Investing in mutual funds can often seem daunting for beginners because there are so many different varieties to consider.

Exchange traded funds continue to emerge as a preferred vehicle for many investors, as they recorded net share issuance of nearly $600 billion in 2023. In contrast, long-term mutual funds experienced ...

A breakpoint in mutual funds is the investment level that reduces sales charges, offering larger investors discounts. Learn ...

Almost three dozen fund providers have requested approval from the SEC to use Vanguard’s previously patented ETF-as-a-share class fund structure. The unique hybrid structure essentially bolts an ETF ...

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

Floating-rate funds can provide income investors with diversification and some protection from interest rate risk. They can ...

The expected SEC approval of ETF share classes for mutual funds and vice versa poses more technical and tax-related challenges than simply pressing a button to convert massive holdings. Processing ...

Doug Ford’s government is pushing regulators to give retail investors access to private assets such as real estate that can ...

On 29 September 2025, the US Securities and Exchange Commission (SEC) issued notice 1 of an exemptive application 2 filed by Dimensional Fund Advisors LP, et al. (Dimensional) seeking relief (Relief) ...

Vanguard reduces expense ratios across 53 funds totaling nearly $250 million in fee cuts for 2026 affecting 84 share classes ...