Fund performance

The $4.9 billion fund has come under close scrutiny as crude’s rapid plunge forced it to quickly shift some of its giant positions on short notice.

"It's now June and if you’ve been on a deserted island for the last five months you couldn’t have fathomed the movements we’ve seen," an expert says.

Wild market swings have given many active managers a rare respite after a decade-long battle against the rise of passive investing.

The decade’s top performers also outpaced broader markets over the short term.

Age-based portfolios were susceptible to market volatility — and some clients have pulled out college savings.

The $4.64 billion fund lost 75% of its value in two months.

The results were “not just predicated on expense ratios,” an expert says.

The State Street fund has climbed 68% since falling to a more than seven-year low in March.

State Street’s stockpile takes up one corner of a vault in a system that stores bullion on behalf of central banks, sovereign wealth funds and others.

“Just because someone’s charging 1% doesn’t mean you should take them off your list,” an expert says.

In the first-quarter’s coronavirus-driven market decline, 94% of sustainable indexes outperformed, BlackRock research shows.

As liquidity disappeared amid the coronavirus-sparked mayhem, veteran fixed-income portfolio manager Gemma Wright-Casparius saw opportunities.

One French trade group reports that the country’s managers reduced research budgets by as much as 75% between 2017 and 2019.

Withdrawals this year have equaled almost half of last year’s inflows, leaving Pimco with net outflows of $46.8 billion in the first quarter.

The pandemic has sealed the fate of small, niche offerings that have failed to gain traction.

Economic damage wrought by the coronavirus has not stopped investors from piling into the companies able to churn out profits in the stay-at-home world.

Renewed friction between Washington and Beijing threatens to undermine a trade deal signed only months ago, further jeopardizing global economic prospects.

Even some of the industry’s cheapest products “may be overpriced” in that they’re “mirroring a passive index,” an expert says.

The central bank said it “will generally not purchase shares of an ETF that are trading at a premium” of 1% above its net asset value.

As the S&P 500 bottomed in late March, mom-and-pop darlings enjoyed weeks of inflows. Since then, the trend has shifted.