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

Investing in midcap mutual funds can be a smart long-term move, but it requires a careful strategy—especially during periods of market volatility. Midcap companies typically sit between large, stable ...

Fixed-income investments are in the spotlight, thanks to strong yields and prevailing stock market uncertainty. A solid income stream paired with relative price stability is an appealing combo, and ...

Multi-asset allocation funds have delivered strong returns over the past year by smartly diversifying across equities, debt ...

NASHVILLE, Tenn. (WTVF) — Financial Advisor Paul Winkler and host Ben Hall dissect top mutual funds and compare their make up of large, mid and small companies with Value, blend and growth. Winkler ...

It is an open-ended fund-of-fund scheme that invests across equity, debt and commodity-oriented mutual funds and ...

Rights of Accumulation (ROA) offer mutual fund investors reduced sales charges by hitting breakpoints. Explore how ROA can optimize your investing strategy.

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

Portfolio overlap reduces diversification, as funds with common stocks tend to move together. Investors often create overlap ...

The PRISM Wealth-Building Process can help you decide on the appropriate allocation for each of your goals. This five-step process helps to create a personalized investment policy statement to guide ...

Amid concerns that surging mutual fund inflows are pulling money away from banks, the Economic Survey says households are broadening portfolios rather than abandoning traditional instruments ...

Exchange-traded funds and mutual funds are similar but also have key differences that may be significant for investors. ETFs tend to be cheaper and save investors money on taxes, experts said. ETFs ...