Mutual Funds Content

To encourage people to save, federal and state governments offer special tax treatment for savings plans for specific goals, such as retirement and education. By increasing the benefit that savers receive in the short term, the government nudges savers to take a positive action that...

Vast Majority of Investors Consider Fees and Expenses When Selecting Mutual Funds Mutual Fund Investors Also Review Historical Performance of the Fund Washington, DC; April 7, 2020—The vast majority of mutual fund investors consider fees and expenses when selecting a fund, according...

We’ve reached the halfway point in this series, and we’ve covered a lot of ground: the benefits of investing, how to think about risk, different types of investments, why diversification is important, and dollar-cost averaging. This month’s installment brings all these topics together...

Expense Ratios of Actively Managed and Index Funds Have Declined for More Than Two Decades Washington, DC; March 26, 2020—The average expense ratios of equity, hybrid, and bond mutual funds—including both actively managed and index equity and bond mutual funds—have declined...

The novel coronavirus disease, or COVID-19, is taking a heavy toll on the world economy—in lives, in the costs of responding, and in lost production and consumption. Worldwide financial markets reflect this. How are retail investors reacting? Are they panicking, selling out? Or are...

Emotions are the enemy of successful investing. For long-term investors, dollar-cost averaging is a smart way to take the emotion out of investing and to eliminate the difficulty and uncertainty of trying to time the market.

In a letter to the New York Times in response to an article published earlier this month, ICI President and CEO Paul Schott Stevens refutes claims that ICI and the Securities and Exchange Commission (SEC) are seeking to "water down" disclosure requirements....

Eggs play a starring role in diversification’s ubiquitous analogy—one we used in the Investing Road Trip©—and for good reason. If you drop a basket holding all your eggs, you’ll be out a lot of eggs. Spreading your eggs across several baskets is a good defense against the risks of...

Two of the most common investments are stocks and bonds. Chances are if you own a portfolio of investments, those two types of assets make up a significant part—or perhaps all—of it. For those who want to start investing, it’s essential to understand these common portfolio building...

You invest with the hope of earning a return on your investment. That opportunity invariably involves risk, including the possibility of losing some or all of the money you invested. Understanding these risks is an essential step toward successful investing. The second installment of...