Fund performance

There are at least 200 fewer products available since 2015. Some advisors haven’t noticed. But should they?

Factors including low interest rates may have contributed to success.

Data reported by the Investment Company Institute.

Investors flocked to ultra-short bond funds as few are willing to bet against persistent rising rates.

The IRS estimates alternative minimum tax filings will decrease to 1 million from 10 million as a result of the law.

The equal-weighted nature of XBI gives the fund greater exposure to developing companies than similar products.

Use this checklist to help clients avoid the bill from surprise capital gains distributions.

Fees were nearly half the price of the top-performing active funds.

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.