Mutual funds

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.

Even profitable bond managers will have to up their game to remain relevant because in many cases investors have better options.

While passive funds track an index, active managers can still beat the averages and earn the much-discussed small-cap premium.

These portfolios look poised to shrug off their recent underperformance.

When clients are too focused on returns, bring the discussion back to expenses.

There are many more options for advisors who seek gender-equality based investments for clients, says planner Luisamarie Ruiz Carlile.

The cheapest 20% of funds received $949 billion of new money last year, while the rest of the industry reported outflows of $251 billion.

The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.

Co-chiefs of the SEC’s Division of Enforcement tout a program aimed at repaying investors for excessive mutual fund fees as a new approach to curbing industry abuses.

The average annualized return of the top 20 funds has been nearly 15%.

Many of those selected have focused their careers on helping women thrive in an industry where nearly 90% of the managers are men.