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Defined-maturity funds offer traditional fixed-income interest payments.
July 1 -
These double-digit returns came at a price lower than the rest of the sector.
May 8 -
The mutual funds and ETFs that ranked at the bottom of the sector still benefited from a “long-running bull market,” an expert says.
May 1 -
The Invesco QQQ Trust dropped as much as 0.6% after Google’s parent company reported first-quarter sales below Wall Street estimates.
April 30 -
The average expense ratio among the top-performers is 40 basis points higher than the average.
April 9 -
Eleven of the 14 dividend-focused ETFs in existence 10 years ago beat a plain vanilla index fund.
March 14 -
Home to more than $249 billion, these funds have expense ratios more than 20 basis points higher than the industry average.
March 13 -
Portfolios constructed with companies betting on industrial and social transformations are besting rivals.
February 28 -
The funds include a wide range of offerings from emerging markets to precious metals, multi-strategy and REITs.
January 14 -
The firm says clients can achieve similar risk-return exposures and long-term returns with a well-diversified portfolio.
January 8 -
Health category funds dominated the list, making up for well over half of the group’s assets.
December 5 -
Disappointing revenue and profit forecasts from Amazon and Google-parent Alphabet helped push the Nasdaq further into a correction.
October 29 -
The deal is the latest consolidation in the industry, which is experiencing pressure on revenues as investors flock to low-fee, passive index and ETFs.
October 18 -
The deal to purchase the asset manager could be announced in a matter of weeks.
September 26 -
The S&P index of 18 asset management firms and custody banks is down nearly 11% this year, compared with a gain of more than 8% for the broad S&P 500.
September 14 -
Fees were nearly half the price of the top-performing active funds.
September 4 -
Forget bond ladders. Laddering defined-maturity exchange traded funds may be a safer fixed-income strategy for clients.
September 1 -
That’s the sum companies are expected to bring onshore due to the Trump administration’s tax overhaul.
August 17 -
Funds with disproportionate exposure to FANG stocks are up big in 2018.
August 16 -
The flood of new money may be evidence that investor angst is confined to the highest-flying tech segment and not the industry at large.
August 1

















