Mutual funds

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.

Morningstar’s annual study reveals how investors are catching up to funds by making better-timed trades.

Clients have the luxury of focusing on returns, but advisors need to add “risk adjusted” to their vocabulary.

Almost all young investors polled by Schwab expect the funds to be their primary investment vehicle in the future.

Industry leaders discuss advancements in technology, the increasing focus on ESG and developments in ETFs.

Data reported by the Investment Company Institute.