In-kind redemptions rare but legal.
The mutual fund industry offers about 8,000 mutual funds, spread among about 24,000 share classes, but some fund companies offer many, many more share classes. Experts say it may be a marketing tool for fund firms.
The impending fiduciary rule would shield owners from some lawsuits.
Five specific aspects of the DOL's new rule that could send assets flooding into ETFs.
Stocks are cheap, but clients should know what they are getting into.
Even though stock funds scored big gains in March, they're still trailing bonds for 2016.
Securities powerhouse will pay up to $10,000 in principal payments over five years, or $2,000 a year.
One of the lowest-cost fund companies gets into a war of words with an analyst over how it calculates expense ratios.
Smart beta may be the most popular new strategy for mutual fund companies, but the real trend is towards funds with lower expenses.
Brazil, Russia, India and China were singled out as the investment theme of the new century, but they've fallen like bricks the past five years.