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Even worse, those at the bottom of the pack averaged higher expense ratios.
December 12 -
The fund company has added more than $50 billion this year, mostly from inflows.
December 10 -
Health category funds dominated the list, making up for well over half of the group’s assets.
December 5 -
The firm has parted ways with its CEO Alex Friedman and launched a restructuring plan.
November 26 -
Investors have grown cautious following October’s rout in global markets.
November 21 -
Data reported by the Investment Company Institute.
November 20 -
Industry headwinds from costs and fees remain as relentless as ever.
November 20 -
Recently, higher interest rates and stock market volatility have undermined gains.
November 14 -
The good times in munis aren’t likely to last as the Fed’s push to boost interest rates will hamper future results, an expert says.
November 7 -
High-fee managed futures, energy limited partnerships and multi-alternatives products topped this list.
November 1 -
There are at least 200 fewer products available since 2015. Some advisors haven’t noticed. But should they?
November 1 -
Factors including low interest rates may have contributed to success.
October 24 -
Data reported by the Investment Company Institute.
October 5 -
Investors flocked to ultra-short bond funds as few are willing to bet against persistent rising rates.
October 5 -
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The IRS estimates alternative minimum tax filings will decrease to 1 million from 10 million as a result of the law.
September 19 -
The equal-weighted nature of XBI gives the fund greater exposure to developing companies than similar products.
September 18 -
Use this checklist to help clients avoid the bill from surprise capital gains distributions.
September 7 -
Fees were nearly half the price of the top-performing active funds.
September 4 -
The SPDR fund’s assets have surged over 23% this year to a record $16 billion as the retailer inches closer to America’s second trillion-dollar company.
August 31

















