The Motley Fool
DECEMBER 15, 2024
Professional fund managers tend to be highly educated, hard-working, and extremely smart. But it doesn't take a highly complex trading plan to come out ahead of 98% of professional mutual fund managers over the long run. So, the odds are already against fund managers from the start. Image source: Getty Images.
The Motley Fool
JUNE 30, 2024
In 2021, investors paid almost $90 billion in total fees on about $14 trillion of actively managed mutual funds to an industry flogging a product demonstrably inferior to index funds. Active vs. passive funds It's quite a problem, and a seemingly puzzling one, too. Image source: Getty Images.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Motley Fool
JANUARY 20, 2025
Mutual fund company Fidelity reports that as of the third quarter of 2024, over 540,000 participants in the workplace retirement plans it administers were sitting on million-dollar-plus stashes. At least max out your company's match That $3,000 figure is an arbitrary one, of course. But don't sweat it.
The Motley Fool
JULY 29, 2024
You don't need to be a Wall Street insider to beat most actively managed mutual funds. A simple investment strategy has outperformed nearly 88% of funds over the past 15 years, and its relative performance typically gets better over time. Here are the most recent results for large-cap funds. Image source: Getty Images.
The Motley Fool
OCTOBER 28, 2024
And in an ironic twist, the less competitive you are, the better you'll be able to stick with a strategy that can lead you to after-tax returns that beat 98% of professionally managed mutual funds. All you have to do is buy a broad-based index fund and hold it for years. That's why mutual funds charge fees.
The Motley Fool
AUGUST 31, 2024
38% of mutual fund investors think they don't pay any mutual fund fees or expenses. Expense ratios : An expense ratio is an annual fee charged by mutual funds and exchange-traded funds (ETFs). 17% say they don't know how much they pay. Then you’ll want to hear this.
The Motley Fool
JULY 22, 2024
Mutual fund company Vanguard Group reports that the average workplace-retirement account for clients aged 65 or older is only $272,588, while the median (or midpoint) balance for these folks is a much smaller $88,488. Although it's not unheard of for a 401(k) account balance to reach the seven-figure mark, it is rather rare.
Expert insights. Personalized for you.
240 
Let's personalize your content