Fund performance

Sustainable funds in the U.S. attracted $51.2 billion in 2020, more than double the previous calendar-year record.

Lenders have issued about 50 structured products tied to Ark’s ETFs in the past three months, according to SEC filings.

The 20 categories with the biggest gains are home to nearly $10 trillion in combined assets.

Growth, quality and low-volatility stock funds had one of their worst months of flows on record, while those tracking value had one of their best.

Funds focused on ESG factors added a record $6.2 billion in January amid the increasing odds that Biden’s energy policies will be enacted.

The 20 funds in this ranking carried an average expense ratio of more than twice the broader industry.

ETFs targeting the hottest investment themes have lost as much as 5% per year on a risk-adjusted basis between 2000 and 2019, research shows.

The top 20 carried an average expense ratio of more than three times the broader industry.

For investors, Biden represents an attitude shift from the era of Trump, who famously made the Dow a barometer of his success.

These 20 mutual funds and ETFs here are home to roughly $45 billion in assets.

Founder Nancy Davis says her recently converted long-only product reflects the direction of travel for the broader asset management industry.

Probabilistic forecasts provide a durable framework for a sound financial future, the author says, and offers some for the new year.

The top 20 more than doubled the gains of their fixed-income industry peers.

The top 20 to debut last year by total assets include only three products from BlackRock and none from Vanguard or State Street.

Time and again, they’ve seemingly held up during periods of market stress and proved the skeptics wrong.

The biggest losses this year came from sectors that suffered the most in lockdown.

Steady inflows showcase the buy-and-hold ethos of the typical Vanguard investor — financial advisors and wealth managers, an expert says.

With an average gain of more than 108%, the lineup includes actively managed leaders with fees well above 100 basis points.

Despite a rocky year, these 20 funds recorded an average return of 13.6%.

Net flows have slowed in 2020 at the fund giant as rivals continue to roll out similar products amid the rise of robo advisors and almost-free trading.