At the end of November 2025, the SEC formally approved the first applications for mutual fund complexes to offer an ETF share ...

Beginner investors might wonder "what is a mutual fund?" Here, we answer that question and look at the pros and cons of ...

Dozens of companies recently got approval from the SEC to add ETF share classes of mutual funds and vice versa, something they’ve waited years for.

A mutual fund is an investment that allows individuals to pool their money along with other investors and invest in a collection of securities such as stocks and bonds. Most mutual funds invest in ...

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 ...

Investors and retirement savers who want to own broad swaths of the stock and bond markets often face a choice: Do they want to buy time-honored mutual funds, or upstart exchange-traded funds? If ...

Recently, Roshi Jain, a star fund manager, made her exit from HDFC Mutual Fund, one of the top five fund houses in the ...

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CLIENTS REDEEMED A RECORD AMOUNT OF MUTUAL FUND shares during the summer of 2002, apparently fed up with markets that continued to decline. CPAs can help these investors use the basis elections in ...