If you’re considering investing in a mutual fund or ETF, you might have heard the terms “open-end” and “closed-end” — and immediately scratched your head in confusion. Indeed, these are two distinct ...

Open-end funds allow investors to buy and sell shares at any time based on the current net asset value (NAV), while closed-end funds have a fixed number of shares and are traded on stock exchanges ...

The drop in mutual fund costs is a huge boon for retirement investors. As we detail in “ Of All the Fees You Pay, This Is the ...

The modern mutual fund industry turns 100 this year, and the fund that started it all is still in business. Back in 1924, the Massachusetts Investors Trust was a radical idea. It was an open-end fund ...

Mutual funds are investments that pool together investor money to buy a selection of assets. Mutual funds can help investors quickly build a diversified portfolio. Many, or all, of the products ...

The investment seeks long term capital appreciation. The fund invests at least 80% of its total assets in 12 to 25 unaffiliated open-end mutual funds (underlying funds) which in turn, invest ...

More than half of financial advisors now say they prefer ETFs over mutual funds if the same strategies are available from their favorite asset managers. Chalk it up to exchange-traded funds’ lower ...

The vast array of financial products can seem confusing at first glance. Closed-end mutual funds are one such product you may have encountered. These funds offer unique features and benefits that can ...