The Division of Investment Management’s Disclosure Review and Accounting Office (DRAO) recently published an Accounting and Disclosure ...

A 12b-1 fee is an annual marketing or distribution fee on a mutual fund charged to investors. It is generally between 0.25% and 0.75% (the maximum allowed) of a fund's net assets and must be disclosed ...

As with any other investment, you need to do your homework before investing in a mutual fund. Not every fund is a good investment. To separate the wheat from the chaff, your research must look beyond ...

With the market stacking two back-to-back years of ~25% returns, we thought this would be a good time to remind investors that they shouldn’t expect these types of returns forever.

Mutual of Omaha is a good option for Medigap plans if customer service is a high priority for you. However, it has average rates for most plan options. Mutual of Omaha has average to above-average ...

This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting www.iShares.com or www.blackrock.com. Read the ...

Index funds are mutual funds that seek only to mirror the performance of an underlying stock market index — not to outperform it. Millions of investors hold them in their portfolios because they ...

Kate is an experienced freelance writer and editor with a passion for personal finance. From budgeting and banking to credit cards and investing, she enjoys making complex topics accessible and ...

Jamie Johnson is a Kansas City-based freelance writer. Her work has been featured on several of the top finance and business sites in the country, including Insider, USA Today, Bankrate, Rocket ...

One of the best instruments in this segment is Mutual Funds. While there are numerous investment options for you to explore, most experienced financial advisors advise investing in mutual funds.

A mutual fund allows you to pool your money with other investors to buy stocks, bonds and other securities. Because mutual funds typically involve a larger number of asset types, they diversify ...