Investment funds

Taking a 20-year outlook is the best way to make gains, says Lipper number cruncher Tom Roseen.

Even though they have posted positive returns, debt and equities markets have been moving in opposite directions for the better part of two decades.

Despite the trend away from actively managed mutual funds, the firm is bolstering advertising efforts and adding new products to lure clients.

The former Carmignac Gestion executive, who previously traded for Steve Cohen, says the tool will help run money for clients of his own firm, Q2Q Capital.

You pick a fund for your client and it returns 20%. You're a genius – until you realize the benchmark returned 23%. Here are the top overachievers.

Whenever any investing style becomes too popular, future returns are likely to lag.

Assets in products susceptible to the risk of fire sales during a future shock are up 673% since 2000.

The new tool is aimed at lowering costs for investors.

Data reported by the Investment Company Institute.

June 26: The menu of choices among mutual fund share classes is shrinking.

For clients who crave consistency and aren’t trying to blow the doors off, these funds are worth a look.

A long-running argument might yield a different conclusion depending on whether you are using S&P, Morningstar or Russell to provide your benchmark.

June 19: ETFs, industry experts say, are being boosted by adoption of new technology, product innovation and regulatory changes.

Data reported by the Investment Company Institute.

Advisers face fewer choices for clients as both the rule and SEC enforcement roil the market.

Jim McNamara, head of a business that sells the firm’s mutual funds and ETFs to third parties, will depart after two decades.

Experts say conditions are right for allocations to return to their peak in 2013, potentially unleashing $350 billion of new money.

A new report indicates that projected medical expenses of a 45-year old couple, after they retire, will be 122% of their total Social Security benefits.

Volatility has opened the door to a deeper examination of the sector in some of the most widely held funds. Plus; other industry highlights.

Three index funds may be all clients need. But that's rarely what they end up with.