Mutual funds

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.

Data reported by the Investment Company Institute.

Aside from being some of the strongest overall industry performers, many have helped their peers thrive in a business in which they are a clear minority.

The Elite Eight may be able to provide immediate diversification across more than one asset class.

They have time on their side, but compounding won’t work if they’re all in cash.

Muni funds should become more attractive under the new tax laws, say market observers.