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Data reported by the Investment Company Institute.
May 14 -
“Securities that offer souped-up returns are just too dangerous,” says Executive Vice President Jim Ross.
April 30 -
Known for his “safe and cheap” investing mantra, he distinguished his style from that of Benjamin Graham and David Dodd, the fathers of value investing.
April 18 -
Data reported by the Investment Company Institute.
April 6 -
The firm seeks to diversify investment risk for clients by combining six internally managed liquid alternative strategies. Plus; other launches.
March 20 -
Data reported by the Investment Company Institute.
March 9 -
Research traditionally funded by asset managers through soft-dollar trading commissions now requires added transparency.
March 9
William O’Neil + Co. -
Trump’s call for tariffs on steel and aluminum imports, and subsequent worries of a trade war, have recently taken a toll on emerging markets investments.
March 7 -
Commodities, which boomed before the crash, weighed heavily on returns the past 10 years.
February 28 -
Managers sold $24.6 billion of the loans in the region last year, the most since the financial crisis.
February 26 -
Data reported by the Investment Company Institute.
February 12 -
The top 20 funds are from just three asset managers: Fidelity, Vanguard and American Funds.
February 7 -
The last time the industry’s largest ETF experienced redemptions close to this pace was before the financial crisis.
February 7 -
The major indexes are now down for the year.
February 5 -
Winners were from Fidelity, Causeway, T. Rowe Price and Prudential.
January 24 -
Following the cryptocurrency's recent decline, a new fund will accept virtual coinage for investment in private companies.
January 18 -
In an industry that’s all relative, sometimes a 14% return puts you near the bottom of the pile.
January 17 -
Many U.S. stock funds posted double-digit percentage gains, but international equities fared even better. Which were the biggest winners?
January 10 -
Short interest on the largest ETF tracking the S&P 500 is the lowest level on record.
January 9 -
Despite returns of about 8% last year, the products lagged behind the S&P 500’s 22% climb.
January 5


















