Total return and risk-adjusted performance both support the view that mutual funds , closed - end funds, and exchange - traded funds are not created equal.
Columbia Threadneedle has made strides toward a unified global brand but lacks the track record of a long-term dedication to shareholders' best interests.
We take a look at a tactical closed - end fund investing strategy.
It's not your father's industry--thankfully.
ETFs can offer better tax efficiency, but mainly in the domestic-equity realm.
How to pay less for index funds and ETFs
The Federal Reserve's bond purchases are contributing to greater inflows into fixed-income funds, while demand for stock funds is near multiyear lows.
In-kind redemptions give ETFs an edge in tax efficiency, but other factors are bigger when comparing them with mutual funds .
There are more options than ever for investing in line with religious beliefs, writes Morningstar senior fund analyst David Kathman.
Less in fees means more remains in your account, but don't overlook outperforming managed funds.