Discover how a bogey serves as a benchmark for evaluating fund performance and risk characteristics, providing insight into investment comparisons.

“If mutual funds didn’t exist today, would they have to be invented?” asks manager John Neff of the Akre Focus mutual fund. “I think the answer is very uncomfortably ‘no.’” Neff plans to convert the ...

Forbes contributors publish independent expert analyses and insights. As markets shift and volatility remains high, choosing the right mutual funds in 2026 is key to balancing growth income and ...

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 ...

Are your investment managers greenwashing? Greenwashing is generally seen as intentional misrepresentation of a mutual fund by its manager to claim that the fund intends to be “sustainable,” , ...

Alger was founded in 1964 by Fred Alger. It offers growth-focused mutual funds, ETFs and separate accounts, including the Alger AI Enablers & Adopters and Alger Concentrated Equity strategies. The ...

While these investments have a lot in common, their distinctions may make one a better financial choice ...

Exchange-traded funds and mutual funds are similar but also have key differences that may be significant for investors. ETFs tend to be cheaper and save investors money on taxes, experts said. ETFs ...

Investors and retirement savers who want to own broad swaths of the stock and bond markets often face a choice: Do they want to buy time-honored mutual funds, or upstart exchange-traded funds? If ...