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Fact checked by Michael RosenstonReviewed by Charlene Rhinehart Bloomberg / Contributor / Getty Images ETF vs. Mutual Fund Tax Efficiency: An Overview Tax considerations for mutual funds and exchange-traded funds (ETFs) are similar in many ways; both are taxed on dividends and capital gains distributions as well as gains resulting from market transactions. However, due to the…
Fact checked by Vikki VelasquezReviewed by Thomas J. Catalano What Are Money Market Funds? Money market funds are a type of mutual fund that invests in highly-rated, short-term debt securities. They generate income but little if any capital appreciation. Money market funds were established in the 1970s to provide a slightly higher-yielding alternative to interest-bearing…
Fact checked by Yarilet PerezReviewed by Andy Smith Nattanan Kanchanaprat / Pixabay.com / CC0-PDÂ Investors don’t need an account with Vanguard to buy and sell its mutual funds and exchange-traded funds (ETFs). Vanguard maintains agreements with other brokers to give their clients access to Vanguard funds. Similar arrangements with online brokerages and investment houses allow…
Reviewed by Michael J BoyleFact checked by Suzanne Kvilhaug Mutual funds are popular vehicles that pool together money collected from investors. This capital is then invested in securities and assets such as stocks, bonds, cash, and money market vehicles based on the fund’s profile. It might be a small-cap fund, an international fund, or a…
Fact checked by Stella Osoba Morsa Images / Getty Images Couple getting advice about active mutual funds from a financial advisor. Trashing actively managed funds has been one of the biggest trends in financial markets over the past decade. Stacks of evidence proved that blindly buying the whole market delivered better returns than paying an…
Fact checked by Suzanne KvilhaugReviewed by Michael J Boyle Closed-End vs. Open-End Investments: An Overview Closed-end funds have a fixed number of shares issued by the fund. Open-ended funds don’t have a limit on the number of issued shares. The primary differences between the two lie in how they’re organized and how investors buy and…
Reviewed by JeFreda R. BrownFact checked by Michael Rosenston Fidelity Investments is one of the biggest and best-known asset management companies in the world. Launched in 1946, the company holds $5.9 trillion in assets under management (AUM) and $15.0 trillion in assets under administration on their platform as of March 31, 2025, and offers mutual…
Reviewed by Chip StapletonFact checked by Michael Rosenston tdub303 / Getty Images Mutual Fund Dividends: Overview There are thousands of mutual funds to choose from but only some of those funds have a high dividend yield. They appeal to investors who are looking for regular income as well as the long-term growth that mutual funds…
