First, ETFs are usually more passively managed, whereas most mutual funds are more actively managed, meaning the fund manager can add or remove stocks at will based on ongoing market analysis.

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

While some mutual funds are index funds, which aim to track the performance of a specific market index, most are actively managed, meaning fund managers follow an investment strategy to buy and ...

For one, mutual funds settle transactions at a single price ... That's because both funds are market-capitalization-weighted, meaning larger companies make up a bigger share of the portfolio.

Ever wondered what a particular annualised return rate actually means or investors? In this article, let’s compare how a ...

The latest tally shows that 65% of actively managed U.S. large-capitalization mutual funds fell short of the benchmark Standard & Poor’s 500 stock index in 2024. That’s worse than the 60% of funds ...

Jamie Johnson is a Kansas City-based freelance writer. Her work has been featured on several of the top finance and business sites in the country, including Insider, USA Today, Bankrate, Rocket ...

Annuities and mutual funds are two popular investments that can help you pay for retirement. But these two options are very different from each other, making it essential to understand what sets ...

For mutual fund investors, especially SIP participants, XIRR offers a more precise measure of returns than CAGR. It accounts ...

This generally applies to mutual funds rather than ETFs. A high investment minimum could mean paying lower annual fees, though, so you'll want to explore your options. The expense ratio is the ...