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These expense ratios were closer to the average fund fee in 1996.
August 15 -
Gambling is fun, but it’s not a sustainable long-term strategy.
August 15 -
Fee wars are great for clients, but don’t judge a fund solely on its expense ratio.
August 14
Wealth Logic -
Data reported by the Investment Company Institute.
August 10 -
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The IBD network disclosed the renewal of its clearing agreement, along with three firms’ intention to self-report possible mutual fund violations to the SEC.
August 8 -
Many sectors have rallied the past decade, but tech and health care outperformed.
August 8 -
The difference between 0.03% and zero will prove to be bigger than three basis points.
August 3 -
The biggest losers so far? High yield bond and large value products.
August 1 -
The firm says it's likely to benefit from the strategy by luring new clients and earning fees on securities lending.
August 1 -
The firm remains in transformational flux, but the results of its "Project E" evolution are beginning to show.
August 1 -
A large portion of the company’s 100 million-plus Prime subscribers fit the same profile as mutual fund buyers, Sanford C. Bernstein analysts say.
July 25 -
Some funds that were in the black still turned in a poor performance — it’s all relative.
July 24 -
Inflows have slowed? Actively managed funds would like to have that problem.
July 19 -
A 20% gain sounds good, until you find out the category returned 30%.
July 18 -
Data reported by the Investment Company Institute.
July 13 -
Passive funds attracted new cash even if their returns were negative.
July 12 -
The asset manager's flows are down 42% year-over-year. The industry: 50%.
July 6 -
The framework targets so-called plain vanilla funds, yet leaves in place a more laborious path for firms wishing to list complex products.
June 28 -
Volatility has returned in 2018, while easy stock gains have vanished.
June 27

















