Investment funds

Conversions are gaining popularity as billions of dollars exit mutual funds each year.

The largest groups of mutual funds and ETFs saw their assets swell to trillions under management as prices rose in the post-lockdown stock boom of 2020.

None of the leading 20 funds with a 50% to 70% equity allocation beat the gains of broader stock indexes over the past 10 years.

With no standard definition of what constitutes a socially responsible investment, the SEC is looking to police funds and protect investors.

It wasn't even close.

It'a the latest move of a U.S. asset managers expanding into the businesses of private equity and credit.

Investors are embracing exchange-traded funds in favor of mutual funds

Married men over age 45 and single men who think they’re good investors are more apt to freak out during a market downturn.

With $2.6 trillion in total assets, the firm is by far the biggest name yet that’s seeking to make such a move.

Many indexes rebalance quarterly or twice a year, so they’re slow to reflect stocks whose wild swings no longer reflect an investor’s goals.