Mutual funds

The IBD is one of three dozen firms the regulator has accused of failing to provide sales-charge waivers to eligible retirement plans and charities since 2015.

A portfolio that minimizes the frequency and magnitude of losses, while maintaining an equity-like overall return, may be worth emulating.

The race to zero may be reaching its natural limits.

The Fed’s pause on interest rate hikes has been a “net positive” for the category, an expert says.

As the demand for more specialized products increases, the largest ETF providers are continuing their race to the bottom.

Multiple rate hikes by the Fed last year contributed to less-than-stellar results.

Data reported by the Investment Company Institute.

Trade tension and a record-long government shutdown have left many in the “more defensive parts of the market,” one TD Ameritrade strategist says.

All 20 funds posted losses over the last year.

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Nearly all of the outflows came from mutual funds and ETFs that posted losses.

A growing body of research is looking into whether the expanding influence of passively managed funds is making companies less willing to compete.

The funds include a wide range of offerings from emerging markets to precious metals, multi-strategy and REITs.

The Janus Henderson Global Unconstrained Bond Fund has experienced 10 consecutive months of redemptions, underperforming 80% of peers.

Data reported by the Investment Company Institute.

The top 20 are now home to nearly $1.2 trillion in combined assets.

“Recent small reductions in headcount reflect the need to balance our workforce growth with the current needs of our business," the company says.

The firm says clients can achieve similar risk-return exposures and long-term returns with a well-diversified portfolio.

Beyond U.S. equities, the power balance tilted broadly to index funds in 2018.

Clients intending to set up a bank account or mutual fund for their child must consider various provisions.