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.

The fund took in about $22 million in August.

The fund hasn’t seen a day of inflows since June.

The liquidations are part of an ongoing process to ensure its products meet their clients' evolving needs, the firm says.

With $145 million of net inflows, the fund is on track for its best month since June 2017.

Funds with disproportionate exposure to FANG stocks are up big in 2018.

These expense ratios were closer to the average fund fee in 1996.

Data reported by the Investment Company Institute.

The legendary manager’s Unconstrained Bond Fund ended July down almost $1 billion from its February peak.

Many sectors have rallied the past decade, but tech and health care outperformed.

The biggest losers so far? High yield bond and large value products.