Your Investor subscription includes one-page PDF investment detail reports that you can download or print for your records. These detail reports include a high-level ...

Christina Majaski writes and edits finance, credit cards, and travel content. She has 14+ years of experience with print and digital publications. Americans have over $30 trillion invested in mutual ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Can index funds make you a millionaire? The answer is yes, but there are ...

From artificial intelligence to demographic shifts, thematic funds offer a way to invest in big ideas shaping our future. For asset managers, understanding the nuances of this evolving landscape is ...

Investors and retirement savers who want to own broad swaths of the stock and bond markets often face a choice: Do they want to buy time-honored mutual funds, or upstart exchange-traded funds? If ...

Investment product selection involves many variables, but one area that requires a balancing act is the trade-off between affordability, diversification and sophistication. "Everyone wants the holy ...

Closed-end funds are investment wrappers with various underlying exposures depending on the fund's approach, not an asset class or sector themselves. These funds tend to provide diversification and ...

The three main differences between index funds and mutual funds are management style, investment objective and cost. Index funds tend to be the clear winner over the long term. Many, or all, of the ...

Investors with low or no exposure to soaring artificial intelligence-themed stocks and the energy sector are losing out as hundreds of active fund managers struggle to beat their benchmark. Investment ...