Target-date funds grew so popular because of their convenience and ability to put retirement investing on “auto-pilot.” The problem is, if an investor’s needs change, their retirement ...

They track an index with the aim of replicating ... To fully understand a fund’s strategy, be sure to read its Morningstar Fund Analyst Report. These mutual funds and ETFs all land in one ...

Here are seven of the best Charles Schwab mutual funds that currently hold a four- or five-star overall Morningstar rating: ...

Within categories, compare similar funds and look at Morningstar’s average figures for fund types. A growth and income fund is a mutual fund or ETF strategy that combines using the capital gains ...