© 2019 SourceMedia. All rights reserved.
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
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
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