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“Investors are going into lower, more passive mutual funds because they don't want to pay the fees,” an expert says.September 22
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“A typical Gen Z-er may not be as interested in owning a mutual fund," says Contrafund's Will Danoff.September 17
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“Expense ratios matter to most people, particularly when you're looking at these mostly passive funds,” an expert says.September 15
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Despite some impressive short-term gains, more than half underperformed their peers over the decade.September 9
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Waiting until year end to factor in portfolio volatility is risky business.September 4
Senior Regional DirectorRussell Investments
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Some of the biggest laggards have managed short-term gains of more than 40%.September 1
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Among some 500 large-cap U.S. mutual funds, those with at least one-third of manager positions held by women have beaten those with none, data show.August 31
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Lower transaction costs can often come with higher expense ratios at the nation’s largest IBD.August 26
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More than half of these funds have fees higher than 75 basis points.August 25
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The ready-made strategies have been around for years, but in an era of fee wars and ETFs its popularity is exploding.August 21
