Investors fare better when they're presented with a few curated, low-cost options.
Firm once fined by Finra over nontraded REIT transactions is still pushing its own series of mutual funds.
Value pays off when it comes to investing in small-cap funds.
But the gap between the top two and the rest is growing.
His $2.1 billion bond fund fell about 3% Tuesday, leaving it trailing 96% of its rivals.
The firm tried launching two different target-date series within the past decade, both of which closed after failing to gain much traction.
Value pays off when it comes to investing in small-caps.
No matter which option they choose, they risk getting hit with lawsuits.
Morningstar's CEO loves investing, but he's got other interests, too.
Led by CEO Kunal Kapoor, firm is moving way past ratings — and financial advisers are paying close attention.
Chairman Jay Clayton says proposal would increase investors' access to research.
But will those tax savings lead to lower expense ratios?
The actions of fund investors speak louder than their words.
Regulators are cutting the red tape involved, but firms say they can still help with setting up fund infrastructure.
The world's biggest bond ETF tracks a benchmark that contains 9,917 bonds, many of them illiquid.
Only a few see big inflows; even Vanguard's offerings get little love from investors.
'Professionals pretty much everywhere will probably outperform amateurs.'
Growth has outperformed value in recent decades, but higher rates and more normal volatility levels could give value investments a boost.
The PowerShares QQQ Trust Series ETF took in more than $2 billion last week
Demand at short end could ease funding costs and make stocks look better by comparison.
