Fund performance

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.