The same names top the list in FHOFX as you'd find in an S&P 500 list. These include Apple Inc. ( AAPL ), Nvidia Corp. ( NVDA ...

Beyond the fee structure, take time to reflect on how bank-offered mutual funds align with your broader investment strategy. Consider your investment timeline. Are you saving for a near-term goal ...

Choosing a fund—whether an exchange-traded fund (ETF) or a mutual fund—involves a bit of analysis, but it doesn’t have to be complicated. Here, we make the process easy by giving some simple ...

Similar regulatory structure, usually the same fund companies ... Hampton: Some big mutual funds don’t have an ETF sibling. Talk about that disadvantage and any other cons.

While life insurers are offering rule-based index funds through ULIPs as a low-cost option, the hidden charges and high ...

Capital gains tax is levied on the profit earned from the sale of assets such as stocks, mutual funds, and property.