Mutual fund fees generally fall into two big buckets: Annual fund operating expenses and shareholder fees. Many, or all, of the products featured on this page are from our advertising partners who ...

Our annual US Fund Fee Study analyzes the fund fee landscape, particularly mutual fund fee trends, asset flows by fees, spotlights into sustainable and strategic-beta funds, asset managers ...

Trump’s tariffs have rattled many sectors. Amid such times, you ought to be careful when approaching sectors & thematic funds ...

Foreign stocks and bond funds are winning the race so far in 2025.. Plus: A Financial Flashback to 25 years ago, the AT&T ...

Their example consists of three people who experience the same annual return on their retirement funds: Susan, who invests $5,000 per year only from ages 25 to 35 (10 years). Bill, who also ...

(The US mutual fund's annual portfolio turnover rate has ranged from 12% to 38% during the past decade.) The end result is a portfolio that is reasonably distinctive without being overly daring.

An example is the Fidelity 500 Index Fund, which is the third-largest U.S. mutual fund in terms of net ... 0.035% Lifetime average annual return (since 2016): 18.1% 1-year average annual return ...