Investment funds

Outperformance has been driven in part by a push among investors to cut their tax bills after new limits were set on state and local deductions.

Evidence-based portfolios have been a bust over the last decade, and they may become a tough sell for the average investor.

The products invest in private equity, hedge funds and real estate for the bank’s wealth management arm.

Home to more than $249 billion, these funds have expense ratios more than 20 basis points higher than the industry average.

New regulated products from the company will cover the full crypto spectrum, its CEO says.

The RIA divisions of Raymond James and RBC are also among the companies that self-reported.

The new product is expected to be the lowest-cost in the category.

The renamed Janus Henderson Absolute Return Income Opportunities Fund reflects a “team entity, not a single manager,” new lead manager Nick Maroutsos says.

The average expense ratio among the poorest performers was 11 basis points lower than the category’s leaders.

The Labor Department is investigating the firm’s fee disclosures, which are also a focus of a lawsuit filed by an investor in T-Mobile USA's 401(k) plan.

The development is part of an intensifying price war and focuses more attention on the specter of zero-fee funds.

Data reported by the Investment Company Institute.

Industry veterans and newcomers provide insight on the year’s leading challenges in regulations, technology and operations.

The onetime king of the bond market doesn’t blame his personal ordeals for poor investment decisions; in fact, he says, they probably made him better.

The transparency of a fee charged to other fund firms for use of the platform is allegedly questioned.

Beacon Capital is shifting to the manager’s sector products after volatility late last year prompted it to sell stock funds and hole-up in debt.

The IBD is one of three dozen firms the regulator has accused of failing to provide sales-charge waivers to eligible retirement plans and charities since 2015.

A portfolio that minimizes the frequency and magnitude of losses, while maintaining an equity-like overall return, may be worth emulating.

The firm’s acting head has cut jobs and merged teams to reign in withdrawals that began after manager Tim Haywood’s suspension, who was dismissed Thursday.

The race to zero may be reaching its natural limits.