Total return and risk-adjusted performance both support the view that mutual funds , closed - end funds, and exchange - traded funds are not created equal.
Nasdaq Parties Like It's 2000, but More Sedately
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.
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.
Bank loans and financials stocks could rise if rates do, but interested investors should be careful not to overpay.
Our model portfolios are designed to facilitate in-retirement cash flows--and to limit Uncle Sam's take.
Less in fees means more remains in your account, but don't overlook outperforming managed funds.