A mutual fund wrap is a personal wealth management service that gives investors access to personalized advice and a large pool of mutual funds.

Mutual funds and index funds allow investors to invest in diverse assets. Although these terms are often confused with being similar, they differ in terms of management style, portfolio composition, ...

Fidelity is among the top five largest fund families in the world. The brand has a strong reputation in no-transaction-fee funds with low expense ratios that provide access to popular market segments.

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 ...

Learn how third-party distributors operate, their role in mutual funds, and how they offer unbiased advice to investors, ...

What is a mutual fund? A mutual fund is an investment vehicle that brings together money from various investors. It’s akin to a large pot of money in which many people pool their cash to buy a ...

Equity arbitrage funds, which profit from price differences between the cash and derivatives markets, are increasingly being ...

Diversifying your investments is important. It helps spread your risk across multiple assets and can increase your odds of getting positive returns over time. Mutual funds are a way to get instant ...

What Is A Balanced Fund? Balanced investing generally reflects a split allocation between growth investments such as common stocks, and lower-risk investments such as bonds. Many investors build their ...

Right now, the top aggressive growth mutual funds are Primecap Odyssey Aggressive Growth Fund, Morgan Stanley Institutional Discovery Fund and T. Rowe Price Mid-Cap Growth Fund. Aggressive growth ...

The top energy mutual funds are Vanguard Energy Fund, Fidelity Select Energy Portfolio and BlackRock Energy Opportunities Fund. Energy mutual funds are a dynamic way to invest in one of the world’s ...

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 ...