Investment returns

Gold tends to hold its value in the long-term, but it's volatile — almost as much as stocks — so clients may need decades to ride out its ups and downs,

Data reported by the Investment Company Institute.

Data reported by the Investment Company Institute.

Actively managed funds saw the majority of the largest outflows this year as investors flocked to less expensive passive alternatives.

Money’s not leaving the markets, but rather moving in an “old fashioned” rotation that favors value stocks and small-caps at the expense of tech.

Jack Bogle's advice flies in the face of the market’s recent conventional wisdom.

QIM’s Tactical Aggressive Fund ended May up 13%, adding on to a 9.2% gain in April.

Passive investments garnered most of the investor cash so far in 2017, but beyond that it was a wide net: S&P 500, small cap, emerging markets, fixed income — anything that could be structured as an ETF.

After yanking $719.9 million from a technology fund in May, investors poured $1.78 billion in one day to another fund in the sector.

The exploding popularity of quants has created a gold rush for fund developers.