Exchange-traded funds are cheaper, more tax-efficient and more flexible. But don't put mutual funds out to pasture quite yet.

Warren Buffett has repeatedly advised investors to put their money in low-cost S&P 500 index funds and hold them for decades. He has been so consistent that his instructions for his wife’s inheritance ...

Index funds provide instant diversification by tracking market indexes like the S&P 500. With low expense ratios and minimal turnover, index funds reduce management costs and taxes. Historically, ...

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 ...

Experts urged investors to stick to disciplined asset allocation, temper equity return expectations, and avoid chasing ...

Explore how indexing tracks economic trends, supports passive investing, and serves as a benchmark tool for comparing market ...

The Appeal of Mutual Funds Mutual funds have become a popular investment choice due to their potential for attractive returns. However, it's important to note that these returns are heavily influenced ...

Mutual funds allow investors to pool funds for diversified investment managed by professionals. Mutual fund types include stock, bond, money market, and target date funds. High fees can reduce returns ...

Readers often ask us, "I have a moderate risk appetite; how should I invest in mutual funds?" or "Which mutual funds should I choose with a moderate risk ...

Arbitrage funds are taxed like equity mutual funds. This means they qualify for long term capital gains tax of 12.5% if ...