Morningstar

“Recent further Fed action from COVID-19 seems to put another layer on a near-40-year bond bull market,” an expert says.

Morningstar finds that active managers have left a lot to be desired.

Five of the top seven performers this year carry AA ratings.

Funds with higher risk profiles — high-yield and emerging markets — are now paying the price.

With more than $80 billion in combined assets under management, the winners have started out the year with a loss.

Fund managers may be better equipped to weather the market storm than their passive peers because of their ability to quickly cut risk.

While the sustainable industry accounts for less than 1% of the $20.7 trillion held in U.S. mutual funds and ETFs, the space is growing fast.

The percentage of women managers fell even among passive funds, a booming area of the industry that was a hot-spot for female talent.

Broad-basket commodity sector funds, as well as those long on oil, natural gas and precious metals, accounted for more than half of the laggards.

The 20 top-performers are largely comprised of low-cost tech offerings.

Although roughly 40% of the actively managed industry beat their indexes, the worst-performers eked out an average gain of just 1.07%.

Many firms are modifying their ETFs’ existing mandates to be ESG-oriented without forcing investors to sell — and thus avoiding a tax bite.

They’re more expensive than their passive peers. But did they beat their benchmarks?

Whether it’s AI managing regulations or nextgen tools acting as data scientists, executives say tech will change how asset managers work.

Steady gains made in equity markets last year were "clearly a tailwind,” an expert says.

“Investment allocations can differ from one fund to another, and so do the expense ratios,” an expert cautions.

The move expands the manager’s commission-free platform, which has included all mutual funds since 1977 and all ETFs since 2010.

Nearly all of the fixed-income funds held short term debt.

In what was a stellar year for corporates, governments nearly missed the list entirely.

While some tax-planning tasks can be time-sensitive, the challenge is to tackle the others that aren’t in a calculated fashion, an expert explains.