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mutual fund



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Imagine an investor whose mutual fund gains in paper value in one year but suffers actual losses in year two.

From MarketWatch ● Oct. 13, 2026

As of the second quarter, U.S. stock and mutual fund holdings came to $63 trillion, according to the Federal Reserve—nearly double the amount at the end of 2022.

From The Wall Street Journal ● Sep. 24, 2026

The author of the BCA note, Doug Peta, said that in the early 1980s, the value of equity portfolios and mutual fund holdings was far less than half of households’ disposable income.

From MarketWatch ● Aug. 17, 2026

After a strong second quarter led by tech stocks, the average U.S.-stock mutual fund or exchange-traded fund posted a negative total return of 2.1% for July.

From The Wall Street Journal ● Aug. 9, 2026

One group of mutual fund companies let preferred customers trade at preferred prices, and another group was charged with hiding management fees.

From "Freakonomics: A Rogue Economist Explores the Hidden Side of Everything" by Steven D. Levitt


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