Fees are Average compared to funds in the same category. Polen 5Perspectives Small Growth Fund has an expense ratio of 1.35 percent. Risk is Below Average compared to funds in the same category ...

When US President Donald Trump surprised markets with aggressive tariffs against scores of countries, funds focused on large-company growth stocks took a big hit and value strategies proved more ...

Past performance is no guarantee of future results. Calculated for the Institutional Class based on a three-year period. Relative measures are compared with the fund’s benchmark. Portfolio holdings ...

The Magnificent Seven stocks now represent 35% to 40% of the S&P 500, creating historically high concentration risk. SPDR S&P ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Mutual funds can deliver on several investment goals, with capital ...

Large-growth funds posted strong gains in 2024, thanks partly to the artificial intelligence boom. Despite slipping in December, the average large-growth fund beat the broader market last year. To ...

Past performance is no guarantee of future results. 2. Calculated for the Institutional Class based on a three-year period. Relative measures are compared with the fund’s benchmark. Portfolio holdings ...

Wall Street is upbeat ahead of the Federal Reserve’s much-awaited two-day policy meeting that begins today. The financial community is hopeful that the central bank will go for a rate cut, the first ...

Growth stocks are routinely some of the market’s hottest stocks, and it’s not unusual to have the market’s top performers double or even triple inside of a year. But finding those outperformers takes ...

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