Every mutual fund has a prospectus, which is a sort of mission statement that outlines the fund's specific investment aims and objectives, associated fees, and other important information.

When it comes to investing, one of the key principles that financial advisors and experts emphasize is the importance of asset allocation. Asset allocation refers to how an investor divides their ...

As with any other investment, you need to do your homework before investing in a mutual fund. Not every fund is a good investment. To separate the wheat from the chaff, your research must look beyond ...

My colleague, Jeff Reeves, has a longer explanation about what are the types of mutual funds, including breaking them down by asset class. But another important way to differentiate funds is by ...

Recently, there has been increased attention on mid- and small-cap funds. Some industry experts recommend exercising caution, ...

However, not all mutual funds pay dividends, so if generating regular dividend income is important to you, learn which types of funds pay the highest dividends. For those who are primarily ...

A continuing shift to low fees, growing dominance of mega-managers, and the clamor for product innovation are set to reshape ...

We list out half a dozen value mutual funds which have delivered over 12 percent compound annual growth rate (CAGR) return in ...

Hampton: Some big mutual funds don’t have an ETF sibling ... As far as the fourth quarter goes, more important than the results, we’d say, is the outlook, the guidance that the company ...

Lipper lists all five ratings for any given mutual fund and lets investors decide which is most important to them. Each category is assigned a rating on a scale of one to five. For example ...