Total return and risk-adjusted performance both support the view that mutual funds , closed - end funds, and exchange - traded funds are not created equal.
There are more options than ever for socially conscious fund investors.
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.
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 .
It's not your father's industry--thankfully.
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.
How Passive Funds Trim Your Tax Bill