Mutual funds

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.

New retirees are often anxious about spending to much, depriving themselves of some comforts of life for fear of outliving their nest egg.

To add insult to injury, these losers charge high fees – 12 of the 20 have expense ratios over 1%.

Can a single mega total-market index fund outperform an equally weighted basket of large-cap, mid-cap and small-cap funds? The answer may surprise you.

Last year alone 226 Vanguard funds and ETFs reported expense ratio declines.

Expected new chief for financial products is fueling speculation for more innovative funds.