Andrew Shilling

The size of their returns during the past decade belie their negative yields so far this year.

None of the leading 20 funds with a 50% to 70% equity allocation beat the gains of broader stock indexes over the past 10 years.

Not only do the 20 funds in this ranking outperform broader markets, it may be "where investors will excel going forward," according to one expert.

Outsized returns over the long- and- short-term planning horizons come with some caveats.

"The successful long-term players have the long-term tech driven trends right, and COVID just accelerated and magnified the trends," an expert says.

The long-term leaders carry fees more than twice the broader industry.

Despite long-term outperformance, many of the leading 20 have suffered short-term losses.

“Some assets are cheap for a reason,” an expert says.

Of the 50 biggest metro areas in the U.S., these were the lowest ranked for advisor pay, a study shows.

Home to more than $3 trillion, outperformance among the leaders comes with some caveats.

Average earnings and housing costs are just some of the factors taken into account in a new report.

Aside from their rock-bottom fees, those with the largest gains have at least one commonality: asset allocation.

The six-person will focus on ultra-high-net-worth families and individuals in South Florida.

The lineup of exclusively short-duration fixed-income products, taxable and municipal, still managed an overall gain.

Advisor Kip Adams says access to the IBD’s trading platform and tools have “already improved how we open new accounts and manage our business.”

The top 20 performers nearly doubled the gains of their peers over the period.

The 20 mutual funds in this ranking outpaced broader markets over the past year with an average gain of more than 68%.

Could high-fashion collectibles be an asset class that lets advisors connect with millennial clients? Sneaker enthusiast Andrew Shilling thinks it’s possible.

Over the past year, the 20 mutual funds in this ranking have an average gain of more than 100%. Their fees are also more than twice the broader industry.

The 20 funds in this ranking shed more than $793 billion over the period.