Mutual Funds

Real estate ranked as one of the worst-performing categories of 2013. In a year when the S&P 500 returned 32 percent, real estate funds gained 1.6 percent, according to Morningstar. Rising interest rates have contributed to the weak showing. Real...

The advantages of the ETF structure are limited, and for many investors, mutual funds can be as cheap as comparable ETFs.

A handful of funds allow investors to buy in, but will the rally last?

Was the downturn in municipal bonds overblown? Many portfolio managers are betting that munis will rebound. Here’s how to play it.

Not long, a new study says.

Target-date retirement funds have attracted a flood of money. With 401(k) savers relentlessly investing, the funds have grown from $71 billion in assets in 2005 to more than $500 billion today. Now that millions of investors are betting on the re...

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The financial crisis crushed aggressive funds that focus on smaller stocks. During the downturn that began in November 2007 and lasted into March 2009, small growth funds lost more than 54 percent, according to Morningstar. But since then it h...

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