Mutual Funds

Is This the Most Important Market Measure?
Market performance under different U.S. presidents highlights the importance of heeding this key economic measure.
Recent jittery markets give advisors a terrific chance to judge liquid alt funds. Better yet, a close look can help you better position the portfolios of clients worried about global markets. Read More »
Bank stocks are generating buzz among investors and if rates rise, the outlook is even better. Here are the best-performing funds with a concentration in banking. Read More »
Robos don't have to be based on ETFs, says Naureen Hassan, head of Schwab's Intelligent Portfolios. "It can be mutual funds, individual securities -- whatever we want it to be, because it is a technology platform." Read More »
Here are the best-performing mutual funds over the past three years with the lowest expense ratios. Read More »
These 20 funds didn't just rise with the tide; they exceeded expectations and generated genuine gains. Read More »
Federal regulatory council indicates that it is working toward a comprehensive review of the asset management industry as the SEC pushes separate rulemakings. Read More »
As the Fed looks to tighten monetary policy, advisors must help their clients navigate a low-yield environment while also preparing their portfolios for rising rates. Read More »
Funds would have to maintain a minimum cushion of cash or cash-like investments that can be sold within three days. Funds also could charge investors who pull their money on days of elevated withdrawals. Read More »
Janet Yellen has the fixed-income market just where she wants it: ripe for the first increase in U.S. interest rates since 2006. Read More »
Market corrections provide an opportunity to rebalance into equities at lower prices and glean dividend income. Read More »
Advisors and their clients may be rewarded for not joining the flight from tax-exempt bonds. Read More »
Bank of New York Mellon, which has been plagued for the past week with computer problems that prevented it from providing prices for mutual funds and exchange-traded funds, said Monday it has provided net asset values for both through Friday. Read More »
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