Fund performance

The correlation between fees and performance is not “apples-to-apples when taking the funds’ underlying exposures into account,” an expert says.

The $3.7 million fund returned more than 40% in the second quarter, outperforming all domestic non-leveraged ETFs.

The firm has shed fund holdings in defensive sectors such as health care and consumer staples.

The average expense ratio among the leading 20 is nearly 40 basis points cheaper than what investors paid on average last year.

Ukraine, Nigeria and Kazakhstan offer opportunities because local developments dominate the direction of their markets, the M&G fund manager said.

Real estate, communications, utilities and consumer staples funds have seen the most appetite, with every other sector experiencing outflows.

Investors plowed into bullion-backed funds after the U.S. and China reached a truce in their trade war.

Eight of the top 10 have less than $100 million in assets.

Of the 468 hedge funds that used Goldman Sachs’ prime brokerage services in the past decade, half have shuttered.

The losers “offer exposure to extremely narrow and volatile segments of the market,” an expert says.

The ETFs that bested the strategy “offer exposure to extremely narrow and volatile segments of the market,” an expert says.

Bullion is “once again trying to reclaim its role as a safe haven” amid trade war concerns and the Fed’s halt on rates, a strategist said.

Even experienced managers are closing shop amid mounting costs, a tough capital raising environment and investors’ reluctance to pay high fees.

The model, which runs on IBM’s Watson platform, has suffered from overweight positions in technology and energy, the month’s worst-performing sectors.

The longer the investing view one has, the easier it is to measure the effect of rebalancing on a portfolio, and to see if it adds value over time.

With double-digit annualized returns produced by nearly all of these funds, the ranking illustrates the broader trend toward passive investing.

The hedge fund he founded, Appaloosa Management, has returned 25% a year since inception in 1993.

After his record $2.3 billion purchase of the Carolina Panthers, some clients became concerned the demands of owning an NFL team might be too distracting.

The top 20 collected nearly $1 trillion in combined assets.

Those attracted to the asset management industry are highly susceptible to screening data to fit their existing preconceptions, new research shows.