Mutual Fund INVESTOR'S CENTER

Active and Passive

There is a role for both strategies and reviewing the attributes of each may help construct a portfolio that serves your best interest.

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Risk and Return

Any action or activity that leads to loss of any type can be termed as risk.

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Get Started Investing for Your Future

What will your retirement look like? Knowing what you want and need is key.

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How to Select: Mutual Funds or ETFs

The type of fund to choose will depend on your investment goals and timeline.

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View our *New* Perspectives Page

View our *New* Perspectives Page

Receive insight and perspective from MFEA member firms on a range of topics from active/passive to income and retirement.

Follow Us on Twitter: @MutualFund_Edu

Follow Us on Twitter: @MutualFund_Edu

Get educated about the mutual fund space and test your investment knowledge. Follow us at @MutualFund_Edu to receive ongoing education-based, mutual-fund focused insights.

Set Yourself Up for Investment Success

Set Yourself Up for Investment Success

Monitor your progress on a regular basis, review your investment allocation mix and make adjustments accordingly. Know the basic strategies and principles of building a portfolio. 

Risk and Return

Risk and Return

Risk that affects your investments comes in many forms. Any action or activity that leads to loss of any type can be termed as risk.

Passive or Truly Active and Diversified

Passive or Truly Active and Diversified

Thornburg Investment Management shares how academic research suggests actively managed funds that have high Active Share on average outperform index returns.

Purpose-Driven Investing

Purpose-Driven Investing

Franklin Templeton discusses how purpose driven investing plays a key role in helping investors achieve their desired outcomes as well as improving the journey along the way.

Death of Active Management Has Been Exaggerated

Death of Active Management Has Been Exaggerated

Passive investing not only is here to stay, but it seems likely to grow and grab market share. Federated Investors shares how long-term diversified investors should also consider making room for active investments in their portfolios.

Target Date Strategies

Target Date Strategies

While all target date managers make active decisions related to the glide-path design and diversification, T. Rowe Price shares how the underlying implementation of these designs can be done passively, actively, or through a combination of passive and active.