Learn about sales charges, the types that exist, and their impacts on investments. Discover why they attract criticism and how to avoid them for better returns.

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...

Mutual funds have been one of my go-to investments for years thanks to their simplicity and convenience. Think of mutual funds as a financial buffet, offering a wide spread of investment options that ...

Fidelity Select Health Care Portfolio (FSPHX) delivers diversified growth across healthcare sectors, Vanguard Health Care Fund (VGHCX) combines global exposure with stability and T. Rowe Price Health ...

Before exploring market-linked products, some investors prefer to understand basic interest concepts and how money grows over ...

Mutual funds and index funds allow investors to invest in diverse assets. Although these terms are often confused with being similar, they differ in terms of management style, portfolio composition, ...

A few times a year, whether in the financial press or from clients and prospective clients, we encounter comments about mutual funds that contain misconceptions. There are three more-frequent ...

Exchange-traded funds and mutual funds are similar but also have key differences that may be significant for investors. ETFs tend to be cheaper and save investors money on taxes, experts said. ETFs ...

Forbes contributors publish independent expert analyses and insights. Many investors achieve their investment goals using just mutual funds because of their breadth of options, relatively low costs ...

Expense ratios for mutual funds and ETFs have plunged over the past 28 years, per an ICI report. Thanks to the popularity of no-load funds, the average expense ratio for mutual funds has been steadily ...