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 ...

In Bonds, Benchmarks, and Index Funds, Morningstar director of manager research Alec Lucas lays out the case for active fixed-income funds. His team’s research shows how the makeup of the bond market ...

Exchange-traded funds are cheaper, more tax-efficient and more flexible. But don't put mutual funds out to pasture quite yet.

The investment seeks total return that corresponds with the total return of the Bloomberg Barclays U.S. Aggregate Bond Index. The fund invests at least 80% of its assets in bonds within its benchmark ...

When financial markets look uncertain, short-term and ultrashort bond funds can provide a place for investors to park their money as they wait for market improvements. Morningstar fund reporter Gabe ...

What if a bond fund could earn 10% or more per year? It's possible -- but there are downsides.

Among actively managed mutual funds and exchange-traded funds, 38% beat their passive counterparts, down from 42% in 2024, according to a Morningstar report.

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. David ...

"We have a lot of good holdings and trades, and good credit selection in other sectors that in the short term have been overwhelmed by our Brightline holdings," said John Miller, CIO and head of the ...

Forbes contributors publish independent expert analyses and insights. Many investors achieve their investment goals using just mutual funds because of their breadth of options, relatively low costs ...