Long/short fund up 10% with big short position.
Vanguard's incoming chief executive officer said the company will keep lowering fund expenses as it grows.
Balanced funds can make a nice proxy for the virtues of a diversified portfolio.
David Grim steps down after two-decade career at agency; new leader has not been named.
Mutual fund company announces fee cuts to 14 of its stock and bond index funds, claiming they have less expensive comparable funds than archrival Vanguard.
Will retain role as chief investment officer.
Study finds little negative impact on returns when management of a fund changes.
No matter what tax reform Congress enacts, funds will still feel a bite
Some asset managers traditionally focused on selling through advisers are bypassing them to go directly to 401(k) plan sponsors.
Persistent discounts have often caught the eye of activist investors
Most of the funds are top performers in their categories over the past five years.
Broker-dealer hasn't yet determined whether the platform will be mandatory when it launches next year, given the fluid regulatory environment.
Investors are increasingly shifting their money to passively managed strategies.
Flows into environmental, social and governance funds often follow performance.
The plaintiff claims the plans were "loaded" with proprietary mutual funds, and 98% of the investable assets were held in company-affiliated investments.
Some money managers are adding smart-beta strategies to win a bigger slice of the TDF pie. But will they stimulate advisers' hunger?
Seattle-based Zevenbergen Genea observes what products consumers are gravitating to when picking stocks.
The firms, which focus on active management, are seeking flexibility to lower fund fees.
