Hampton: So you have covered mutual funds for a long time. What is the state of the mutual fund industry today? Kinnel: I think it’s pretty good. In some ways it hasn’t changed, but it’s changed in ...

WASHINGTON, Nov. 12, 2025 /PRNewswire/ -- Over the past two decades, mutual fund ownership has risen among middle-income households, according to new data from the Investment Company Institute (ICI).

Some fund providers are converting mutual funds to ETFs to offer more tax-efficient investments. Generally, these conversions are a step in the right direction for investors. Relatively little effort ...

The US federal government’s Thrift Savings Plan ended April 2024 with $872 billion in assets serving more than 7 million participants—or one in every 25 workers in the United States. Our series of ...

* Data for exchange-traded funds and funds that invest primarily in other mutual funds were excluded from the series. Note: Components may not add to the total because of rounding. Highlights: ...

It can sometimes seem like there’s an endless number of mutual funds for you to invest in. But not all of them are a right fit for your portfolio—and some aren’t worthy investments at all. The real ...

Your portfolio might not be as diversified as you think. The US market has been dominated by a group of mega-cap tech stocks known as the Magnificent Seven. These giants have delivered strong returns, ...

President Donald Trump’s tariff announcements roiled stock markets and mutual funds in 2025’s second quarter, but they’re still up for the period. The initial tariff news sent US stocks down nearly 12 ...

Ocean Park Mutual Funds lags peer asset managers in a number of stewardship qualities, resulting in a Low Parent Pillar rating. Fees on the firm's open-end and exchange-traded funds are a weakness, ...