Fund performance

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.

Even momentum, which has made money in eight of the last 10 years, has plunged in 2019.

Nearly all posted losses over the last year.

These double-digit returns came at a price lower than the rest of the sector.

Advisors have a dizzying number of ways to answer. Over a five-year period. Over 30 years. Compared to a certain sample portfolio. Which should you choose?

The mutual funds and ETFs that ranked at the bottom of the sector still benefited from a “long-running bull market,” an expert says.

The Invesco QQQ Trust dropped as much as 0.6% after Google’s parent company reported first-quarter sales below Wall Street estimates.

One theory for underperformance has been the long steady gains in markets since the financial crisis.

Expense ratios were more than twice the industry average.

CEO Ronald O’Hanley says the poor performance reflects both the industry’s “continued challenging conditions,” as well as “lower client activity.”

The firm, along with the broader asset management industry, is focused on ways to expand its global reach amid mounting pressure for growth.