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To add insult to injury, these returns didn’t even come cheap. The average expense ratio was more than 1%.
December 6 -
Research into the point system for ranking funds questions whether the metric is valid in gauging future performance.
November 7 -
With the compliance deadline nearing, regulators have yet to make key decisions on dark pools, rules clashes with foreign markets and data collection.
November 1 -
Data reported by FUSE Research.
October 20 -
Various measures of what constitutes cash can produce different analyses. This list uses net cash positions at the largest funds.
October 18 -
The holdings in each of the three new offerings are rated A to BBB.
September 22 -
The U.S. Private Equity Access Fund Platform includes 33 offerings and more than 7,000 domestic and international investors.
September 22 -
With damage from hurricanes Harvey and Irma clocking in at more than $150 billion, will funds with high exposure to property and casualty insurance take a hit?
September 13 -
The analytics provider claims to serve more than 2,000 clients, including 92% of the top asset managers.
September 11 -
These funds have the smallest beta scores, either positive or negative, indicating the least variability from market returns.
August 30 -
No performance chasers here; these investors buy on the downside.
August 23 -
Investors may be shifting to cheaper options, or simply taking profits while markets are high.
August 16 -
To add insult to injury, these losers charge high fees – 12 of the 20 have expense ratios over 1%.
August 9 -
The purchase is a part of a growing effort to provide investors with information about the eco-friendliness of their portfolios.
July 28 -
If these ratios increase along with stock prices, how high is too high?
July 12 -
Volatility has opened the door to a deeper examination of the sector in some of the most widely held funds. Plus; other industry highlights.
June 16 -
Alibaba's founder backs digital advice for China, where e-commerce giants already sell mutual funds.
April 7 -
If your clients pay the alternative minimum tax, these funds can help lower their tax liability.
March 29 -
The health care industry is in the spotlight, creating uncertainty in a sector that’s been posting double-digit gains.
February 1 -
The firm's latest offering provides access to international equity markets. Plus: Other launches.
January 27


















