This investor is looking to better-position an inherited IRA for RMDs--and future growth.
We put to the test the most asset-heavy actively managed large-cap funds and found a few surprises.
Using the active share metric, we examine the degree to which these funds' portfolios differ from the benchmark.
Here's a look at how Apple's fourth-quarter retreat has affected some widely held, actively managed stock funds.
Plus, CGM Focus, Amana Funds, American Funds, and Fairholme did well.
Tracking the web of the family's interlocking managers can be a complicated task.
Lawsuit evidence shows some portfolio counselors voiced concerns in a 2004 internal survey, but the funds' strong performance is hard to fault.
Active funds that deviate only slightly from the index may not be worth it.