Mutual funds

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.

June 19: ETFs, industry experts say, are being boosted by adoption of new technology, product innovation and regulatory changes.

Data reported by the Investment Company Institute.