built my mutual fund portfolio by choosing funds across different categories and AMCs, assuming that meant I was well-diversified. But I recently came across the idea that true diversification ...

Mutual fund feeds and expenses are charges that may be incurred by investors who hold mutual funds. Running a mutual fund involves costs, including shareholder transaction costs, investment advisory ...

In contrast with 2022, when cash was the only asset type in my Model Bucket Portfolios that landed in the black, every holding in all six of the portfolios delivered a positive return in 2023. (For my ...

Mutual fund feeds and expenses are charges that may be incurred by investors who hold mutual funds. Running a mutual fund involves costs, including shareholder transaction costs, investment advisory ...

Big bets in mutual funds usually do not pay off. My recent research documenting 25 years of large bets in mutual funds shows that even successful big bets often don’t make up for index-trailing ...