Mutual Fund INVESTOR'S CENTER

Learn how to plan for your retirement.

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

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The best strategy when investing for college is to start early and invest often.

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What You Should Know About Taxes

It's important to keep an eye on taxes while working toward your long-term goals.

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When choosing mutual funds, select the ones that meet your investment objectives.

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Education & Commentary

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Dividend Growth for the Long Term

Dividend Growth for the Long Term

The natural inclination is to look for dividend payers with high dividend yields; however, dividend growth is a key metric to examine as well - especially as it relates to performance. 

U.S. Election: All bark, no bite for markets

U.S. Election: All bark, no bite for markets

Recent U.S. presidential elections have had minimal market impacts, and the 2016 race, though unusual in many respects, has thus far been no exception.

Are We Headed Back to the Future?

Are We Headed Back to the Future?

It seems like everyone has been saying we’re going to have a correction, or a bear market, or worse a recession. What do you know? The polar opposite has happened. Thus far the market is hitting new highs.

Ariel Portfolio Managers on: Risk

Ariel Portfolio Managers on: Risk

Portfolio manager perspectives: with Charlie Bobrinskoy, Rupal Bhansali, Tim Fidler & David Maley

Perspectives SHARE  Focus on themes (not geography) in emerging markets

Perspectives SHARE Focus on themes (not geography) in emerging markets

For investors struggling to find growth opportunities in a low growth world, Colin Moore offers two insights. Don’t write off Brazil, and don’t treat emerging markets as a homogeneous asset class.

Market Perspective: Is the Recent Rally for Real?

Market Perspective: Is the Recent Rally for Real?

Stocks have moved higher over the past month, with this rally marked by better participation and breadth, but it has stalled recently.  We believe the bull market will continue, but that risks remain and bumps are inevitable.