Investment funds

Playing both sides of the coin may be one of the few ways to avoid getting caught by this year’s schizophrenic market.

Cost of living is a key consideration, but a retiree’s goals and objectives are also important.

To experience higher potential gains, clients need to be willing to tolerate losses at least occasionally. Striking the right balance between risk and reward is the tricky part.

There was some aggressive call options buying as sentiment pushed the country’s equities lower.

The liquidations are part of an ongoing process to ensure its products meet their clients' evolving needs, the firm says.

As some investors flee emerging markets, others see deals. Here’s what advisors should know.

Funds with disproportionate exposure to FANG stocks are up big in 2018.

These expense ratios were closer to the average fund fee in 1996.

Gambling is fun, but it’s not a sustainable long-term strategy.

The actively managed offering aims to invest in corporate and non-corporate obligations, excluding government-guaranteed issues.

Fee wars are great for clients, but don’t judge a fund solely on its expense ratio.

Data reported by the Investment Company Institute.

Asset managers are under pressure to maximize distribution efforts amid tightening regulations and tech innovations.

The legendary manager’s Unconstrained Bond Fund ended July down almost $1 billion from its February peak.

UBS wades into relative-value strategies with short-term structured notes

The IBD network disclosed the renewal of its clearing agreement, along with three firms’ intention to self-report possible mutual fund violations to the SEC.

Many sectors have rallied the past decade, but tech and health care outperformed.

The shift in strategy comes as central banks move away from policies that have buttressed markets since the financial crisis.

To get back into investors’ good graces, funds have had to alter traits like their liquidity, fees and even their overall structure.