Wondering how FXAIX and VOO stack up? You aren’t alone. To help, here is an explanation of the key differences between the ...

Discover how quantitative analysis can illuminate hedge fund performance, offering insights into risk metrics and benchmarks for smarter investing decisions.

A new academic paper introduces the MMT model, which improves upon standard methods by correcting for benchmark biases and incorporating peer performance, proving more effective at identifying ...

As Morningstar begins formal coverage of semiliquid funds, nearly all of which focus on some segment of private markets, one nagging question is: How should investors gauge a fund’s performance? When ...

Precious metals and foreign stock funds realized the highest returns last year; plus, mutual funds moved closer to launching ETF share classes.

The fund has returned 22.89 percent over the past year, 13.27 percent over the past three years, 7.90 percent over the past five years, and 5.83 percent over the past decade.

Pension funds and mutual funds are essential tools in retirement planning, but they serve different purposes and suit varied investor needs. Pension funds provide a stable income post-retirement and ...

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 ...