James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...

Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds. How can you tell a good mutual ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee, and has a degree in accounting and ...

You may think you are spread out, but a large part of your account may still rise and fall with the same few names.

SPIVA data shows that 96.3% of large-cap growth funds underperformed over the past 15 years. For investors seeking growth ...

Overview: A mutual fund screener helps filter hundreds of funds using important factors like performance, cost, and risk.Checking long-term returns, expense rat ...

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 ...

Right now, the top aggressive growth mutual funds are Primecap Odyssey Aggressive Growth Fund, Morgan Stanley Institutional Discovery Fund and T. Rowe Price Mid-Cap Growth Fund. Aggressive growth ...

The top energy mutual funds are Vanguard Energy Fund, Fidelity Select Energy Portfolio and BlackRock Energy Opportunities Fund. Energy mutual funds are a dynamic way to invest in one of the world’s ...

A lumpsum approach suits investors with surplus funds, a long-term horizon, and higher risk tolerance. With this approach, the entire investment starts working for you immediately.

CLIENTS REDEEMED A RECORD AMOUNT OF MUTUAL FUND shares during the summer of 2002, apparently fed up with markets that continued to decline. CPAs can help these investors use the basis elections in ...