First, ETFs are usually more passively managed, whereas most mutual funds are more actively managed, meaning the fund manager can add or remove stocks at will based on ongoing market analysis.

Editor’s note: On March 27, Mutual Funds Weekly will publish its final edition. While you will no longer receive Mutual Funds ...

These fees are less common nowadays, as many mutual funds are no-load funds — meaning they don’t charge this fee. In our VTWAX example, you can see that it has no load fees. Redemption fees.

Annuities and mutual funds are two popular investments that can help you pay for retirement. But these two options are very different from each other, making it essential to understand what sets ...

Mutual funds allow investors to pool their capital ... An equity security is simply equity ownership of a company, meaning you own a portion of a company. This most commonly translates to the ...

Mutual funds offer systematic investment, withdrawal, and transfer plans to manage risk, provide steady income, and optimize ...

The latest tally shows that 65% of actively managed U.S. large-capitalization mutual funds fell short of the benchmark S&P ...

For one, mutual funds settle transactions at a single price ... That's because both funds are market-capitalization-weighted, meaning larger companies make up a bigger share of the portfolio.

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert.

Mutual fund factsheets offer more than just past performance—they reveal key metrics that help investors make informed ...