Index funds are mutual funds that seek only to mirror the performance of an underlying stock market index — not to outperform it. Millions of investors hold them in their portfolios because they ...

Vanguard is best known for being one of the most fee-friendly fund managers thanks to its unique cooperative structure. Shareholders of Vanguard's mutual funds are effectively the owners of ...

Both vehicles make it easy to own a wide portfolio of stocks and bonds. But there are some key differences A well-rounded investment portfolio should include dozens of stocks. But researching and ...

Fund is converting to an ETF for better tax efficiency and lower costs. Learn why Akre believes this move benefits long-term ...

The investment seeks the highest level of long-term total return. The fund is a "fund of funds" meaning that it seeks to achieve its investment goal by investing its assets primarily in other funds, ...

In the world of mutual funds, tech is still king. But how long will its reign last? For many financial advisors, that's the question prompted by the latest data from Morningstar Direct, the research ...

Learn how mutual insurance companies operate, their investment strategies, and how profits benefit policyholders. Explore the differences with stock insurance firms.