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 ...

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 ...

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

Choosing the best Fidelity mutual funds is no simple feat. The Boston-based investment giant manages hundreds of funds, ...

Mutual funds have been one of my go-to investments for years thanks to their simplicity and convenience. Think of mutual funds as a financial buffet, offering a wide spread of investment options that ...

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 ...

Many investors focus on total returns when comparing one fund against another. While it's good to know how much your money can grow, the size of the fund can also impact your total returns. Each fund ...

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 — ...

As per Sebi norms, the mid cap mutual funds are mandated to invest in companies that are between 101 and 250 in the market ...