Mutual funds

Data reported by the Investment Company Institute.

If approved, the actively managed product will hold anywhere from 60 to 100 equities across sectors and will have no position holding over 5%.

The firm didn't disclose its conflicts of interest in receiving over $100 million in revenue sharing from mutual funds over nearly five years, the SEC says.

Some of the same features that led to their unpopularity may also be what uncorrelated them from their peers, an expert says.

On the surface, ETFs seem like a natural fit for ESG investors, but there’s an key difference between the two.

Fixed-income products designed to minimize interest rate risk are among the leaders.

Just five asset managers hold about 80% of the new money added to the municipal-bond market this year.

The correlation between fees and performance is not “apples-to-apples when taking the funds’ underlying exposures into account,” an expert says.

Expense ratios associated with the new products range from 0.05% to 0.07%.

The transition is expected to take place within the next 12 to 18 months, however the firm says it will still manage the products’ underlying investments.

The average expense ratio among the leading 20 is nearly 40 basis points cheaper than what investors paid on average last year.

Clients won't be taxed as the result of a deal if they hold the shares in ETFs or index mutual funds.

The custodial bank says it has reimbursed the affected clients with interest.

Though the fees are controversial, there may not be an easy way for the industry to abandon them.

Opening the door to retail money comes with risks, including the danger of exposing financial neophytes with relatively limited savings to complex investments.

The firm says it will focus the new funds on tech, demographics, urbanization, climate change and emerging global wealth.

Revisiting his predictions from 2017, he doubles down on the importance of firms adapting to embrace industry trends — and offers some new forecasts.

Advisors will find the lowest, near-zero fund. Do they read the fine print?

Bonds were sold to build a development with a water park and Venice-style bridges. Now a Florida community is going bankrupt.

The firm expects shareholders will save an estimated $3.2 million, annually.