Mutual funds

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.

The regulator is going back to some of the firms that voluntarily settled, requesting information on revenue sharing.

The drop in wealth was equivalent to the GDP of Italy.

Despite the weakest one-year performance, these funds had double-digit annualized returns the past three years.

Outperformance has been driven in part by a push among investors to cut their tax bills after new limits were set on state and local deductions.

Evidence-based portfolios have been a bust over the last decade, and they may become a tough sell for the average investor.