Morningstar

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.