This podcast was recorded on Oct. 4, 2016. Southwick: And the fifth and final thing you maybe didn't, but probably should, know about mutual funds is that the types of funds you choose will have ...

This podcast was recorded on Oct. 4, 2016. Alison Southwick: All right.The second thing that you maybe didn't know, but probably should, about mutual funds is that the expense ratio isn't the ...

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.

Investors are likely to receive mutual fund capital gains distributions, along with a capital gains tax bill reflecting their profits -- especially because of sizable gains in the S&P 500 this year.

Half of all mutual fund managers don’t put a dime in their own funds, says George Sisti. Facts about mutual funds that may surprise you. Share. Resize. Skip to main content. Explore Our Brands. WSJ; ...

You can learn a lot by looking at the quarterly update of mutual funds and reading between the numbers. Knowing that the average fund investor isn't a big fan of sifting through charts filled with ...

Small-stock value funds appear to not fair quite as well. Over the 15 years through Dec. 31, active small-value managers beat their indexes by nearly 0.8% a year on average, according to Vanguard.

Retirement income funds are mutual funds that pair the protection of diversification (in such mixed holdings as bonds and large and mid-cap stocks) with the potential for moderate gains.

Accordingly, the regulations require that a mutual fund provide aggregate per-country information on a statement filed with its tax return, ...

Investors are likely to receive a capital gains tax bill this year. Despite the market drop earlier this year, many equity mutual funds have positive returns so far this year -- so investors are ...

In this week's Motley Fool Answers , Alison Southwick and Robert Brokamp reveal some lesser-known facts about these pooled investment vehicles.. Mutual Funds Fun Facts: The Expense Ratio Is Not ...