Mutual Fund INVESTOR'S CENTER

Understanding Active/Passive

Know the reasons to consider and use both passive and active strategies.

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Get Educated - Gain Insight

With regulatory changes, rising interest rates and discussions around active and passive investing, it's critical to stay informed.

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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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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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Can Switching to Index Funds Reduce Risk?

Can Switching to Index Funds Reduce Risk?

For many, risk and volatility only matter when movement is in one direction: down. Know the realities to help align investments to your goals.

Consider Active/Passive as Complements

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. 

Anticipate Before You Participate

Anticipate Before You Participate

Although the world looks messy and chaotic, this whitepaper from U.S. Global Investors folds back the layers to help investors understand what makes the market tick.

Mutual Funds and ETFs: Key Differences

Mutual Funds and ETFs: Key Differences

MFS can help investors understand the key differences to consider for actively managed mutual funds and passively managed ETFs.

Start your Free Personal Portfolio

Begin tracking your custom portfolio of mutual funds. It’s easy and it’s FREE.

Tax Preparation Tips

Tax Preparation Tips

Tax season can be a stressful time of year, but there are ways to minimize your frustration. Get ready for tax season with Nationwide’s tax preparation checklist.

6 Retirement Challenges Americans Face

6 Retirement Challenges Americans Face

Individuals and families can’t afford to take a passive approach to retirement savings. Understand the six key challenges that impact Americans’ ability to prepare for retirement, including the fear they’ll run out of retirement savings. Secure your financial future. 

Research Spectrum: Active/Passive

Research Spectrum: Active/Passive

Distinctions between active and passive investing appear at the core of the research process. Delaware Investments shares insight on how active management may provide a valuable service for investors seeking a research-based approach to controlling risk.