For the quarter, the fund (class Y) outperformed its benchmark, the Russell 2000 Growth Index. Read more here.

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. When you're looking for broad exposure to the U.S. stock market, you have ...

Western Asset Diversified Income Fund's exposure to high-yield corporates and bank loans was in aggregate the most ...

Our research team assigns Gold ratings to strategies that they have the most conviction will outperform their Morningstar Category average over a market cycle on a risk-adjusted basis. A prudent ...

Consistent returns often depend more on asset class performance than managers' skill. Income funds yield more but won't keep pace in a bull market. A fund's sector overweights can help or hurt ...

Farran Powell is the managing editor of investing at Forbes Advisor. She was previously the assistant managing editor of investing at U.S. News & World Report. Her work has appeared in numerous ...

Fund flows offer a wide-angle view of how investors and the advisors guiding them respond to market conditions. They reveal sentiment shifts, highlight product demand, and expose trends in the asset ...

Dara-Abasi Ita writes about trading and investing for Investopedia and Investing.com, and he is an editor at Lawverse magazine. He has written about financial topics, including private equity, asset ...

Quick answer: An index fund is an investment fund that tracks the performance of an underlying benchmark index, such as the Standard & Poor's 500 Index (S&P 500) or the Nasdaq 100. The purpose of an ...

When it comes to technology index funds, the granddaddy of them all is the Invesco QQQ Trust (ticker: QQQ), the avatar for the closely watched Nasdaq-100. The index isn't a pure play, but it defines ...

The TCW Group, a leading global investment firm, announced today that the TCW Strategic Income Fund, Inc. (NYSE: TSI) has declared a monthly distribution of $0.0283 per share payable on July 31, 2026, ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Chip Stapleton is a Series 7 and Series 66 license holder, CFA Level 1 exam holder, and currently holds a Life, ...