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 ...

A Morningstar study found that investors lost about 15% of their returns over 10 years. These tips might help you avoid ...

Dozens of companies recently got approval from the SEC to add ETF share classes of mutual funds and vice versa, something they’ve waited years for.

Forbes contributors publish independent expert analyses and insights. Many investors achieve their investment goals using just mutual funds because of their breadth of options, relatively low costs ...

Nippon India Pharma Fund has emerged as a standout long-term wealth creator, turning a ₹10,000 monthly SIP into nearly Rs ...

Alice Zhang is an Editor with Investopedia. She works on stories about business and impact investing. She is a Certified VITA Advanced Tax Preparer. Charlene Rhinehart is a CPA , CFE, chair of an ...

"Index funds can help investors achieve long-term success through their low costs, broad diversification, low turnover and ...

Investors should dig deeper into historical returns, not just stop at funds’ recent performance. They must even go beyond ...

Fidelity is among the top five largest fund families in the world. The brand has a strong reputation in no-transaction-fee funds with low expense ratios that provide access to popular market segments.

When it comes to choosing the right mutual fund, investors often look at returns, risk, and expense ratios. But an important tool that helps in assessing a fund’s investment approach is the investment ...

A few weeks ago, we talked about a U.S. Securities and Exchange Commission’s Division of Enforcement initiative that required financial firms to make payments to certain customers who purchased mutual ...

CLIENTS REDEEMED A RECORD AMOUNT OF MUTUAL FUND shares during the summer of 2002, apparently fed up with markets that continued to decline. CPAs can help these investors use the basis elections in ...