Non-U.S. funds are up 9.3% in 2026, winning the stock-fund olympics. Plus: A Financial Flashback to when the Dow crossed 500 ...

While these investments have a lot in common, their distinctions may make one a better financial choice ...

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 ...

Discover what a retail fund is, what they mean for investors, and how individual investors use them to achieve investment ...

Learn about capital gains, cost basis, qualified dividends, and more ...

Among actively managed mutual funds and exchange-traded funds, 38% beat their passive counterparts, down from 42% in 2024, according to a Morningstar report.

The Investment Company Institute, SIFMA and other industry groups argue the bipartisan GROWTH Act would end "harmful double-effect" of surprise tax bills.

Instead of redeeming your mutual fund units during a cash crunch, some investors choose to borrow against them.

Christine Benz of Morningstar Emergency funds need a PR makeover. Who wants to think about broken-down cars, sick dogs, or ...

Aegis Value Fund reports a 67.07% return in 2025, driven by surging gold and energy stock performance. Read the full portfolio manager letter for insights.

Touchstone Strategic Income Fund (Class A Shares, Load Waived) outperformed its benchmark, the Bloomberg U.S. Aggregate Bond ...

SEBI has introduced a voluntary lock-in facility allowing investors to freeze debits from mutual fund folios. The measure aims to enhance digital security and prevent unauthorized unit ...