Roughly two years into the era of mutual fund-to-ETF conversion as a pathway to ETF industry entry, we’ve learned two things. The first is that the future of this trend looks promising, with many more ...

After a volatile 2025 marked by weak equity returns and sharp mid- and small-cap corrections, mutual fund investors are ...

As investors prepare for 2026, this guide explains the critical difference between "searching" for top-performing funds and ...

When it comes to the future of setting mutual fund fees, the devil you know is better than the devil you don't. Two fund demons are locked in a high-profile Supreme Court battle over fees and what is ...

The year 2025 is a strong reminder of a classic lesson: market leadership changes often. The asset types that have been ...

) -- Recognized throughout the financial world as the "Bond King," Bill Gross has made a name for himself being arguably the greatest bond manager of all time. Today, as founder and chief operating ...

You may not have the money to invest in hedge funds, but that doesn't mean you shouldn't act as if you do. In fact, acting like a hedge fund investor could help you improve your portfolio of ordinary ...

The investment business is full of twists and turns, and it is not just portfolio managers and analysts that have to constantly read the changing winds; as a marketing professional you must also adapt ...

The Cheese Stands Alone The Yale endowment fund, run since 1985 by David Swensen, leads by exception. Just as Warren Buffett became the top corporate CEO by managing differently from other CEOs, and ...

Ten years ago this month, the Sequoia Fund — one of the best mutual funds in history — reopened its doors to investors for the first time in more than a quarter century. The whole industry was buzzing ...

The average expense ratio paid by fund investors has been falling for two decades. In 2019, the asset-weighted average expense ratio across all mutual funds and exchange-traded funds [1] was 0.45%.