Funds & ETF Investing

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    ETF Guide

    Exchange-traded funds (ETFs) continue to grow in popularity. There are now approximately 330 ETFs that each manage more than $200 million in assets.

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    Top Mutual Funds

    Data downloads and “how-to” editorial are the perfect companion to our annual book.

Fund/ETF Investing Know-How

Fund Expenses: Class Matters When Buying Multi-Class Shares

You've decided on a particular asset class, checked all the ratings, sorted through all the funds, and finally selected one mutual fund to invest in.

No more choices, right?


Some fund investors are confronted with an unexpected choice: What class of mutual fund shares should they invest in?

The share classes are for the same fund, but they carry different fees and expenses, and perhaps different shareholder services.

Which one is best?

There is no one best class for all investors, but choose the wrong class for your investment goals and the costs can be considerable.

Class Structure

Different fund families assign different letters to similar classes. However, you will most commonly find these typical fee and expense structures for the first three...

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Featured Article

Offbeat Offerings: Closed-End Funds

Most investors are quite familiar with open-end mutual funds, portfolios of securities that offer diversification and professional management at a low cost even for smaller-sized investors.

Closed-end funds, however, are a sometimes-overlooked alternative. Closed-end funds differ from mutual funds in that once the fund issues shares, those shares are bought and sold in the open market; unlike a mutual fund, the closed-end fund does not itself stand ready to...

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Funds/ETF Investing Articles