Investment funds

“Expense ratios matter to most people, particularly when you're looking at these mostly passive funds,” an expert says.

“Everyone is looking ahead to the elections and what tax policy could look like in various administrations," says Ben Huneke, head of investment solutions in the firm's wealth management division.

Despite some impressive short-term gains, more than half underperformed their peers over the decade.

The decisions entrench a prolonged decline for prime funds, and could hurt a market that thousands of companies rely on for funding.

Funds that buy debt backing sustainability matters grew 12% from the end of 2019 globally, reaching a record $209.5 billion of assets, data show.

Waiting until year end to factor in portfolio volatility is risky business.

After an SEC lawsuit, Dan Kamensky now faces criminal charges including securities fraud, extortion and obstruction of justice.

Ray Dalio’s $138 billion asset manager has tweaked its version of the strategy as yields hit historic lows, a person familiar with the matter says.

Some of the biggest laggards have managed short-term gains of more than 40%.

Among some 500 large-cap U.S. mutual funds, those with at least one-third of manager positions held by women have beaten those with none, data show.

“The reality is they were always supported by a large team,” according to CEO Jenny Johnson.

Advisors, nervous about the exposure, say they are struggling to get clients to switch things up.

Lower transaction costs can often come with higher expense ratios at the nation’s largest IBD.

More than half of these funds have fees higher than 75 basis points.

The saga lays bare the rough-and-tumble ways of distressed investing, where investors look to pull every lever in their favor.

The ready-made strategies have been around for years, but in an era of fee wars and ETFs its popularity is exploding.

Market recovery has made the risk of missing out more pronounced this year, forcing many funds to position themselves towards historically bullish levels.

Clients opened almost 1.2 million retail accounts, boosting flows to mutual funds and ETFs, the firm reports.

The regulator charged a $1.4 billion hybrid firm over disclosure of its cash sweep arrangements with its clearing firm.

The seven-year-old firm revealed daily average revenue trades of 4.31 million for the month, greater than any of its publicly traded rivals.