Mutual funds

More than 100 equity and fixed-income funds will be integrated directly into the firm’s advisor platform.

Nick Maroutsos’ vision for JUCTX, which lost over half of its assets when the ex-bond king pulled out, is far different from the unconstrained strategy.

The average expense ratio among the top-performers is 40 basis points higher than the average.

A flashback to reactions from policymakers and financial titans in 2006 and 2007 highlights recent skepticism that inversions signal recession.

Name changes are coming to 94 of the firm’s long-term mutual funds.

Data reported by the Investment Company Institute.

“Just like equities, last year was a volatile year and the fourth quarter of 2018 did a number on the returns of risk assets,” an expert says.

In the last five years, the universe of sustainable funds has increased almost 70% to $760 billion in European and U.S. mutual funds and ETFs.