Mutual Funds

When I think about private mutual funds over the past 25 years, I see a fascinating journey of evolution, innovation, and increasing relevance in the US investment landscape. Private mutual funds, often structured differently than public mutual funds, have played a significant role in wealth management for high-net-worth individuals and institutional investors. This article explores […]

When I consider investing for the long haul, few things excite me more than the idea of growth mutual funds that have proven their strength over 25 years or more. A quarter-century is a significant period — it spans multiple market cycles, economic booms, recessions, and shifts in the global economy. This timeline allows me

When I think about building wealth through investing, one of the best indicators I look at is a mutual fund’s 10-year performance. Ten years is a meaningful period — long enough to smooth out short-term market volatility but recent enough to reflect the current economic climate. In this article, I’ll break down 25 mutual funds

When I think about building a solid investment portfolio, blue chip stocks naturally come to mind. These are shares of large, well-established, financially sound companies with a history of reliable performance. Investing directly in individual blue chips can be rewarding, but mutual funds focused on these stocks offer diversification and professional management. What Are Blue

When I think about mutual funds, size often catches my attention. The largest mutual funds attract billions of dollars because many investors trust them. But size isn’t everything. Still, understanding the biggest funds helps me gauge market trends and assess the most popular investment vehicles. What Does “Largest Mutual Fund” Mean? The “largest” mutual funds

Over the years, I’ve studied many mutual funds, and I always pay close attention to those that delivered exceptional long-term returns. Mutual funds remain a core part of many US investors’ portfolios despite the rise of ETFs and robo-advisors. Understanding which funds have historically performed best helps me make smarter choices for my own investments

When I first came across Rule 22d-1 mutual funds, I realized most retail investors don’t understand what this rule means or how it affects their costs. That’s a problem, because knowing how sales charges work in mutual funds can directly impact long-term returns. If you’re serious about building a sound investment strategy, understanding 22d mutual

When I first heard about SEC Rule 22c-2, I assumed it was just another obscure regulation. But the more I looked into it, the more I realized how much this rule quietly shapes how mutual funds handle your money—and mine. If you invest in mutual funds through a brokerage, retirement plan, or 401(k), this rule

I’ve always viewed the energy sector as a strategic way to gain exposure to both current global demand and long-term transformation. So I asked myself: what if I invest $20,000 in a Morgan Stanley energy mutual fund? I took a closer look at what they offer, ran the math, compared scenarios, and weighed risks. Here’s

Energy is one of the most volatile sectors in the stock market. But it’s also one of the most rewarding—if I time it right or stay in long enough. I wanted to understand what a $20,000 investment in an energy mutual fund might grow into. So I ran the numbers, dug into the risks, and