Mutual funds

Dimensional Fund Advisors' latest research adds to existing literature highlighting sometimes-overlooked downsides with the ongoing rush to low-cost ETFs and other products.

Out of more than 2,000 moves reducing prices over nearly 50 years, the company says this round represents the largest in its history.

Edward Jones stood accused of not properly supervising advisors who were charging clients commissions for mutual funds and then moving the fund shares over to fee-generating accounts.

FINRA charges restitution but forgoes punitive fines for the three firms after crediting them for cooperating in its investigation.

Target-date fund holders who invested through taxable accounts absorbed a giant capital gains distribution because of the firm's flub, the plaintiffs say.

Regulators accused the firm of misleading customers about fees and of not being upfront about conflicts of interest with its recommendations of mutual funds, private equity and other investments.

Cadaret Grant agreed to fines to clear up allegations that it had failed to disclose conflicts with costly mutual funds and sweeps accounts.

The products carry more risk and subtleties than the underlying notion of a simple 'glide path' to retirement.

As investors try to lock in high yields, actively managed bond funds are making an unexpected comeback.

A reader in New Jersey feels like she's drowning in financial apps and websites. Is it time for some spring cleaning?

One of the largest independent wealth management firms faces a big potential SEC judgment in a case that sheds light on industry revenue-sharing practices.

The success of tech stocks in 2023 was largely driven by seven "magnificent" companies. Will 2024 be different?

Tech stocks dominated last year's top-performing funds, but bitcoin made an appearance as well.

The real estate sector has been rocky in recent years. But for those investors willing to ride out the ups and downs, these 20 funds have paid off.

Shorts and inverse funds dominate Morningstar's bottom 10, taking the successes of the past decade and putting them in reverse.

Funds devoted to modern technology, especially semiconductors, yielded by far the highest returns from fall 2013 to fall 2023.

The unprecedented run of bull markets that buoyed fund managers' investments and masked life-threatening vulnerabilities may be a thing of the past.

The firm stood accused of not having policies to ensure clients' money was invested in keeping with environmental, social and governance goals.

The closings underscore shifting fortunes for sustainable investing as returns disappoint investors and anti-ESG rhetoric persists

Mutual funds will have to take extra care when using terms like ESG, value and growth.