Rather than disclosing their portfolios every day like conventional ETFs, the nontransparent products will reveal their holdings at least once a quarter.
November 15
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Those that shorted the market suffered “steep losses,” while market-neutral products posted “modest gains.”November 13
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With an average gain of nearly 40%, the following mutual funds and ETFs are narrowly invested in the most attractive segments of the market.November 6
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An extension from the agency comes amid warnings from brokerages that breaking out stock and bond analysis would threaten their own research businesses.November 6
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As the sector grows to over $30 trillion in Europe, North America, Japan, Australia and New Zealand, one popular approach consists of excluding offenders.November 5
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The large number of closures in equities and “other” categories could not be offset by new additions, Index Industry Association research shows.November 4
Data & Research
Home to more than $249 billion, these funds have expense ratios more than 20 basis points higher than the industry average.
March 13
The average expense ratio among the poorest performers was 11 basis points lower than the category’s leaders.
March 5
The Fed’s pause on interest rate hikes has been a “net positive” for the category, an expert says.
February 20
The average fee was nearly 20 basis points higher than the top-performer.
February 13
Multiple rate hikes by the Fed last year contributed to less-than-stellar results.
February 6
Despite their high fees and double-digit returns, nearly all have even outperformed themselves so far this year.
October 30
The top 20 nearly doubled their gains over the last year, data show.
October 23
“The combination of low rates, curbs on state and local tax deductions, and consistent economic expansion have been a nice tailwind,” an analyst says.
October 9
Deviation from the broader market has left more than half of these products with losses during a time the Dow and S&P 500 each posted double-digit gains.
September 25
At 84 basis points, the average expense ratio is over 40 basis points pricier than what investors paid on average last year.
September 18