Small cap mutual funds have seen a nearly 5% average decline in 2025 so far, with experts advising investors with a 3-5 year ...
The study forecasts roughly 25 million new MF households over the next decade from mass and mass-affluent segments in metro ...
The fund seeks to achieve its objectives by investing primarily in a diversified portfolio of common stocks that the fund's investment adviser, Olstein Capital Management, L.P. ("OCM"), believes are ...
Jack Bogle’s timeless investing principles highlight the power of low-cost index funds, keeping costs low, and limiting speculation to a small portion of your portfolio.
Mutual fund feeds and expenses are charges that may be incurred by investors who hold mutual funds. Running a mutual fund involves costs, including shareholder transaction costs, investment advisory ...
Mutual fund ownership appears set to keep rising among middle-income households as 401(k) participation expands, offsetting ...
However, two Vanguard exchange-traded funds (ETFs) offer a healthy blend of growth and dividends. You can generate cash flow ...
This low-cost international dividend ETF nearly doubled the S&P 500's return in 2025 -- but replicating that performance will ...
FNDA offers diversified small-cap exposure, attractive valuation versus indices, and lags VUG’s tech-heavy performance. Learn ...
QDF delivers quality dividend exposure with value tilt, weak long-term performance, modest yield, and higher fees. Read why ...
Read jr-funds-quarterly on The Wall Street Journal ...