Fund information
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Understanding How Mutual Fund Companies Generate Revenue
Most investors have heard of mutual funds, but relatively few understand how these funds really work. This is not surprising; after all, most people are not financial experts, and there are plenty o
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Blend Funds vs. Balanced Funds: Understanding the Key Differences
As both blendand balanced describe the particular asset mix of mutual funds, determining the exact distinctions between the two can be difficult. Blend funds, which contain only stocks and no fix
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Multi-Asset Class Investing: Diversify Your Portfolio
What Is a Multi-Asset Class? A multi-asset class, also known as a multiple-asset class or multi-asset fund, is a combination of asset classes (such as cash, equity or bonds) used as an investme
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Mutual Fund Investment Minimums: What You Need to Know
Some mutual funds let investors buy in with no minimum at all—meaning that even $5, $10, or $100 can get you invested. Although there are mutual funds with no minimums, most retail mutual funds do r
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Understanding Mutual Fund Trading Rules: A Beginner's Guide
Investing in mutual funds isnt difficult, but it isnt quite the same as investing in exchange traded funds (ETFs) or stocks. Because of their unique structure, there are certain aspects of trading m
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VTSAX vs. VFIAX: Comparing Vanguard Total Stock Market & 500 Index Funds
Vanguard Total Stock Market Index Fund vs. Vanguard 500 Index Fund: An Overview Two of Vanguards most popular products are—the Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) and
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Understanding Vanguard Index Funds: A Guide to Low-Cost Investing
Vanguard index funds use a passively managed index-sampling strategy to track a benchmark index. The type of benchmark depends on the asset type for the fund. Vanguard then charges expense ratios fo
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Life Income Fund (LIF) Explained: Retirement Income in Canada
What Does Life Income Fund Mean? A life income fund (LIF) is a type of registered retirement income fund (RRIF) offered in Canada that can be used to hold locked-in pension funds
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John Bogle: The Founder of Index Investing & Vanguard Group
Who Is John Bogle? John Bogle was the founder of the Vanguard Group and a major proponent of index investing. Commonly referred to as Jack, Bogle revolutionized the mutual fund world by creatin
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Trade Vanguard Funds with Other Brokers: A Comprehensive Guide
No, investors do not have to open an account with Vanguard to buy and sell the highly regarded funds. Vanguard maintains multiple agreements with firms such as TD Ameritrade, E-Trade, and Interactiv
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Floating Rate Funds: Understanding Variable Interest Investments
What Is a Floating Rate Fund? A floating rate fund is a fund that invests in financial instruments that pays a variable or floating interest rate. A floating rate fund, which can be a mutual fu
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SPDR ETFs: Understanding the S&P 500 Tracker
What Does "Spider" Mean? Spider (SPDR) is a short form name for a Standard & Poors depository receipt, an exchange-traded fund (ETF) managed by State Street Global Advisors that tra
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Long-Short Mutual Funds: A Comprehensive Guide
A long-short fund is a mutual fund that holds investments long and in addition it sells securities it does not own (short). The goal of a long-short fund is to find investments anticipated to go up,
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Understanding Mutual Fund Income Distributions: Benefits & Options
Income distribution from a mutual fund to its shareholders can take two forms: A shareholder can elect to be paid directly, which puts the money in their pocket. The shareholder can elect to buy
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Ultra-Short Bond Funds: Low Risk, Stable Returns
What Is an Ultra-Short Bond Fund? An ultra-short bond fund is a bond fund that invests only in fixed-income instruments with very short-term maturities. An ultra-short bond fund will invest in
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Mutual Funds: Dividends & Interest Explained
Depending on the type of investments included in the portfolio, mutual funds may pay dividends, interest, or both. Types of Mutual Funds There are four main categories of mutual funds, and e
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The History of Mutual Funds: Pioneering Investments & Their Origins
Mutual funds, a crucial part of the retirement and investment strategy of so many people and institutions today, were first introduced in the United States in 1924, by MFS Investment Management. Alt
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Understanding the Impact of Dividends on Mutual Fund NAV
Distribution of dividends reduces the net asset value (NAV) of mutual fund shares. However, this doesnt mean that fund investors sustain a loss. Mutual funds invest in a number of different secur
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Understanding Contingent Deferred Sales Charges (CDSC) in Mutual Funds
What Is a Contingent Deferred Sales Charge (CDSC)? A contingent deferred sales charge (CDSC) is a fee, sales charge or load, which mutual fund investors pay when selling Class-B fund shares wit
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Understanding Level Loads: Mutual Fund Fees Explained
What Is a Level Load? A level load is an annual charge deducted from an investors mutual fund assets to pay for distribution and marketing costs for as long as the investor holds the fund. For
Fund information
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Social Security & Biden: Potential Changes to Your BenefitsAdd Social Security to the growing list of challenges that former Vice President Joe Biden will confront if he’s elected in November.The entitlement program has always been up against long-sta...
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Closed-End Funds: A Comprehensive Guide to InvestingStart a closed-end fund for exchange trading. A closed-end fund is one of the three types of investment companies regulated by the Securities and Exchange Commission (SEC). Mutual funds, know...
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Long-Term Unemployment in the US: A Deep Dive into the NumbersThe unemployment crisis may be far w...
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College Investing: 7 Smart Strategies for StudentsMoving away from home, making new friends and getting to class on time are some of the big changes college students face after high school. With all that this new group of adults is facing, it’...