As adoption of the dual-wrapper products accelerates, so will questions about timing, pricing and residual balances.

Tax-efficient mutual funds are designed specifically to reduce your tax liability as a shareholder when you file for taxes.

Products such as interval and tender offer funds offer investors exposure to illiquid securities. Here’s what to ask before buying one. Dziubinski: All right, let’s start at the beginning. What are ...

Active ETFs trade intraday. They have some tax benefits, and you’re going to get the same thing you’d get in a mutual fund with a manager picking stocks trying to beat an index instead of replicate ...

As a mutual fund owner, you may have to pay taxes on any income your shares generate. But when do you pay tax on mutual funds and how are they calculated?

NASHVILLE, Tenn. (WTVF) — On this episode of OpenLine, Financial Advisor Paul Winkler joins host Ben Hall as they talk about diversifying your investment portfolio and helping you investigate if your ...

Reclassification involves changing a mutual fund's share class without a taxable event, offering flexibility in investment ...

Regulators officially approved 30 more funds last month, with more expected authorizations in 2026. Will financial advisors ...

Selling mutual funds? Choose the right cost basis method to manage taxes efficiently and maximize your gains. Explore ...

The best long-term mutual funds right now are the Vanguard 500 Index Fund, Fidelity Contrafund and T. Rowe Price Blue Chip Growth Fund. Long-term mutual funds are the financial version of "slow and ...

Forbes contributors publish independent expert analyses and insights. #1 stock picker for 51 straight months on SumZero. AI is my edge. There are at least 147 different Technology mutual funds and at ...