Mutual funds

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.

The firm said they now have lower net expenses than comparable offerings at Vanguard.

Data reported by the Investment Company Institute.

There wasn’t a lot of diversification among the top funds as technology has dominated the market gains in recent years.

Investors in his $1.4 billion closed-end offering saw huge gains as a result of stellar performance from his $88.9 billion Income Fund.

The smart-beta offerings each have an international focus.

Advisers have turned into the new active investment managers.

The firm has been building its passive business as investors dump active products.

The purchase is a part of a growing effort to provide investors with information about the eco-friendliness of their portfolios.

July 31: Being a good judge of character is a central ingredient, the co-founder of LM Capital says.

Data reported by the Investment Company Institute.

CEO Dan Arnold said advisers’ uncertainty about the fiduciary rule is waning.

For clients looking for investment income, these funds excelled in the first half of 2017.

Investors pulled $2.1 billion from domestic mutual funds and ETFs in the week ending July 12.

A net 80% of investors think America is the most overvalued region, analysts say.

July 24: The world’s largest independent broker-dealer has launched a new mutual fund platform to adhere to the rule.