Mutual Funds

Better understanding the current state of 'stickiness.'

Nearly one-third of advisors plan to increase their use and recommendation of ESG funds over the next 12 months, up from 19% in 2019, according to a new FPA survey.

'I think what's actually emerging here is ESG has more semblance of being the new quality factor.'

The average 2020 'through' series was down 10.6% in the first quarter, compared with a loss of 8.4% for 'to' funds. 'For investors with a $1 million nest egg who plan to retire in 2020, that’s a difference of more than $20,000 in losses,'...

The family-run Nicholas Co. is closing the Nicholas High Income Fund, its only fixed-income fund, on or around July 24.

BlackRock said in a research note that 88% of sustainable indexes did better than their non-sustainable counterparts in the first four months of 2020.