UPDATE: Are index - fund investors smarter?
Total return and risk-adjusted performance both support the view that mutual funds , closed - end funds, and exchange - traded funds are not created equal.
Evaluating the pros and cons of various streamlining strategies.
We take a look at a tactical closed - end fund investing strategy.
ETFs can offer better tax efficiency, but mainly in the domestic-equity realm.
Schwab Reports Monthly Activity Highlights
In-kind redemptions give ETFs an edge in tax efficiency, but other factors are bigger when comparing them with mutual funds .
The Federal Reserve's bond purchases are contributing to greater inflows into fixed-income funds, while demand for stock funds is near multiyear lows.
There are more options than ever for investing in line with religious beliefs, writes Morningstar senior fund analyst David Kathman.
Health-care stocks' performance has amazed. Here's an outlook for the sector, along with some active and passive options for investors.