Morningstar

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.

Sixty percent of advisors cited estimating health care costs as one of the biggest headaches when helping retirees plan for the future.

More than half of them track the industry’s top-performing category.

“It’s going to become increasingly more important for financial professionals to understand the potential benefits of sustainable investing,” an executive says.

“There’s less performance chasing than you saw in the past, and that’s a positive thing,” an expert says.

Double-digit gains produced by the mutual funds and ETFs with the most AUM were not enough to best the broader market.

Waiting too long means clients will miss out on the opportunity to maximize the plan’s full tax benefits.

The fact that it’s impossible to track the amount of revenue sharing kickbacks demonstrates the problem, says the research firm’s lead policy wonk.

Those that shorted the market suffered “steep losses,” while market-neutral products posted “modest gains.”

With an average gain of nearly 40%, the following mutual funds and ETFs are narrowly invested in the most attractive segments of the market.

As the sector grows to over $30 trillion in Europe, North America, Japan, Australia and New Zealand, one popular approach consists of excluding offenders.

Funding a Roth account, for example, may not offer upfront tax deductions, but withdrawals are tax-free.

The SEC’s recently passed ETF modernization rule, which expands choice in the market, “is probably the end of the mutual fund industry.”

Despite their high fees and double-digit returns, nearly all have even outperformed themselves so far this year.

The $10.1 billion fund’s star manager, well known for his contrarian investments, held on to a short position against U.S. Treasurys even as bonds rallied.

The top 20 nearly doubled their gains over the last year, data show.

High-deductible plans open the door to tax breaks for high-income investors, an expert says.