Investment products

In grading investment performance, it turns out that consistency is even more important than asset allocation.

BlackRock has spent three years crafting a new type of actively-managed exchange-traded fund that's stoked optimism in the U.S. for expansion of the $1.8 trillion industry. The world's biggest money manager is confident the product will work, except the market will be a dud.

Once obscure, business development corporations, small business investment funds, are attracting attention.

BlackRock's Laurence D. Fink, who oversees the world's biggest exchange-traded fund lineup, said leveraged ETFs are a structural problem and have the potential to "blow up" the industry.

What’s Really Behind the Proprietary Criteria for Indexes?

Tax costs are too high, and clients need to take advantage of losses when they are available.

Tax costs are too high, and clients need to take advantage of losses when they are available.

Good advisors must resist the temptation to chase performance.

Contrarian investors believe it's better to buy low, but just because a fund has been down doesn't mean that a rise is inevitable.

Contrarian investors believe it's better to buy low, but just because a fund has been down doesn't mean that a rise is inevitable.

High-quality bond funds are much less risky than some investors believe and are not susceptible to bubbles.

High-quality bond funds are much less risky than some investors believe and are not susceptible to bubbles.

In the long term -- and in the extremely long term -- funds with the lowest market caps have the highest ranking.

In the long term -- and in the extremely long term -- funds with the lowest market caps have the highest ranking.

With low valuations and improving investor sentiment, emerging markets equities may rebound from their recent correction.

With low valuations and improving investor sentiment, emerging markets equities may rebound from their recent correction.

As stocks bounce between bull and bear markets, risk reduction is increasingly vital.

As stocks bounce between bull and bear markets, risk reduction is increasingly vital.

At Delaware Dividend Income Fund, lead manager Bob Zenouzi invests with an eye toward valuation and dividend increases.

As interest rates rise, new funds offer new ways of managing fixed income portfolios.