The best mutual funds will capitalize on new trends expected to emerge in the new year, all while offering low costs and ...

Forbes contributors publish independent expert analyses and insights. #1 stock picker for 51 straight months on SumZero. AI is my edge. There are at least 147 different Technology mutual funds and at ...

Forbes contributors publish independent expert analyses and insights. #1 stock picker for 51 straight months on SumZero. AI is my edge. There are at least 167 different real estate mutual funds and at ...

"Index funds can help investors achieve long-term success through their low costs, broad diversification, low turnover and ...

The surging popularity of passive investing has left active asset managers scrambling. That’s the headline story, but it’s not the whole one, as we’ve detailed in recent issues of Morningstar magazine ...

Your portfolio might not be as diversified as you think. The US market has been dominated by a group of mega-cap tech stocks known as the Magnificent Seven. These giants have delivered strong returns, ...

Mutual fund labels can be misleading; funds within the same style can have vastly different portfolios, risk profiles, and performance outlooks. The overwhelming number of mutual funds complicates ...

Sector mutual fund labels can be misleading; Technology funds, for example, vary significantly in holdings, risk profiles, and performance outlooks. Knowing a fund's holdings is crucial to avoid poor ...