Asset Allocation
Active Bond Funds Outpaced Passive Peers Over Past Year, per Morningstar
Actively managed real estate funds were also among the top outperformers for the 12 months that ended June 30.
Tag: Mutual Funds
Regulation
SEC Postpones Mutual Fund Swing Pricing and Hard Close Proposals
The regulator's decision offers relief to mutual fund managers, despite some added reporting requirements.
Corporate Moves
Vanguard Reopens Two Actively Managed Funds to All Investors
The Primecap and Primecap Core funds were closed to new investors in 2004 and 2009, respectively.
Passive Strategies Poised to Take Mutual Fund, ETF Market Lead
Despite a ‘symbolic’ victory for passive expected in 2024, active remains dominant in the larger investing context, according to Cerulli.
Asset Allocation
New Champs: Index Funds Edge Past Actives in Stock Market Share
Better performance and lower fees lead to switch. Demographics, too.
Asset Allocation
CITs Help Boost Target-Date Strategies to Record Growth in 2021
Collective investment trusts are on pace to overtake mutual funds as the most popular target-date vehicle.
Market Moves
After the Bull Market’s First Year, What Happens in the Second?
History shows it’s usually a good run, but not as strong, LPL’s Detrick says.
Market Moves
ETFs on the March: Huge Inflows in September Set Up 2020 for Near Record
They gathered $35.2 billion last month, which should make this year second only to 2017’s blowout.
Market Moves
How Little-Guy Investors Bested the Pros by Riding Popular Iffy Stocks
Goldman Sachs study shows that, since this year’s low point, ordinary market players shot past the smart money, 61% to 45%.
Despite $89 Million Fine, State Street Nets Cool $81 Million from Alleged Overcharges
SEC’s disgorgement abilities increasingly hampered by 2017 Supreme Court Ruling.