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Finance News – Mutual Funds

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Kiplinger • Aug 15, 2025

Mutual Funds Are About to Get the ETF Treatment. Here's What It Means for Investors

The SEC’s forthcoming decision could allow mutual funds to be traded like ETFs, potentially increasing market liquidity and offering investors more flexibility and cost-efficiency...

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MarketWatch Top Stories • Aug 06, 2025

These stock pickers just had their worst month of 2025 at trying to beat benchmarks

A significant number of active large-cap equity mutual funds have struggled to surpass market indexes this year, reflecting ongoing challenges for portfolio managers aiming to achi...

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MarketWatch Top Stories • Jul 14, 2025

Are ETFs better than mutual funds?

Exchange-traded funds offer certain cost advantages and trading flexibility compared to mutual funds, though investors should carefully evaluate fees and management approaches befo...

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MarketWatch Top Stories • Jul 02, 2025

My wife and I are in our late 60s. Do I sell stocks to pay our $30,000 credit-card debt — or do it g...

Facing a $30,000 credit-card balance, deciding whether to liquidate investments immediately or over time involves weighing interest costs against potential market returns to manage...

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Kiplinger • Jul 02, 2025

An Investment Strategist Demystifies Direct Indexing: Is It for You?

Direct indexing allows investors to customize their portfolios by owning individual securities within an index, potentially enhancing tax efficiency and offering more control compa...

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MarketWatch Top Stories • Jun 19, 2025

Block out the noise and stay invested — stock picks and advice from one of the world’s oldest mutual...

Established in 1934, The Investment Company of America fund has demonstrated financial resilience through significant global events, providing strategic stock selections that refle...

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CNBC Business • Jun 12, 2025

Mutual funds vs. ETFs — the difference and the role they can play in your portfolio

Both mutual funds and ETFs offer investors opportunities to diversify assets, impacting portfolio growth and risk management through different structures and cost considerations.

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Globe and Mail Investing • Jun 12, 2025

Twenty Canadian mutual funds and ETFs with low ESG risk

Considering environmental, social, and governance factors can help investors identify opportunities with potentially lower financial risk and enhance the long-term stability of the...

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CBC Business • Jun 02, 2025

ETFs are outpacing mutual funds despite market volatility. Are rookie retail investors at risk?

Recent data shows Canadians increasingly favor exchange-traded funds over mutual funds, highlighting a shift in investment preferences amid global market instability and potential...

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Kiplinger • May 23, 2025

Stocks vs Funds: Six Different Ways They Impact Your Portfolio

Stocks and mutual funds influence your investment strategy differently by varying in risk, diversification, management style, cost, potential returns, and liquidity, affecting over...

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CNBC Business • May 20, 2025

Asset managers prepare for the SEC to break down a wall between mutual funds and ETFs

Several fund companies are seeking regulatory approval to merge mutual fund and ETF share classes, which could potentially streamline management and influence investment product of...

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