However, fewer exchange-traded fund investors get such an annual tax bill relative to those holding mutual funds. ETFs have ...

ETFs have pulled in nearly $2.5 trillion in assets since 2022, while mutual funds have lost over $2 trillion, per ETF.com.

After a rough first quarter, U.S.-stock mutual funds and ETFs are back on their feet on average. (Includes a link to this ...

Index mutual funds and exchange-traded funds have surged ahead of actively managed funds, capturing 51% of assets under management in 2024, the Investment Company Institute reported March 26.

Exchange-traded funds have amassed trillions of dollars by offering investors greater tax efficiency, liquidity and lower ...

So, why would you invest in a low-fee S&P 500 index fund, such as the Vanguard S&P 500 ETF? Here are some reasons. For ...

If you own mutual funds, year-end payouts can trigger a surprise tax bill, even when you haven't sold the underlying ...

Exchange-Traded Funds might appear complicated at first, but are actually a smart and simple way of investing. They offer the ...

Sterling Capital Funds transitions 18 mutual funds and 60 share classes coupled with the launch of a second ETF with Ultimus’ assistanceCINCINNATI, June 04, 2025 (GLOBE NEWSWIRE) -- Ultimus Fund ...

Investors who hold exchange-traded funds can often escape a tax bill incurred by those with mutual funds, which are generally less tax efficient, according to investment experts. ETFs and mutual ...