Offerings meant to help counter a trend toward passive index strategies.
An interactive list of all the funds to be honored, across all years of return and categories
<i>Breakfast with Benjamin</i> A couple of Vanguard and Fidelity mutual funds raise questions about when it is time to close a fund to new investors.
A new frontier for ETFs?
Exchange-traded funds have achieved a new feat, producing dozens of funds that are riskier than the most volatile individual stocks in the Standard and Poor's 500 stock index.
The Securities and Exchange Commission will be looking at ETF sales strategies, trading practices and disclosures, as well as suitability and sales supervision of variable annuities.
The firm has amassed four times the amount of assets held by either Betterment or Wealthfront and more than twice as much as Schwab.
Blackstone Alternative Multi-Manager Fund's assets have fallen to $631 million from $1.2 billion.
Investing strategies focused on environmental, social and corporate governance causes continue to gain momentum, even if they're not mainstream just yet. </br><b><i>(Related: <a href="//www.investmentnews.com/article/20160306/FREE/160309952/the-top-performing-socially-conscious-funds"" target=""_blank"" rel="noopener noreferrer">The top-performing socially conscious funds</a>)</b></i>
The minimum investment is $5 billion for the stock fund, and $3 billion for the bond fund.
Faced with one bond-fund meltdown and worried about others, the Securities and Exchange Commission is pushing new rules to ensure investors can get their money back when they want it.
Ill-named strategy finds place between passive and active.
Plus: El-Erian's gloomy forecast, what it will take to save Social Security, and it's time to start taking cannabis investing seriously
<i>Breakfast with Benjamin</i> A majority of fund managers say global economic growth is almost out of steam and a recession isn't that far off.
<i>Breakfast with Benjamin</i> So far, nobody has been prosecuted for contributing to the 2008 financial crisis. “This gags me,” said Elizabeth Warren.
Many fund companies, such as Fidelity and Vanguard, back out dividends and capital gains from their net flows calculations. So does Morningstar.
Competition from index funds could hold the death rate steady going forward.
S&P 500 erases weekly drop; technology, bank shares rally
A look at the ESG funds that have performed the best as socially responsible investing has grown in popularity.
The precious metal is already up nearly 17% from the start of the year, and some analysts are now suggesting the case for gold is getting even stronger.
