This investor is looking to better-position an inherited IRA for RMDs--and future growth.
Using the active share metric, we examine the degree to which these funds' portfolios differ from the benchmark.
Tracking the web of the family's interlocking managers can be a complicated task.
Here's a look at how Apple's fourth-quarter retreat has affected some widely held, actively managed stock funds.
You won't see much fireworks here except for maybe a snake or some caps.
Large-cap U.S. is the contrarian play.
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.
Do these funds deserve all that money?
A look at past and current recommendations.