Mutual fund ownership among US households has grown steadily over the past two decades, with middle-income families accounting for much of the increase, according to new research from the Investment ...

Thinking about retirement mutual funds? Understand their features, lock-in rules, returns, risks, and whether they are the ...

Some financial advisors are paid by mutual fund companies for as long as their clients own their funds. Here's how it works.

If you’re saving for retirement, you’re probably concerned about how current economic uncertainty and turbulence may impact your nest egg. But a diversified portfolio should be able to weather any ...

Ah, retirement. No more snarled commutes, demanding bosses or tight deadlines. But after saving for decades, you now have to figure out how to turn your nest egg into a cash spigot. "It's a big moment ...

The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund pursues its objective(s) by investing in a diversified portfolio of ...

The Fidelity Freedom Income Fund has been chided by some financial analysts for being too risk averse, but manager Jonathon Shelon says the fund’s demographic—investors who are 10 to 15 years into ...

Canadians are living longer, making longevity risk one of retirement’s biggest challenges. Here’s how longevity income funds ...

A long-term retirement goal works best when each product has a defined role. NPS can serve as a disciplined core for your ...