Discover why IJS underperforms small-cap value ETFs like VBR & FISVX in risk-adjusted returns & diversification.

Any investors hoping to find a Mid Cap Growth fund might consider looking past Baron Asset Fund Retail (BARAX). BARAX has a Zacks Mutual Fund Rank of 5 (Strong Sell), which is based on various ...

Jason Kephart, a senior principal with Morningstar’s manager research team, discusses why target-date funds make ideal IRA ...

Well, American Funds EuroPacific Growth F (AEGFX) would not be a good potential starting point right now. AEGFX has a Zacks Mutual Fund Rank of 4 (Sell), which is based on various forecasting factors ...

With thousands of ETFs to choose from, there’s no shortage of investment strategies. On the one hand, there is likely a ...

The ETF market has hit a symbolic turning point: active funds now outnumber passive ones for the first time, marking a sharp ...

This means that managers in this portfolio find it difficult to pick securities that generate ... Overall, Vanguard Tax-Managed Balanced Fund ( VTMFX ) has a high Zacks Mutual Fund rank, and ...

The tariff actions, which could upend nearly $2.2 trillion in two-way annual U.S. trade, went live hours after Trump declared that all three countries had failed to do enough to stem the flow of ...

Among other things, investors want to consider whether they prefer a passively managed dividend fund or an actively managed one. Passive funds offer lower fees, which may be attractive.

depending on a manager's skill or perhaps luck Many types of mutual funds to choose from with varying strategies Higher fees than index funds Requires more research to find the right fund (and ...