ETFs

More than one-third of converted funds have posted net outflows since they made the switch, according to data compiled by Bloomberg.

Competitors are angling to create exchange-traded funds as a share class of their U.S. mutual funds — A Vanguard hallmark.

A new paper finds that baskets of single stocks are a better bet for minimizing capital gains taxes.

A brutal 2022 for fixed income, the worst year in many decades, took some shine off the decade-long track record of these exchange-traded bond funds.

Despite a down 2022, these funds were the best over the last decade.

Most investors had a lousy year, but these funds weathered markets jolted by significant economic and geopolitical turmoil.

Some funds lost more than 90% this year.

The strategy, which allows investors to cherry-pick stocks in a benchmark instead of owning a fund that tracks a specific gauge like the S&P 500, will have $825 billion in assets come 2026, Cerulli says.

The conversion would bring its active equity ETF lineup to 15 funds from an existing nine.

While the new 10-year rule slams heirs, it may also afford some increasing largesse.