Mutual funds

Expense ratios were more than twice the industry average.

The products have benefited from the past decade of “economic expansion and bull market for risk assets,” one expert says.

More than 100 equity and fixed-income funds will be integrated directly into the firm’s advisor platform.

Nick Maroutsos’ vision for JUCTX, which lost over half of its assets when the ex-bond king pulled out, is far different from the unconstrained strategy.

The average expense ratio among the top-performers is 40 basis points higher than the average.

A flashback to reactions from policymakers and financial titans in 2006 and 2007 highlights recent skepticism that inversions signal recession.

Name changes are coming to 94 of the firm’s long-term mutual funds.

Data reported by the Investment Company Institute.

“Just like equities, last year was a volatile year and the fourth quarter of 2018 did a number on the returns of risk assets,” an expert says.

In the last five years, the universe of sustainable funds has increased almost 70% to $760 billion in European and U.S. mutual funds and ETFs.

The regulator is going back to some of the firms that voluntarily settled, requesting information on revenue sharing.

The drop in wealth was equivalent to the GDP of Italy.

Despite the weakest one-year performance, these funds had double-digit annualized returns the past three years.