Mutual funds

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.

Many sectors have rallied the past decade, but tech and health care outperformed.

The difference between 0.03% and zero will prove to be bigger than three basis points.

The biggest losers so far? High yield bond and large value products.

The firm says it's likely to benefit from the strategy by luring new clients and earning fees on securities lending.

The firm remains in transformational flux, but the results of its "Project E" evolution are beginning to show.

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.

Some funds that were in the black still turned in a poor performance — it’s all relative.

Inflows have slowed? Actively managed funds would like to have that problem.

A 20% gain sounds good, until you find out the category returned 30%.

Data reported by the Investment Company Institute.

Passive funds attracted new cash even if their returns were negative.

The asset manager's flows are down 42% year-over-year. The industry: 50%.

The framework targets so-called plain vanilla funds, yet leaves in place a more laborious path for firms wishing to list complex products.

Volatility has returned in 2018, while easy stock gains have vanished.

Scrutinizing recent performance isn’t a recipe for long-term investment success.

The fund provides access to China-based companies committed to implementing the digital ledger technology. Plus; other launches.

This group racked up strong returns over a 24-year span of above-median inflation.

While some funds show low valuations, S&P and Dow both stand at post-crisis highs.

TPW Investment Management aims to provide alpha-generating ETF-based investment solutions.