A mutual fund is an investment that allows individuals to pool their money along with other investors and invest in a collection of securities such as stocks and bonds. Most mutual funds invest in ...

Dealing with taxes as an investor can be complicated, but the last thing you want is to lose more money to the Internal Revenue Service (IRS) than you have to. That’s where tax-efficient funds come in ...

BlackRock has flipped a mutual fund to an exchange-traded fund for the first time, with the giant asset manager's move reflecting investors' increasing appetite for actively managed ETFs. The firm ...

Launched on Monday, IEQ is not starting from zero. It inherits both the history and portfolio DNA of its mutual fund ancestor, now in the slick, low-cost, and tax-efficient wrapper increasingly ...

The Investment Company of America looks for dividend payers as they demonstrate capital discipline, says investment director Anita Patel Since its 1934 launch, Capital Group's $200 billion-plus ...

Shelton is based in Denver, CO, and is the manager of NASDX. Since Shelton Nasdaq-100 Index Direct made its debut in April of 2000, NASDX has garnered more than $1.62 billion in assets. The fund's ...

For advisors who still have clients invested in mutual funds directly through Vanguard’s legacy transfer agent system, that company dropped some big news: That option is closing at the end of 2025.

BlackRock has flipped a mutual fund to an exchange-traded fund for the first time, with the giant asset manager’s move reflecting investors’ increasing appetite for actively managed ETFs. The firm ...