How the hedge fund industry is navigating choppy markets, geopolitical tensions, and artificial intelligence trends.

Sprott Focus Trust focuses on unique mid-cap, materials-heavy and offers a 7% distribution rate at a double-digit discount.

Many investors have been switching to low-cost index funds, but some stick with actively managed funds, hoping to beat the market. Two expert investors debate the pros and cons of both approaches.

Mutual funds allow investors to pool funds for diversified investment managed by professionals. Mutual fund types include stock, bond, money market, and target date funds. High fees can reduce ...

Why actively managed funds may not be worth the risk. Oct. 20, 2009 — -- In the world of investing, there's one argument that's likely never to end. That's the fight over index investing ...

Tax-managed funds don't guarantee tax efficiency, but many employ tactics that can allow investors to maximize their aftertax return. If you're an investor in a taxable account, ...

Many actively managed mutual funds also charge a load, which is a sales commission for the broker that you pay when buying or redeeming your shares. Loads typically range from 1% to 2% of your ...

Enter tax-managed funds. Managers of tax-managed funds do make a proactive effort to limit taxes when making investment decisions. Tax-friendly strategies may include underweighting dividend ...

Mutual funds and exchange-traded funds (ETF) allow you to own a basket of securities, helping with portfolio diversification. When choosing which type of funds or ETFs to invest in, you may be ...

Ken Steben, the manager of a managed futures fund marketed by Wells Fargo and Ameriprise, made a shocking admission: "Most individual investors don't understand what we're doing.

Actively managed funds tend to have higher expense ratios than passive funds; the average expense ratio for actively-managed funds was 0.71% in 2020. Passive management.

Over five years, just 13.49% of actively-managed funds outperformed the S&P 500* Over 10 years, only 8.59% of actively-managed funds outperformed the S&P 500* *Data as of December 31, 2022.