Now hitting your mailbox with an unwelcome thud: the year-end mutual-fund statement. Row after row, column after column, the report outlines in excruciating detail how at least the stock portion of ...

The third quarter of the financial year just ended, and investors are starting to get their latest mutual fund statements. If you're about to check yours, you might want to sit down first. What is not ...

The other day I received a call from a client. This client is particularly sharp and has a solid understanding of the world of personal finance. He explained that he was having a problem with his ...

(March 22 – 12:40 ET) – Overall mutual fund statements have improved since 1999. According to an evaluation by financial services research firm DALBAR , statements look better and do a better job at ...

SAN FRANCISCO (CBS.MW) - Second-quarter mutual fund statements are coming. Be afraid. As if the sting from first-quarter statements isn't still painful enough, next month's statements are going to ...

A mutual fund pools money from its shareholders and invests in stocks, bonds or short-term debt. Mutual funds are managed by professional investment advisors who ensure that the fund's portfolio ...

Converting mutual funds to exchange-traded funds has become a growing trend in the investment industry over the past two years. More than three dozen of these conversions have popped up since early ...

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 ...