It is never too late to invest in mutual funds for retirement. As such, if you plan to invest in some of the best funds, the Zacks Mutual Fund Rank can provide you with valuable guidance. The easiest, ...

One in four representatives said products or services have been recommended to clients that are not in their interest, survey ...

Since then, mutual funds have grown into $25 trillion-plus market in the U.S. alone, according to the Investment Company Institute's (ICI) 2024 Investment Company Fact Book.

Index funds. Also known as passive funds, index funds match the performance of a benchmark index like the S&P 500 or the Dow Jones Industrial Average. A mutual fund can be an index fund, but so ...

According to OSC and CIRO, 40 percent of representatives said performance scorecards—used to track sales and client contact ...

Mutual fund performance depends entirely on the market. Tax-deferred growth only in a qualifying retirement account. With IRAs and 401(k)s, your investment can grow tax-deferred.

These mutual funds and ETFs focus on US dividend stocks and had at least one share class that earned top Morningstar Medalist Ratings of Silver or Gold that’s 100% analyst driven as of June 23, ...

These top-rated ETFs and mutual funds from Vanguard make excellent long-term investments in 2025 and beyond. The Best Vanguard Funds | Morningstar Morningstar brands and products ...

The average money market fund fee is 0.38%, which is sharply higher than the 0.05% average fee on an index equity mutual fund, according to the Investment Company Institute (ICI).

Consider the nearly 3,900 actively managed U.S. equity mutual funds and exchange-traded funds tracked by investment researcher Morningstar. In calendar 2024, just 13.2% of these investments beat ...

If you own mutual funds, year-end payouts can trigger a surprise tax bill — even when you haven't sold the underlying investment. But some lawmakers want to change that. Sen. John Cornyn, R ...

Mutual funds and exchange-traded funds (ETFs) both provide a great source of diversification, but at first glance it can be hard to tell the difference between these two types of funds.