-
Three funds tracking the debt products attracted a combined $2.3 billion in one week.
January 8 -
Despite returns of about 8% last year, the products lagged behind the S&P 500’s 22% climb.
January 5 -
The funds with the biggest AUM declines didn’t badly underperform, but investors often found cheaper alternatives.
January 3 -
It paid in 2017 to be a penny-pinching retiree because target-date funds dominate the cross-section of profitable and cheap.
December 27 -
Advisors should not overlook client savings accounts as idle funds.
December 20
MaxMyInterest -
Data reported by the Investment Company Institute.
December 15 -
Passive funds are the decisive victor in attracting cash.
December 13 -
Data reported by the Investment Company Institute.
December 8 -
To add insult to injury, these returns didn’t even come cheap. The average expense ratio was more than 1%.
December 6 -
Data reported by the Investment Company Institute.
December 1 -
These eye-popping returns didn’t come cheap. Expense ratios averaged more than 1% and went as high as 158 basis points.
November 29 -
Data reported by FUSE Research.
November 22 -
Data reported by the Investment Company Institute.
November 17 -
Data reported by the Investment Company Institute.
November 10 -
Investors may be growing impatient with implementation of the administration’s agenda, an analyst says.
November 9 -
Emerging markets, value and small-cap funds dominate the list, but other factors need to be considered, as well.
November 8 -
Research into the point system for ranking funds questions whether the metric is valid in gauging future performance.
November 7 -
Data reported by the Investment Company Institute.
November 3 -
The firm recently dismissed two portfolio managers due to inappropriate behavior.
October 27 -
Data reported by the Investment Company Institute.
October 27


















