Fund performance

Interestingly, the measure often used by analysts and planners just happens to be the one that doesn’t reflect how most clients actually invest or withdraw money.

That would be a big “no,” in most cases, according to FINRA, but gives rise to another question…

Broad-basket commodity sector funds, as well as those long on oil, natural gas and precious metals, accounted for more than half of the laggards.

The haven has been favored as the coronavirus outbreak has spread beyond China, threatening a pandemic and slower growth.

The SPDR fund saw a one-day exodus of $372 million as the sector struggles amid bets that the Fed will cut rates to mitigate damages from the coronavirus.

A recent sale-tax hike in the country and the impact of the coronavirus have driven the yen to it's biggest two-day drop since 2017.

Analysis of funds that have sustainable equivalents shows there’s neither a long-term edge nor a sacrifice for picking one strategy over the other.

The 20 top-performers are largely comprised of low-cost tech offerings.

The BlackRock fund recorded its largest one-day outflow in five years as the sector becomes a political lightening rod for Republicans and Democrats alike.

Although roughly 40% of the actively managed industry beat their indexes, the worst-performers eked out an average gain of just 1.07%.

The academic duo who fueled the strategy’s boom want to know if worsening performance signifies a bout of misfortune or if something’s fundamentally broken.

They’re more expensive than their passive peers. But did they beat their benchmarks?

A flight to safety that saw funds in short-term bonds and utilities add cash as coronavirus dominated headlines has given way to a vigorous rally.

Data reported by the Investment Company Institute.

The industry’s biggest firms have grown bigger and the smaller firms have found it harder to compete on their own, the regulator found.

Steady gains made in equity markets last year were "clearly a tailwind,” an expert says.

While the deadly virus threatens to harm the world economy, the funds have remained popular as the Fed signals low rates for the foreseeable future.

“Investment allocations can differ from one fund to another, and so do the expense ratios,” an expert cautions.

Macro funds, which invest in broad global trends, had the biggest disparity.

To grow, firms need to be as engaged in the marketing and sales side of their business as they are in the investment side.