A new academic paper introduces the MMT model, which improves upon standard methods by correcting for benchmark biases and incorporating peer performance, proving more effective at identifying ...

Do you know how your 401(k) plan operates? If not, you could be costing yourself thousands of dollars in the long run, ...

Actively managed mutual funds don’t perform as well as they appear, as the result of hidden “survival bias” in Morningstar mutual fund data, according to a study by Savant Capital Management and Zero ...

Persistent outperformance in mutual funds and ETFs remains an elusive yet highly desired goal for investors. This report dives into a study covering approximately 9,000 funds with $24 trillion in ...

There is never a wrong time to invest in mutual funds for retirement. So, if you're still looking for the best mutual funds, the Zacks Mutual Fund Rank can be a great guide. How can you tell a good ...

As evidenced by S&P’s SPIVA reports, actively managed equity mutual funds persistently underperform. Their persistent underperformance has continued despite decreasing expense ratios and the increased ...

Looking for the best mutual funds to buy in 2026? As markets shift and volatility remains high, choosing the right funds is key to balancing growth income and diversification. These five mutual funds ...

I was interested in the extent to which funds’ returns before fees predicted how they performed over subsequent before-fee periods. For instance, if a fund did well before fees compared with category ...

The search for investment managers who can consistently deliver alpha has become finance's equivalent of the Holy Grail quest. Just as medieval knights pursued miraculous powers, modern investors ...

There are no hostile takeovers in mutual funds. Bad managers are entrenched until they resign or the fund's directors give them the boot. Shareholders generally have no say in the matter; unlike a ...