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.
Tracking the web of the family's interlocking managers can be a complicated task.
Plus, CGM Focus, Amana Funds, American Funds, and Fairholme did well.
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.