The stock market surged by more than 20% in 2024, surprising most strategists. Growth-focused mutual fund managers excelled, driven by investments in technology firms. They remain optimistic for ...

Here, to summarize, are some reasons to choose an ETF over a mutual fund, or vice-versa. You buy and sell a lot. Real-time ...

History of Fund/Manager SWTSX finds itself in the Schwab Funds family, based out of San Francisco, CA. Schwab Total Stock Market Index made its debut in June of 1999, and since then, SWTSX has ...

Even as major stock-market indexes have plunged, his small-cap fund is up nearly 10% in March alone and 14% year-to-date. But Barbee, who has managed the fund since 1998, has also outperformed ...

Since the index-fund portfolio by definition is identical to the market, the second one must be as well, and before trading costs these two portfolios' returns will be the same.

As of the last filing date, the mutual fund has 77.65% of its assets in stocks, which have an average market capitalization of $412.59 billion. With turnover at about 2%, this fund makes fewer ...

Chinese stock exchanges are taking decisive action, urging major mutual funds to restrict stock sales as the nation faces a weakening yuan and volatile stock markets. This move is part of Beijing ...

Thus, investing in mutual funds from AllianceBernstein may provide the much-needed stability and growth potential in a market that is expected to remain volatile for a while.

Another option to consider is the Vanguard Total Stock Market ETF (VTI -0.04%). The S&P indexes have profitability requirements that can filter out some of the best growth stocks.

You should think about starting with Schwab Total Stock Market Index (SWTSX). SWTSX has no Zacks Mutual Fund Rank, but we have been able to look into other metrics like performance, volatility ...