Investment strategies

Investors with an advisor were more than twice as likely to say that they are very confident that they have the best investment strategy, a survey found.

The fund has returned about 42% since its April 7 launch compared to an 8.9% gain for its benchmark over the same period.

The top 20 carried an average expense ratio of more than three times the broader industry.

The new fund, expected to begin trading next quarter, will carry an expense ratio of less than half the new actively managed offering.

The firm is the latest in a line of big money managers making a late entry into the $5.6 trillion ETF market.

With an average gain of more than 108%, the lineup includes actively managed leaders with fees well above 100 basis points.

While broadening stock-market gains may one day provide more fertile ground for picking equities, right now fundamental managers are struggling.

Far from commoditized, digital advisors' performance varies widely, according to new research.

The $527 billion manager released two actively-managed products, one focused on U.S. equities and the other on international stocks.

The average expense ratio for this group was more than 100 basis points.

A 50% allocation to equities for someone in their 60s still leaves someone with a lot of risk right before retirement, writes Jared Dillian.

This election cycle has had more than a few bad surprises, but my advice to clients remains the same.

Complicating socially conscious investing is the fact the SEC doesn’t regulate how the category’s labeling is applied.

The firm expects to receive bids this month, according to a person familiar with the matter.

“These are tracking the industries that are supporting the economy and will continue in the post-pandemic world,” an expert says.

It’s a dilemma that could reshape the classic investing strategy as the Fed holds rates near zero for the foreseeable future.

Among the decade’s worst performers — those with more than $1 billion in assets under management — were a handful of products with stellar short-term returns.

Donald Trump has all but promised to dispute the election outcome if he loses. Wall Street’s taking him at his word.

In the first half of the year, fewer than a third of U.S. domestic equity fund managers delivered annualized returns that outpaced the S&P Composite 1500.

“Investors are going into lower, more passive mutual funds because they don't want to pay the fees,” an expert says.