Mutual funds

Rapidly shifting economic conditions, a new tax law and fee pressure are among the challenges in the year ahead.

Data reported by the Investment Company Institute.

Women still only account for one-in-nine positions — but clients may benefit from diversity, according to a Morningstar study.

Trump’s call for tariffs on steel and aluminum imports, and subsequent worries of a trade war, have recently taken a toll on emerging markets investments.

The second-largest independent broker-dealer overcharged nearly 1,800 retail retirement accounts, the regulator says.

Commission officials put the industry on notice about self-reporting: financial advisors must comply or face harsh punishments.

Commodities, which boomed before the crash, weighed heavily on returns the past 10 years.

The Silicon Valley robo advisor is offering a proprietary product using risk parity, but advisors debate if it is worth the fee.

Growth funds have performed best over the past decade, outpacing value funds.

The products seek risk and return objectives through factor exposures such as minimum volatility, value, momentum, liquidity and quality.

Come forward now or face penalties later, the regulator is warning advisors who failed to disclose conflicts of interest around high-cost mutual fund share classes.

Thanks to differentiated bets on stocks, equity mutual funds beat benchmarks across the board.

Underlying strategies make them more tax-efficient than actively managed mutual funds, an expert says.

Data reported by the Investment Company Institute.

Cloud-based platforms may pose a disruptive threat to asset managers and custodians offering fixed-income products.

Even core investments in developing nations reflect the firm’s conviction that Fed hikes are about to wreak havoc across markets.

The top 20 funds are from just three asset managers: Fidelity, Vanguard and American Funds.

The products exceeded their previous monthly flows record by nearly 30%.

The strategy draws investor interest again, mostly on the strength of fixed income.

The bank’s asset management business merged teams overseeing fundamental U.S. equity value and growth strategies.