Forbes contributors publish independent expert analyses and insights. #1 stock picker for 51 straight months on SumZero. AI is my edge. There are at least 147 different Technology mutual funds and at ...

For decades, investors have been given a choice between mutual funds and exchange traded funds (ETFs). And as time has ...

Forbes contributors publish independent expert analyses and insights. #1 stock picker for 51 straight months on SumZero. AI is my edge. There are at least 167 different real estate mutual funds and at ...

Learn about the performance of the mutual funds offered by Capital Group's American Funds that have the longest established ...

Markets overcame worries about tariffs and an AI bubble, the researcher finds, while foreign equities performed well.

Target-date strategies continue to be the go-to retirement savings vehicle for US workers, with over $4 trillion in assets invested in these investments at the end of 2024. That’s larger than all but ...

The surging popularity of passive investing has left active asset managers scrambling. That’s the headline story, but it’s not the whole one, as we’ve detailed in recent issues of Morningstar magazine ...

Discover how Morningstar's rating system works, its accuracy, and alternative approaches for mutual fund evaluation. Enhance ...

Mutual fund labels can be misleading; funds within the same style can have vastly different portfolios, risk profiles, and performance outlooks. The overwhelming number of mutual funds complicates ...

Sector mutual fund labels can be misleading; Technology funds, for example, vary significantly in holdings, risk profiles, and performance outlooks. Knowing a fund's holdings is crucial to avoid poor ...