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The average expense ratio among the poorest performers was 11 basis points lower than the category’s leaders.
March 5 -
The Labor Department is investigating the firm’s fee disclosures, which are also a focus of a lawsuit filed by an investor in T-Mobile USA's 401(k) plan.
March 5 -
Data reported by the Investment Company Institute.
March 1 -
Industry veterans and newcomers provide insight on the year’s leading challenges in regulations, technology and operations.
March 1 -
The transparency of a fee charged to other fund firms for use of the platform is allegedly questioned.
February 27 -
The IBD is one of three dozen firms the regulator has accused of failing to provide sales-charge waivers to eligible retirement plans and charities since 2015.
February 21 -
A portfolio that minimizes the frequency and magnitude of losses, while maintaining an equity-like overall return, may be worth emulating.
February 21 -
The race to zero may be reaching its natural limits.
February 21 -
The Fed’s pause on interest rate hikes has been a “net positive” for the category, an expert says.
February 20 -
As the demand for more specialized products increases, the largest ETF providers are continuing their race to the bottom.
February 11 -
Multiple rate hikes by the Fed last year contributed to less-than-stellar results.
February 6 -
Data reported by the Investment Company Institute.
February 6 -
Trade tension and a record-long government shutdown have left many in the “more defensive parts of the market,” one TD Ameritrade strategist says.
February 5 -
All 20 funds posted losses over the last year.
January 23 -
Vanguard's founder had bold ideas that reshaped investing. He changed my life — twice.
January 16
Wealth Logic -
Nearly all of the outflows came from mutual funds and ETFs that posted losses.
January 15 -
A growing body of research is looking into whether the expanding influence of passively managed funds is making companies less willing to compete.
January 15 -
The funds include a wide range of offerings from emerging markets to precious metals, multi-strategy and REITs.
January 14 -
The Janus Henderson Global Unconstrained Bond Fund has experienced 10 consecutive months of redemptions, underperforming 80% of peers.
January 14 -
Data reported by the Investment Company Institute.
January 10

















