Mutual funds

Frequent buying and selling increases expenses and taxes — are these solid three-year returns worth it?

The new platform offers the convenience of a brokerage account without incurring any of the fees that go with it, the companies say.

Data reported by the Investment Company Institute.

Most of the firm’s reticence has come down to a marketing debate.

The Ariel Investments president is an advocate for the increasing the number of women and minorities in boardrooms.

Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches.

Asset managers are still guessing how clean shares will fare under the new regulation.

The holdings in each of the three new offerings are rated A to BBB.

Data reported by the Investment Company Institute.

Sept. 25: Changes the DoL regulation has inspired — particularly in the mutual fund industry — are moving ahead, albeit slowly.

All posted positive returns over five years, but active saw the largest outflows.

Data reported by the Investment Company Institute.

Sept. 18: As the alternatives market expanded 28.4% over the last year, analysts say fund costs will trend downward with time.

SunTrust Investment Services collected more than $1.1 million in avoidable 12b-1 mutual fund fees from more than 4,500 accounts, the SEC charged.

Why gaining short-term bond exposure through mutual funds isn’t a smart bet.

With damage from hurricanes Harvey and Irma clocking in at more than $150 billion, will funds with high exposure to property and casualty insurance take a hit?

The firm wants to adopt a new benchmark that would add specialty REITs to the mix.

The analytics provider claims to serve more than 2,000 clients, including 92% of the top asset managers.

Sept. 11: Managers have been told to prepare for spending more on research and trading services they get from banks.

Data reported by the Investment Company Institute.