Mutual funds

Equities have rallied more than 20% from March lows, but remain well below 2020 highs.

Analysis of their performance — and fees — may reveal some surprises.

The holdings in these top-performers “are companies that will be replaced, from a performance standpoint, over the next decade,” an expert says.

Risk assets have benefited from stimulus programs enacted to shore up the economy as the fallout from the coronavirus continues to wreak havoc.

“People are just saying, ‘Why should I pay for an active manager when most of them lose to the benchmark anyway?’ This is a big deal,” an expert says.

“I do believe that clients sometimes get too caught up in expense ratios,” an expert says.

“This market environment is a very good one for investors to do a self-awareness check,” an expert says.

The regulator is seeking feedback on whether the current requirements that restrict the use of potentially misleading fund names are effective.

Proponents have long touted the new structure as a way for the industry to compete with mutual funds.

The funds are also some of the lowest-duration products in the market.

Nearly all of your efforts should revolve around your website, showing who you are and why your firm is different, says marketing expert Dan Sondhelm.

The relief allows funds to obtain cash infusions through collateralized loans until the end of June.

Five of the top seven performers this year carry AA ratings.

Funds with higher risk profiles — high-yield and emerging markets — are now paying the price.

With more than $80 billion in combined assets under management, the winners have started out the year with a loss.

Few clients think to look at the impact of capital gains on their mutual funds.

Fund managers may be better equipped to weather the market storm than their passive peers because of their ability to quickly cut risk.

Mutual funds and ETFs are often created with lopsided or unequal allocations toward certain sectors of the economy, experts warn.