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A State Street fund avoiding crude holdings has beaten the S&P 500 by 3.6 percentage points since its inception, generating an annual return of 12.9%.September 23
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Close to 80% of strategists cited competition from the mega-managers as their most significant challenge last year.July 26
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The sector has seen an inflow surge in recent months as Treasury yields continue to fall.March 15
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Slower economic growth and increased market volatility have investors seeking large companies with healthy balance sheets.January 10
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One VanEck fund had $574 million of outflows, the most since June and almost 40% of its assets.October 23
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The proposal would lay out formal steps for setting up less-complicated funds.July 19
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These emotional topics tend to be bad for investment returns, Barry Ritholtz says.July 3
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Treasury yields have fallen in response to tariffs imposed by the Trump administration, making defensive sector holdings more attractive.July 3
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The bank has deviated from its guiding philosophy after making tactical sales of stocks perceived as being on the front lines of the tariff bombast.June 25
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There are many more options for advisors who seek gender-equality based investments for clients, says planner Luisamarie Ruiz Carlile.May 22
