Wondering how FXAIX and VOO stack up? You aren’t alone. To help, here is an explanation of the key differences between the ...

Mutual funds continue to be among the most popular investing tools for both individual and professional investors who seek to beat the market or simply access a broad swath of investments rather than ...

Investors must evaluate mutual funds beyond returns, considering their risk profiles, strategies, and costs. A thorough ...

Discover how quantitative analysis can illuminate hedge fund performance, offering insights into risk metrics and benchmarks for smarter investing decisions.

As Morningstar begins formal coverage of semiliquid funds, nearly all of which focus on some segment of private markets, one nagging question is: How should investors gauge a fund’s performance? When ...

A new academic paper introduces the MMT model, which improves upon standard methods by correcting for benchmark biases and incorporating peer performance, proving more effective at identifying ...

Choosing the best Fidelity mutual funds is no simple feat. The Boston-based investment giant manages hundreds of funds, ...

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

The fund has returned 22.89 percent over the past year, 13.27 percent over the past three years, 7.90 percent over the past five years, and 5.83 percent over the past decade.

Every few months, a slick comparison chart circulates on WhatsApp and social media, claiming to prove that unit-linked insurance plans (ULIPs) are superior to mutual funds. The latest version ticks ...