Mutual Fund INVESTOR'S CENTER

Active vs. Passive Management

Understand the differences and how to use both in your portfolio.

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Why Mutual Funds?

Over $20 trillion is invested in funds. Learn why.

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Investing for the Future

Mutual funds are the #1 way most investors build wealth over time.

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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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Who Uses Mutual Funds?

Nearly half of all U.S. households invest in mutual funds. Learn the basics about the types of mutual funds and their features.

Familiarize Yourself with Risk

Investing involves some degree of risk – the up and down movement in the markets that occurs constantly over time. Understand the types of risk, personal risk tolerance and how to manage risk.

Educated Investing - Follow Us on Twitter

Educated Investing - Follow Us on Twitter

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.

Personal Portfolio Tool

Setting yourself up for investment success involves developing a realistic and informed perspective on how to put your financial resources to their best use. Begin tracking your custom portfolio with our free portfolio tool.

What's in Your Index?

What's in Your Index?

Heartland Funds shares how the value of the active approach is often overlooked in the debate between active and passive management.

Active and Passive Strategies: Complementary, Not Competing

Active and Passive Strategies: Complementary, Not Competing

American Century showcases how the resolution to the classic debate of passive and active strategies is likely not in favor of one side or the other.

Wisdom for an Outcome-Oriented Investment World

Wisdom for an Outcome-Oriented Investment World

With today’s investors trending toward investment outcomes (not benchmarks) and investment solutions (not products), Principal highlights how they might go about choosing between active and passive management.

Get Educated about Active and Passive Investing

With regulatory changes, rising interest rates and discussions around active and passive investing, education is of the utmost importance for successful investment strategies. Know the reasons to consider and use both passive and active options as complements in a portfolio, depending upon market conditions and investor objectives.