Mutual Fund Fees and Expenses
Mutual fund fees and expenses can add up over time. Get to know the most common types of fees and expenses and why they vary across mutual funds.
Target Date Funds vs. Target Risk Funds
Target date funds offer simplicity and a guided path to retirement while target risk funds are more flexible. Discover which is right for you.
What is a Bond?
Bonds are a bigger part of the overall market than stocks and an important component of mutual funds. Learn how bonds can offer stable interest income and return of principal.
What is a Stock?
Find out why stock (or equity) mutual funds offer the benefits of stocks, but with more diversification and flexibility than buying individual shares.
October Recap: Markets Rebound After Rough Third Quarter
After declining 6.4% for the third quarter, the S&P 500 Index rebounded by more than 8% in October and markets around the world generally fared better as well.
September Recap: Fed Debates Rate Hike Date
The U.S. Federal Reserve decided to wait longer before raising the short-term federal funds rate, citing a near-term softening of inflation expectations.
August 2015 Recap: Investors Try to Weather China Storms
Disconcerting economic reports out of China triggered significant sell-offs as worries grew that China’s economic slowdown was greater than feared.
Equity Market Update
After nearly nonstop growth since March 2009, the U.S. stock market has come under severe selling pressure recently. The reasons aren’t insignificant, but neither are they insurmountable.
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