Another top ETF for retirees is the Vanguard Value Index Fund ETF. It yields a solid 2% and has minimal fees, with its ...

The Vanguard 500 Index Fund Admiral Shares (VFIAX) boasts more than $635 billion in assets under management in the VFIAX share class alone. Across all share classes, this fund manages roughly $1.5 ...

A basic three-fund portfolio includes a US equity index fund, an international-equity index fund, and a total bond market index fund. It can be an exchange-traded fund portfolio or a traditional index ...

Learn how blend funds differ from balanced funds regarding asset mix and investment strategy. Gain insights into choosing the ...

Institutional investors have no shortage of portfolio construction models. One of the most well-known is the “Yale Model,” popularized by the late David Swensen, who managed Yale University’s ...

Young investors often over-diversify mutual funds. Financial expert Pankaj Mathpal advises Ashish Morya to consolidate his 13 SIPs to six key funds for long-term wealth creation. For a Rs 3 lakh short ...

The stock market roared back to life after a poor showing in the first quarter. American Funds Fundamental Investors Fund and American Funds Investment Company of America landed in the top 10% of ...

Core stock holdings for a 401(k) should be broad-based in scope and low-cost. Usually, their goal is to capture market-level returns without excessive risk or fees. Fidelity is the largest 401(k) ...

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 ...