Rights of Accumulation (ROA) offer mutual fund investors reduced sales charges by hitting breakpoints. Explore how ROA can optimize your investing strategy.

Mutual funds continue to be among the most popular investing tools for both individual and professional investors who seek to beat the market or simply access a broad swath of investments rather than ...

Precious metals and foreign stock funds realized the highest returns last year; plus, mutual funds moved closer to launching ETF share classes.

Gold funds are investment vehicles that offer exposure to gold by holding bullion, futures, or mining stocks. Learn types, ...

The PRISM Wealth-Building Process can help you decide on the appropriate allocation for each of your goals. This five-step process helps to create a personalized investment policy statement to guide ...

In many ways, exchange-traded funds are an evolution of mutual funds. ETFs are like mutual funds that trade throughout the day but are more tax-efficient, transparent, and accessible. And they are ...

You may be familiar with bonds, but bond funds are a different way to invest in them. A bond fund is a professionally managed pool of bonds — held inside an exchange-traded fund (ETF) or mutual fund — ...

Mutual funds are one of the easiest ways to diversify your portfolio, and open-end mutual funds are the most common type you’ll find. With a low entry barrier, they issue and redeem shares based on ...

Both vehicles make it easy to own a wide portfolio of stocks and bonds. But there are some key differences Written By Written by Contributor, Buy Side Tanza Loudenback is a contributor to Buy Side and ...