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Mutual Funds

Successful mutual fund investing means knowing the strategies and different factors to consider when choosing funds. Here, you’ll find articles and tools that help mutual fund investors.

How to Choose a Mutual Fund

Choosing from thousands of mutual funds can be confusing. Here’s a comprehensive guide.

A Look at Mutual Fund Categories

Growth, income, tax-exempt? This article looks at the different types of mutual fund categories and what they mean in terms of risk and potential return.

Choosing the Right Benchmarks for Your Mutual Fund

The right benchmark can help you measure performance and assess risk characteristics of your mutual fund.

Getting to Know Exchange-Traded Funds

Exchange-traded funds combine some of the features and potential benefits of stocks and mutual funds, creating unique investment choices that may help diversify a portfolio.

Mutual Funds Sales Charges, Fees, Expenses

What are the different types of mutual fund fees and expenses? What role do they play? This article explains different share classes, sales charges, 12b-1 fees, and administrative fees and expenses.

Understanding Mutual Funds

In recent years, mutual funds have become the investment of choice for millions of Americans. If you are still mystified by these vehicles, learn how they work, how they are managed, and how they can fit into your financial plan.

Diversifying Your Investments

Did you know you may be able to reduce risk in your investment portfolio by spreading your money among different types of securities? Learn more about the potential benefit of not having all your eggs in one basket with this insightful animated chart.

Mutual Fund Cost

One of the simplest things you can do to increase your investment returns is reducing your expenses. This calculator will help you estimate how much of your mutual fund investments are going to pay expenses.

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