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Directors suggested firm head John Rogers make reductions at his $11.8 billion mutual fund that either meet or undercut the industry average.
August 29 -
The firm said they now have lower net expenses than comparable offerings at Vanguard.
August 4 -
Many firms are finding new ways to incorporate computer models and data science into their research.
August 1 -
Active management supplemented by local knowledge cannot be easily manufactured or automated, an expert says.
July 31 -
While the firm's conquest of the money-management business may seem inevitable, it’s a mistake to extrapolate its recent success into the future.
July 18Unison Advisors -
Actively managed mutual funds and ETFs that own domestic stocks experienced $98.5 billion in net redemptions in the first six months of 2017, according to Morningstar.
July 14 -
East Capital’s founder says investors struggling to demonstrate value in the face of competition from ETFs should take a lesson from investing in Russia.
July 7 -
Even though they have posted positive returns, debt and equities markets have been moving in opposite directions for the better part of two decades.
June 30 -
Despite the trend away from actively managed mutual funds, the firm is bolstering advertising efforts and adding new products to lure clients.
June 29 -
Low-cost passive index funds and sticking to an asset allocation plan even during a market downturn overcame some common pitfalls.
May 30