Morningstar

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.