Mutual funds

Market performance under different U.S. presidents highlights the importance of heeding this key economic measure.

Recent jittery markets give advisors a terrific chance to judge liquid alt funds. Better yet, a close look can help you better position the portfolios of clients worried about global markets.

Long-time Canadian asset managers including IGM Financial’s Mackenzie Investments, AGF Management and CI Financial announced plans to offer ETFs in the past month.

Franklin Resources, which has more than $800 billion under management, hired Patrick O’Connor from BlackRock to head global ETFs.

Robos don't have to be based on ETFs, says Naureen Hassan, head of Schwab's Intelligent Portfolios. "It can be mutual funds, individual securities -- whatever we want it to be, because it is a technology platform."

Settling charges that it had used false performance claims regarding an ETF-linked strategy, Virtus Investment Advisers agreed to pay the SEC $16.5 million in penalties.

Harvard University and other top schools increased stakes in the third quarter in a Vanguard emerging market ETF that lost 19% amid a rout in developing-nation assets.

Vanguard, the world’s largest mutual fund company, said two long-time managers of the firm’s funds, Lucius T. Hill and Karl E. Bandtel, will retire next June.

Here are the best-performing mutual funds over the past three years with the lowest expense ratios.

Professional equity managers -- of mutual funds, pension funds or hedge funds -- use a number of methods to try to beat their benchmark index.