US mutual funds and exchange-traded funds hauled in $59 billion in February 2024, their highest monthly total in more than two years. Long-Term US Fund Flows Source: Morningstar Direct Asset Flows.

A study spanning from 2021 to 2024 found few actively-managed funds stayed in the top quartile for performance longer than a ...

“If mutual funds didn’t exist today, would they have to be invented?” asks manager John Neff of the Akre Focus mutual fund. “I think the answer is very uncomfortably ‘no.’” Neff plans to convert the ...

Check top performersUnder the leadership of Madhu Lunawat, Founder, Managing Director and CEO, The Wealth Company has been on ...

BlackRock will convert its $1.7 billion BlackRock High Yield Municipal Bond Fund to an active exchange-traded fund, the latest example of shifting investor demand from mutual funds to ETFs. "Active ...

Mutual fund feeds and expenses are charges that may be incurred by investors who hold mutual funds. Running a mutual fund involves costs, including shareholder transaction costs, investment advisory ...

Mutual funds that own privately held companies have a unique opportunity that rivals that own only publicly traded companies do not: They can name their own prices for their private holdings. We’ve ...

Both vehicles make it easy to own a wide portfolio of stocks and bonds. But there are some key differences A well-rounded investment portfolio should include dozens of stocks. But researching and ...