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The Latest
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
Double-digit gains produced by the mutual funds and ETFs with the most AUM were not enough to best the broader market.
November 20
Those that shorted the market suffered “steep losses,” while market-neutral products posted “modest gains.”
November 13
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
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