When putting together an investment portfolio, whether for yourself or on behalf of a client, finding “best of breed” mutual funds is a worthwhile and pivotal exercise. As the universe of mutual funds ...

Sector mutual fund labels can be misleading; Technology funds, for example, vary significantly in holdings, risk profiles, and performance outlooks. Knowing a fund's holdings is crucial to avoid poor ...

It’s impossible to overstate the importance of mutual funds in the financial markets. The first modern mutual fund, the MFS Massachusetts Investors’ Trust, debuted in 1924 and opened to investors in ...

If you own mutual funds, you probably know that when you dispose of fund shares you incur a taxable gain or loss. The amount of the gain or loss is measured by the difference between your cost basis ...

Mutual fund labels can be misleading; funds within the same style can have vastly different portfolios, risk profiles, and performance outlooks. The overwhelming number of mutual funds complicates ...