Some fund providers are converting mutual funds to ETFs to offer more tax-efficient investments. Generally, these conversions are a step in the right direction for investors. Relatively little effort ...

The S&P 500 is a high bar for fund managers. The Dow? Not as much. An actively managed fund will always underperform an index comprised of the stocks from which the fund selects. Did your mutual fund ...

Perhaps the most obvious difference is how investors trade ETFs and mutual funds. ETFs trade like stocks: Investors buy or sell them on a stock exchange. By comparison, mutual fund investors transact ...

In a move anticipated for two years, the Securities and Exchange Commission signaled earlier this week that it would grant ...

Actively managed mutual funds and exchange-traded funds continued to perform poorly in 2024 relative to their index fund peers, according to a report from Morningstar’s annual U.S. Active/Passive ...

ETFs do in-kind transactions. An in-kind transaction frequently avoids being a taxable event because securities are swapped for other assets of equal value. Mutual funds, conversely, sell the assets ...

If the market’s rally holds, it’ll be a third straight year of double-digits gains. Plus: A Financial Flashback to 20 years ...

For more than two decades, US money managers have looked on enviously as Vanguard Group reaped the benefits of a unique ...

Big Shake Up The landmark regulatory shift is set to have wide-ranging effects on Wall Street, if fund firms add exchange-traded fund shares to mutual funds en masse. Some experts caution that the ...

Comparison of ULIPs and mutual funds reveals mutual funds outperform across equity, debt, and hybrid allocations consistently ...

Morningstar Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar ...

If you were handed a list of "the best mutual funds for 2010," you'd have a hard time believing that any of them would turn out poorly if you picked them. And yet, if you picked them — the 10 funds ...