Mutual funds

Home to more than $3 trillion, outperformance among the leaders comes with some caveats.

Aside from their rock-bottom fees, those with the largest gains have at least one commonality: asset allocation.

If Biden’s proposal is enacted, Nir Kaissar writes many investors will dump their funds to avoid paying a higher tax down the road.

The lineup of exclusively short-duration fixed-income products, taxable and municipal, still managed an overall gain.

The top 20 performers nearly doubled the gains of their peers over the period.

The 20 mutual funds in this ranking outpaced broader markets over the past year with an average gain of more than 68%.

Selective bets on undervalued stocks are paying off as unloved value and cyclical strategies fall into favor.

Over the past year, the 20 mutual funds in this ranking have an average gain of more than 100%. Their fees are also more than twice the broader industry.

The changes mark a new phase in the tug-of-war between the structures.

The 20 funds in this ranking shed more than $793 billion over the period.

Here are the industry’s top 20, which brought in more than $700 billion in assets.

The deal will push Paris-based iM Global’s assets above $24 billion and enable it to break into wealth management.

While the quant firm will miss becoming the first to flip mutual funds to ETFs, its nearly $26 billion conversion will by far be the biggest.

This group carried fees nearly three times the industry average.

Some familiar names top the list for these investors who kept about 35% of their brokerage assets in equities.

The move by Guinness Atkinson is likely to be just a start — quant giant DFA is already next in line to make a similar change to its product line.

These long-term leaders also generated gains of more than 76% over the past year.

Just one of the leading 20 mutual funds and exchange-traded products eked out a gain this past decade.

Much of the industry’s skepticism centers on the cryptocurrency’s unpredictable price swings and the lack of things it can buy since its creation.

The 20 categories with the biggest gains are home to nearly $10 trillion in combined assets.