Mutual funds

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.

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.

Advisers face fewer choices for clients as both the rule and SEC enforcement roil the market.

Jim McNamara, head of a business that sells the firm’s mutual funds and ETFs to third parties, will depart after two decades.

Volatility has opened the door to a deeper examination of the sector in some of the most widely held funds. Plus; other industry highlights.

Charity Charge, Growfund partner to offer workplaces donor-advised funds, cashback credit cards.

Actively managed funds saw the majority of the largest outflows this year as investors flocked to less expensive passive alternatives.

Several new funds from the manager are aimed at providing approaches that have seen years of institutional success.

Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.

Prudential’s asset management unit is taking a different approach as firms like Vanguard are forcing industrywide retrenchment.