Fund performance

Among the decade’s worst performers — those with more than $1 billion in assets under management — were a handful of products with stellar short-term returns.

The decade’s top-performers have produced returns of more than four-times their industry peers this year.

Do-it-yourself-minded investors have never had more places to put their savings, writes Bloomberg’s Nir Kaissar.

In the first half of the year, fewer than a third of U.S. domestic equity fund managers delivered annualized returns that outpaced the S&P Composite 1500.

“Investors are going into lower, more passive mutual funds because they don't want to pay the fees,” an expert says.

The bullion rally has shown signs of losing momentum as economies reopen.

“Expense ratios matter to most people, particularly when you're looking at these mostly passive funds,” an expert says.

Despite some impressive short-term gains, more than half underperformed their peers over the decade.

Investors are placing their bets on value funds after the category posted its worst quarter this century in the wake of the coronavirus pandemic.

JPST, which tracks investment-grade securities maturing in a year or less, has attracted over $3.7 billion in flows this year.

Funds focused on the sector lost more than $2.4 billion in August, the most since 2016.

Some of the biggest laggards have managed short-term gains of more than 40%.

Investors are trying to eliminate the cash drag in their portfolios, says Dan Suzuki, deputy CIO at Richard Bernstein.

Among some 500 large-cap U.S. mutual funds, those with at least one-third of manager positions held by women have beaten those with none, data show.

More than 600,000 ounces of the precious metal have been added to ETFs since mid-May.

“The reality is they were always supported by a large team,” according to CEO Jenny Johnson.

A range of factors have been cited for the clean-tech rally, including maturing wind and solar industries after a collapse in oil prices earlier this year.

More than half of these funds have fees higher than 75 basis points.

Fees for the category's best performing mutual funds and ETFs are much like the price of bullion: expensive.

Now, with a flood of day traders entering the market, a memorable moniker could be more valuable than ever.