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The mutual funds and ETFs that ranked at the bottom of the sector still benefited from a “long-running bull market,” an expert says.
May 1 -
The Invesco QQQ Trust dropped as much as 0.6% after Google’s parent company reported first-quarter sales below Wall Street estimates.
April 30 -
The firm hopes the changes reflect its image as a “powerful, innovative and unified provider” of investment products, according to co-CEO Nico Marais.
April 30 -
Expense ratios were more than twice the industry average.
April 24 -
The change will boost the firm’s “ability to reach a dramatically larger audience,” said CEO Stephen Schwarzman.
April 18 -
The products have benefited from the past decade of “economic expansion and bull market for risk assets,” one expert says.
April 17 -
The fund aims to undercut its cheapest competitor by 1 basis point.
April 17 -
The last time SPY saw inflows of this magnitude U.S. stocks were on the cusp of a bear market in late 2018.
April 16 -
The regulator is on high alert as more than 10% of new launches last year targeted a theme.
April 15 -
Still, some products with higher yields also have higher Sharpe ratios. Could that indicate better risk-adjusted performance?
April 15 -
The new funds mark the startup’s latest foray into traditional wealth management.
April 12 -
Procure Holdings’ intergalactic foray is part of a broader industrywide push into so-called thematic funds.
April 12 -
Advisors who once oversaw portfolios for clients anxious to save a dollar now work more frequently with investors saving to see the world.
April 9 -
Fund companies could launch a new type of product that does not have to reveal its assets.
April 9 -
The firm unveiled a discount in a footnote on page 94 of a revised regulatory filing.
April 9 -
The average expense ratio among the top-performers is 40 basis points higher than the average.
April 9 -
Direxion’s Rob Nestor and David Mazza discuss hiring and compensation strategies, ETF space developments and the rise of robos.
April 4 -
Issuers are creating multi-factor funds that offer exposure to several return-enhancing characteristics.
April 3 -
Part of the risk in any pivot to private equity is whether it would be essentially pawning what has been until recently a diamond of a business model.
April 3 -
Name changes are coming to 94 of the firm’s long-term mutual funds.
March 29



















