Mutual funds

The firm’s growth last quarter was the biggest since the 2014 departure of its co-founder Bill Gross.

Investment head Tim Buckley will succeed Bill McNabb, who led efforts that more than tripled the firm’s assets since taking over as CEO in 2008.

The firm is adjusting to more investors opting for low-cost funds over active management.

The new job will focus on middle-office services like hedge funds, software solutions and the firm’s message and connectivity engine.

East Capital’s founder says investors struggling to demonstrate value in the face of competition from ETFs should take a lesson from investing in Russia.

Data reported by the Investment Company Institute.

July 10: U.S. Trust’s Scott Reeves has faced skepticism about his firm’s strategy. He welcomes the chance to challenge any misconceptions.

Active management gets a black eye when funds can’t keep pace with indexes, especially when the shortfalls aren’t short-term.

Taxable-bond mutual funds added more than $17 billion in June, while domestic equity funds lost about $15 billion.

The positive net flows of U.S. mutual funds was driven by taxable bonds.

Taking a 20-year outlook is the best way to make gains, says Lipper number cruncher Tom Roseen.

Even though they have posted positive returns, debt and equities markets have been moving in opposite directions for the better part of two decades.

Despite the trend away from actively managed mutual funds, the firm is bolstering advertising efforts and adding new products to lure clients.

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.

Assets in products susceptible to the risk of fire sales during a future shock are up 673% since 2000.

The new tool is aimed at lowering costs for investors.

Data reported by the Investment Company Institute.

June 26: The menu of choices among mutual fund share classes is shrinking.

For clients who crave consistency and aren’t trying to blow the doors off, these funds are worth a look.

A long-running argument might yield a different conclusion depending on whether you are using S&P, Morningstar or Russell to provide your benchmark.