Founded in 1946, Fidelity Investments of Boston is one of America’s largest managers of mutual funds and exchange-traded ...

The expense ratio of funds matters. Back in 2010, Morningstar found that the best predictor of future returns was a low expense ratio. This beat every other indicator, including Morningstar stars.

Index funds minimize fees and risk by tracking market indexes like the S&P 500. Choosing the right index fund depends on expense ratios, investment goals, and market segments. Long-term index fund ...

A good place to start is by looking at the top nine performers of 2025, all of which returned over 27% last year. The top performer boasted a return over 50%. Of course, what performed well in 2025 ...

You invest in a mutual fund expecting 8% annual returns but only see 7%. The culprit? A hidden cost called the expense ratio. Yes, it costs money to make money. Most mutual funds come with annual ...

Opal Dividend Income ETF provides a 2.92% yield, but a high 0.65% expense ratio may hurt stock selection and returns vs. FDVV. Learn more about DIVZ ETF here.

BNDX tracks the global bond market excluding the US, offering geographic diversification and exposure to government and corporate bonds. The ETF has a low expense ratio, good dividend yield, and is ...

In a recent blog post, Russel Kinnel, Morningstar’s director of ratings and manager research, identified eight good funds that have made themselves more attractive by reducing their expense ratios.