Mutual funds

Once the world’s largest, the mutual fund got its first monthly inflow in more than four years.

Contrary to industry chatter, the new standards will likely benefit advisors working with actively managed funds, Michael Kitces writes.

Data reported by the Investment Company Institute.

Those recognized for their excellence in innovation and leadership across the asset management industry includes State Street CEO Jay Hooley.

The change is attributed in part to the cost of managing dividends.

As prospects for the best interest contract exemption fade, the Labor Department is pursuing a "streamlined" exemption for conflict-free mutual fund shares.

These funds have the smallest beta scores, either positive or negative, indicating the least variability from market returns.

Directors suggested firm head John Rogers make reductions at his $11.8 billion mutual fund that either meet or undercut the industry average.

Payouts from advisory firms have reached nearly $80 million as the regulator targets excess fees.

It would be the first fund of its kind from the asset management giant. Plus; other launches.

While these funds often combine various asset classes, the firm’s offering will stay close to home — buying its own bond products.

No performance chasers here; these investors buy on the downside.

As fee cuts have become key to winning flows, managers turn to cheaper indexers, while some build in-house benchmarking teams.

Can three foreign market index funds outperform a single total non-U.S. market index fund?

Opened in the Roaring Twenties, the Massachusetts Investors Trust has weathered 16 recessions, roughly 20 bear markets and worse.

JPMorgan projects net corporate issuance of emerging market debt at just $22 billion for the rest of the year.

Investors may be shifting to cheaper options, or simply taking profits while markets are high.

Large-cap equities were the only group of offerings that outperformed their respective benchmark.

Data reported by the Investment Company Institute.

Aug. 14: After following the industrywide digital-first movement in its acquisition of MyVest, TIAA is now examining how it serves its clients.