Mutual funds

54% of mutual funds underperformed their benchmarks since the election, researchers find.

U.S. equity funds rebounded with their largest inflow ever last week at $31 billion.

The selloff is giving money managers a rare opportunity to allow passive funds call the shots on the direction of market sentiment.

As interest rates climb, advisers should diversify the fixed-income portion of their client’s overall portfolio.

She is the third generation to control the company and, like her family members, has maintained a low profile despite the reach of the firm’s mutual funds.

Edward "Ned" Johnson, 86, is retiring and will become chairman emeritus.

The search for low-touch mutual funds has shifted "disproportionate" client money into fixed income, an analyst says.

The high cost of stock picking has made clients more passive, an analyst says.

Here are key takeaways from a Department of Labor fact sheet.

Seven of largest asset managers reported a record $50 billion in combined outflows during the third quarter of 2016.

Assets at firm's Total Return Fund have slipped 70% from its peak in April 2013 to $82.6 billion.

Fifteen of the 20 biggest open-end funds report net outflows over the last five years.

The early decision stops advisers from earning commissions on products that will also generate fees through the firm's Investment Advisory Program.

An expert discusses last-minute strategies, as well as evergreen tips, to reduce the tax bill your clients are facing.

Institutions that are willing to invest at least $100 million can get the Janus total-return strategy as a separate account, according to a person with knowledge of the matter.

In the second quarter, that group of seven saw $34 billion in outflows.

Clients age 65 and up have to move fast to load up on medical expenses and get these benefits. Plus, considering MLP ETFs after the recovery of the energy sector and how certain mutual funds can charge a capital gains.

A Morgan Stanley survey finds that 64% of the time, sustainable strategies matched or outperformed traditional mutual funds in terms of returns.

Demand has increased as investors seek alternatives to more than $10 trillion of debt globally that’s yielding less than zero.

Why one asset manager says the high alpha of an equity long/short hedge fund may outweigh the cost benefits of similarly structured mutual funds.