Investment funds

Aug. 14: After following the industrywide digital-first movement in its acquisition of MyVest, TIAA is now examining how it serves its clients.

New bond ETFs from the firm use alternative weightings to chase "superior risk adjusted and total returns” compared with market-cap weighted products.

The regulation encourages more transparency around fees for products that weren’t previously required to reveal such information.

This sector had a bad name for years after the crisis. Is it time to include it in portfolios?

New retirees are often anxious about spending to much, depriving themselves of some comforts of life for fear of outliving their nest egg.

To add insult to injury, these losers charge high fees – 12 of the 20 have expense ratios over 1%.

Can a single mega total-market index fund outperform an equally weighted basket of large-cap, mid-cap and small-cap funds? The answer may surprise you.

The offerings outperformed their developed-nation counterparts this year on the back of faster growth and narrower current-account deficits.

Last year alone 226 Vanguard funds and ETFs reported expense ratio declines.

Expected new chief for financial products is fueling speculation for more innovative funds.

The firm said they now have lower net expenses than comparable offerings at Vanguard.

Data reported by the Investment Company Institute.

The negotiations come as asset managers seek to increase the amount of money they oversee amid growing pressure to slash fees.

Mounting concern over the potential impact of rising interest rates has many investors seeking lower-cost options.

There wasn’t a lot of diversification among the top funds as technology has dominated the market gains in recent years.

Investors in his $1.4 billion closed-end offering saw huge gains as a result of stellar performance from his $88.9 billion Income Fund.

Many firms are finding new ways to incorporate computer models and data science into their research.

The smart-beta offerings each have an international focus.

Advisers have turned into the new active investment managers.

The firm has been building its passive business as investors dump active products.