Investment funds

Various measures of what constitutes cash can produce different analyses. This list uses net cash positions at the largest funds.

The acquisition is expected to provide access to a wide range of smart beta products.

Reps recommended complex investments without restrictions, the regulator said.

Data reported by the Investment Company Institute.

Bond funds go mano a mano in the last installment of this 3-part series on maximizing total-market index funds.

Oct. 9: High distribution cost is just one obstacle managers face when delivering on innovation, says Flat Rock CEO Robert Grunewald.

Frequent buying and selling increases expenses and taxes — are these solid three-year returns worth it?

The new platform offers the convenience of a brokerage account without incurring any of the fees that go with it, the companies say.

Data reported by the Investment Company Institute.

Most of the firm’s reticence has come down to a marketing debate.

These investments offered better returns than the broader fixed-income world in recent years, but the risk/reward equation leans heavier on risk.

A look at an 18-year period shows which is the better approach.

The Ariel Investments president is an advocate for the increasing the number of women and minorities in boardrooms.

Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches.

Asset managers are still guessing how clean shares will fare under the new regulation.

While the SEC does its due diligence into the new European rules, some of the world’s largest money managers have started to make independent decisions.

The holdings in each of the three new offerings are rated A to BBB.

Data reported by the Investment Company Institute.

Sept. 25: Changes the DoL regulation has inspired — particularly in the mutual fund industry — are moving ahead, albeit slowly.

Managers in the space have been raising cash at their fastest pace since 2013.