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Mutual funds
Top mutual funds that beat their benchmarks
You pick a fund for your client and it returns 20%. You're a genius – until you realize the benchmark returned 23%. Here are the top overachievers.
SEC warns of potential for industry fragility and interconnectedness: News Scan
Assets in products susceptible to the risk of fire sales during a future shock are up 673% since 2000.
BNY Mellon’s Pershing launches new ETF platform: Fund Scan
The new tool is aimed at lowering costs for investors.
Scorecard: Mutual fund flows for the week ending June 14
Data reported by the Investment Company Institute.
Magazine
Fund alphabet to lose letters in fiduciary future
June 26: The menu of choices among mutual fund share classes is shrinking.
Highest returns among funds with lowest standard deviations
For clients who crave consistency and aren’t trying to blow the doors off, these funds are worth a look.
A data point that could derail the growth vs. value debate
A long-running argument might yield a different conclusion depending on whether you are using S&P, Morningstar or Russell to provide your benchmark.
Magazine
Where do ETFs lead the industry to next?
June 19: ETFs, industry experts say, are being boosted by adoption of new technology, product innovation and regulatory changes.
Scorecard: Mutual fund flows for the week ending June 7
Data reported by the Investment Company Institute.
Mutual fund alphabet to lose letters in the fiduciary future
Advisers face fewer choices for clients as both the rule and SEC enforcement roil the market.
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