Among the passive investments, ETFs have surpassed mutual funds, according to ICI data. Of the 51% market share last year, ...

Industry report details decades-long trends in expense ratios, 2024 fee movements, and how shifts in advisor compensation ...

Investor interest in lower-cost funds fueled the downward trend in average equity mutual fund expense ratios in 2024, a new report from the Investment Company Institute shows. The report, Trends in ...

As of 12/31/2024, the Putnam Short Duration Bond Fund’s Class Y and Class A shares received a 4 star overall Morningstar ...

Net Returns (NR) include income net of tax withholding when dividends are paid.

Financial advisor" covers a wide range of services, ranging from simple counsel and budgeting to tax preparation, long-term planning and portfolio management. What you pay, and how much, will depend ...

While financial advisors promise help, they typically charge steep fees and work with clients who have significant assets.

Their analysis focused not only on the worst-performing managers of mutual funds or exchange-traded products, but also the 15 mutual funds, or exchange-traded products, believed to be the worst ...

Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns.

A staple in employer-sponsored retirement plans, mutual funds can offer instant diversity for a portfolio. Here's a look at ...

Sector funds are a type of money market fund or ETF. They are a collective investment that focuses their investment efforts ...

Cybersecurity ETFs provide diversified exposure to global companies addressing rising cyber threats and digital security ...