The best Fidelity index funds for 2026, of course, boast all of these qualities—all while tracking well-built indexes that ...

Mutual funds might not be as scintillating as their younger brethren, exchange-traded funds (ETFs), but they remain among the ...

Mutual fund labels can be misleading; funds within the same style can have vastly different portfolios, risk profiles, and performance outlooks. The overwhelming number of mutual funds complicates ...

At the end of what was arguably one of the best years for the stock market in more than a decade, investors in any of the 20 top-performing mutual funds of 2024 would have earned a return that nearly ...

There are at least 919 different All Cap Value mutual funds and at least 5,732 mutual funds across twelve styles. Do investors need 477+ choices on average per style? How different can the mutual ...

Target-date strategies continue to be the go-to retirement savings vehicle for US workers, with over $4 trillion in assets invested in these investments at the end of 2024. That’s larger than all but ...

If you’re searching for the best mutual funds from Charles Schwab Corp. (ticker: SCHW), your first instinct might be to sort them by historical returns. However, this approach isn’t as intuitive as it ...

Is rebalancing your investment portfolio for 2026 a must-do for all investors? “Rebalancing isn’t equally important in every market environment,” says Morningstar portfolio strategist Amy Arnott.

Fixed-income investments are in the spotlight, thanks to strong yields and prevailing stock market uncertainty. A solid income stream paired with relative price stability is an appealing combo, and ...

Sector mutual fund labels can be misleading; Technology funds, for example, vary significantly in holdings, risk profiles, and performance outlooks. Knowing a fund's holdings is crucial to avoid poor ...