Mutual funds

Prospects for an outright shrinkage of the central bank’s roughly $4.5 trillion ledger didn’t discourage markets one bit — at least on Wednesday.

The fund, co-managed by Dan Ivascyn and Alfred Murata, returned an average of 8.5% annually over the last five years.

It’s time to consider payment schemes that are more transparent and better aligned between who pays the cost — and who enjoys the benefits.

Customers who were eligible for Class A shares in certain mutual funds without a front-end sales charge were either not given the sales charge waiver or sold more expensive Class B or C shares, FINRA claimed.

New research has found that funds with a high percentage of assets in ETFs underperform funds that hold stocks.

If your clients pay the alternative minimum tax, these funds can help lower their tax liability.

Multi-asset funds offer something that isn't easy to automate.

Active managers face headwinds despite an overall positive outlook for the U.S. economy that’s taken hold since the election of President Trump.

The famed manager claimed he was ousted by a “cabal” of executives who wanted a larger share of his bonus.

These products haven’t suffered the same fate as other active portfolios because they offer something that isn’t easy to automate.

A high-yield corporate debt fund offering from the bank.

Most funds will have until December to comply with the SEC’s new rules, while complexes with more than $1 billion in net assets have until 2019.

Investors are ignoring large estimated payouts as they dump Moscow-listed shares on concern the U.S. won't ease sanctions on Russia as quickly as expected.

As executives accept Trump's fiduciary rule delay, many have shifted their focus to the SEC's new reporting modernization regulation.

As executives accept Trump's fiduciary rule delay, many have shifted their focus to compliance with the SEC's new reporting modernization regulation.

The funds have accounted for 27% of all trades since the election, 3 percentage points above average.

In one of the biggest bull markets in recent history, some mutual funds are still cheap by historical measures.

The funds have accounted for 27% of all trades since the election, 3 percentage points above average.

The research giant says it aims to lower costs by removing a layer of fees paid to third-party managers.

The research giant says it aims to lower costs by removing a layer of fees paid to third-party managers.