To invest in index funds tax-efficiently, investors should consider doing so via an individual savings account (ISA). If ...

Mutual funds continue to be among the most popular investing tools for both individual and professional investors who seek to beat the market or simply access a broad swath of investments rather than ...

Learn how index funds invest in market indexes like the S&P 500 for broad diversification and market performance replication.

Hedge funds are on pace for their best year since 2020, according to fund administrator Citco. Multistrategy funds lead with a 19.3% return on average, attracting $30 billion in net inflows. Sign up ...

An analysis of select midcap mutual funds navigating volatility while building portfolios focused on long-term compounding.

Municipal bond funds like TFI are best suited for investors with a marginal tax rate of 24% or higher, due to tax-equivalent yields. Open-ended ETFs like TFI avoid large discounts/premiums to NAV but ...

Wondering how FXAIX and VOO stack up? You aren’t alone. To help, here is an explanation of the key differences between the ...

The U.S. stock market has become so concentrated that even broad index funds are no longer well diversified, our columnist ...

Gabelli Funds’ 13F portfolio grew to $14.08B in Q2 2025, with top holdings in Microsoft, Nvidia, Mastercard, National Fuel Gas, and Ametek. The fund continues to trim long-term winners like Microsoft, ...