Mutual funds

Morgan Stanley and one of its advisors were ordered to return the entrepreneur's investment in two private placement funds totaling $536,000 and pay him $37,500 in compensatory damages.

Winners were from Fidelity, Causeway, T. Rowe Price and Prudential.

One provider aims to test whether or not investors are comfortable with algorithms picking stocks.

The legislation, opposed by most major asset managers, would repeal a requirement that the riskiest funds allow share value fluctuations.

In an industry that’s all relative, sometimes a 14% return puts you near the bottom of the pile.

The fund's preference for cheap companies hurt returns last year but its quantitative strategy and “rock bottom” fees are reasons to consider owning the fund, according to the research firm.

Advisors at Fidelity, Schwab and other large discount brokerage firms make more money if they steer clients toward more expensive products.

The new tax law is expected to drive more money into investment products and push stock and bond prices even higher, says CEO Laurence Fink.

Data reported by FUSE Research.

Portfolio managers from T. Rowe Price, Fidelity and Pimco are among those nominated for the awards.

Many U.S. stock funds posted double-digit percentage gains, but international equities fared even better. Which were the biggest winners?

Tim Buckley has to navigate the perils of passive-investing dominance.

The funds with the biggest AUM declines didn’t badly underperform, but investors often found cheaper alternatives.

It paid in 2017 to be a penny-pinching retiree because target-date funds dominate the cross-section of profitable and cheap.

Bets on a bullion rally decline as interest shifts to cryptocurrencies.

Dec. 18: The proposed active offerings are set to debut in February.

The fund provides exposure to companies associated with cannabis, alcohol and tobacco.

Data reported by the Investment Company Institute.

Passive funds are the decisive victor in attracting cash.

The change builds on earlier policy shifts at Ameriprise, which previously pulled more than 1,500 funds from its platform.