Investment funds

USAA Capital held over $513 million in market value of the Wall Street giant’s large-cap, emerging market and international ActiveBeta funds.

As prospects for the best interest contract exemption fade, the Labor Department is pursuing a "streamlined" exemption for conflict-free mutual fund shares.

A cornerstone of what drives American capitalism, the number of IPOs has plunged even as the stock market, and tech stocks in particular, have been hitting new highs.

These funds have the smallest beta scores, either positive or negative, indicating the least variability from market returns.

The real concern is not just that actively managed funds could disappear but that the entire market could be left for dead.

Directors suggested firm head John Rogers make reductions at his $11.8 billion mutual fund that either meet or undercut the industry average.

Certain laws may require them to maintain the coverage with their former spouse.

Jeffrey Sherman’s bond fund returned 14% on average over the last three years, besting 99% of all large-cap value funds tracked by Bloomberg.

Payouts from advisory firms have reached nearly $80 million as the regulator targets excess fees.

It would be the first fund of its kind from the asset management giant. Plus; other launches.

While these funds often combine various asset classes, the firm’s offering will stay close to home — buying its own bond products.

No performance chasers here; these investors buy on the downside.

As fee cuts have become key to winning flows, managers turn to cheaper indexers, while some build in-house benchmarking teams.

Can three foreign market index funds outperform a single total non-U.S. market index fund?

Opened in the Roaring Twenties, the Massachusetts Investors Trust has weathered 16 recessions, roughly 20 bear markets and worse.

JPMorgan projects net corporate issuance of emerging market debt at just $22 billion for the rest of the year.

Investors may be shifting to cheaper options, or simply taking profits while markets are high.

Software from Liquidnet is designed to avoid curbs on dark pools in Europe.

Large-cap equities were the only group of offerings that outperformed their respective benchmark.

Data reported by the Investment Company Institute.