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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 -
The funds gained an average of 13.3% a year over the past decade, which began before the financial crisis.
October 25 -
Oct. 23: The custodian plans to offer advisors and retail investors access to 296 commission-free ETFs.
October 20 -
Data reported by FUSE Research.
October 20 -
With strong returns and affinity among younger clients, one advisor has gone as far as to mandate the strategy.
October 18 -
Data reported by the Investment Company Institute.
October 16 -
Data reported by the Investment Company Institute.
September 29 -
All posted positive returns over five years, but active saw the largest outflows.
September 20 -
Data reported by the Investment Company Institute.
September 15 -
Outperformance helps the sin industries be profitable, the Journal of Portfolio Management authors found.
September 11 -
Sept. 11: Managers have been told to prepare for spending more on research and trading services they get from banks.
September 8


















