James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee, and has a degree in accounting and ...

Overview: A mutual fund screener helps filter hundreds of funds using important factors like performance, cost, and risk.Checking long-term returns, expense rat ...

How do the best mutual funds beat their benchmark? Here are strategies of the winners on IBD's list of 2026 Best Mutual Funds.

You may think you are spread out, but a large part of your account may still rise and fall with the same few names.

Forbes contributors publish independent expert analyses and insights. Many investors achieve their investment goals using just mutual funds because of their breadth of options, relatively low costs ...

Understanding key mutual fund ratios such as beta, alpha and Sharpe ratio can help investors evaluate risks beyond returns ...

Mutual funds and index funds allow investors to invest in diverse assets. Although these terms are often confused with being similar, they differ in terms of management style, portfolio composition, ...

The top energy mutual funds are Vanguard Energy Fund, Fidelity Select Energy Portfolio and BlackRock Energy Opportunities Fund. Energy mutual funds are a dynamic way to invest in one of the world’s ...

A lumpsum approach suits investors with surplus funds, a long-term horizon, and higher risk tolerance. With this approach, the entire investment starts working for you immediately.

CLIENTS REDEEMED A RECORD AMOUNT OF MUTUAL FUND shares during the summer of 2002, apparently fed up with markets that continued to decline. CPAs can help these investors use the basis elections in ...