Mutual funds

This group racked up strong returns over a 24-year span of above-median inflation.

While some funds show low valuations, S&P and Dow both stand at post-crisis highs.

TPW Investment Management aims to provide alpha-generating ETF-based investment solutions.

Morningstar’s annual study reveals how investors are catching up to funds by making better-timed trades.

Clients have the luxury of focusing on returns, but advisors need to add “risk adjusted” to their vocabulary.

Almost all young investors polled by Schwab expect the funds to be their primary investment vehicle in the future.

Industry leaders discuss advancements in technology, the increasing focus on ESG and developments in ETFs.

Data reported by the Investment Company Institute.

Even profitable bond managers will have to up their game to remain relevant because in many cases investors have better options.

While passive funds track an index, active managers can still beat the averages and earn the much-discussed small-cap premium.