Investment funds

In an industry that’s all relative, sometimes a 14% return puts you near the bottom of the pile.

The fund's preference for cheap companies hurt returns last year but its quantitative strategy and “rock bottom” fees are reasons to consider owning the fund, according to the research firm.

Advisors at Fidelity, Schwab and other large discount brokerage firms make more money if they steer clients toward more expensive products.

The new tax law is expected to drive more money into investment products and push stock and bond prices even higher, says CEO Laurence Fink.

Data reported by FUSE Research.

Portfolio managers from T. Rowe Price, Fidelity and Pimco are among those nominated for the awards.

The funds are designed to help investors dial up or down their exposure to speculative-grade debt.

Many U.S. stock funds posted double-digit percentage gains, but international equities fared even better. Which were the biggest winners?

Short interest on the largest ETF tracking the S&P 500 is the lowest level on record.

Despite returns of about 8% last year, the products lagged behind the S&P 500’s 22% climb.

The first pure-play pot ETF in the U.S. expanded 13-fold in five trading days.

Tim Buckley has to navigate the perils of passive-investing dominance.

The funds with the biggest AUM declines didn’t badly underperform, but investors often found cheaper alternatives.

For the first time, fund managers must disclose a breakdown of their fees to banks, insurers and other distributors.

It paid in 2017 to be a penny-pinching retiree because target-date funds dominate the cross-section of profitable and cheap.

Advisors should not overlook client savings accounts as idle funds.

Bets on a bullion rally decline as interest shifts to cryptocurrencies.

Dec. 18: The proposed active offerings are set to debut in February.

The fund provides exposure to companies associated with cannabis, alcohol and tobacco.

Data reported by the Investment Company Institute.