Discover essential metrics like alpha, beta, and Sharpe ratio for evaluating mutual fund risk-return tradeoffs. Learn how to assess potential returns and risks effectively.

A value fund is an investment vehicle such as an exchange-traded fund (ETF) or a mutual fund that owns a wide range of value stocks. Value stocks are considered to be stocks that trade at a discount ...

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 ...

Tom Hancock, a portfolio manager at GMO, favors companies that consistently earn a high return on capital and reinvest in the ...

Investors and retirement savers who want to own broad swaths of the stock and bond markets often face a choice: Do they want to buy time-honored mutual funds, or upstart exchange-traded funds? If ...

Are the active equity exchange-traded funds that traditional mutual fund families have been launching to keep investors from leaving for other firms’ ETFs forestalling or hastening the demise of their ...

Vanguard will offer three new, active fundamental stock exchange-traded funds overseen by managers who run some of the family’s most storied stock mutual funds, including Vanguard Dividend Growth ...