(Bloomberg) -- The mutual fund David Iben oversees lagged behind more than 95 percent of its peers for two consecutive years. This year, the chief investment officer’s performance stands out for the right reason...

(Bloomberg) -- Index and exchange-traded funds are getting better at the thing that makes them so popular: driving down the cost of investing...

The funds tend to thrive in difficult markets - and lag behind during robust times - by focusing on high-quality stocks and bonds

Last week, S&P Dow Jones Indices released its annual U.S. S&P Indices Versus Active Funds (SPIVA) Scorecard, showing that 66 percent of large-cap equity managers underperformed their benchmark in 2015. This week, American Funds, the darling of th...

Fund shareholders pay about $308 million a year for the printing and mailing of shareholder reports, the Investment Company Institute estimates. But a Securities and Exchange Commission proposal allowing the e-delivery of such reports was expected...

Not running. | Copyright Mike Coppola, Getty Images A survey of more than 1,100 financial advisors found that in the upcoming presidential election, they favor Florida Sen. Marco Rubio. The poll by Advisor Perspectives, which included 13 candi...

Watch it grow. | weerapatkiatdumrong/iStock/Thinkstock A growing number of advisors and investors are catching on to sustainability investing; U.S. managed assets that invest using environmental, social and corporate governance and other socia...

According to new data released Thursday by Broadridge’s Fund Distribution Intelligence, ETF assets increased $124 billion in 2015, hitting an all-time high of $2.2 trillion. Comparatively, long-term mutual fund assets decreased by $161 billio...

Keep calm. Four major banks in the U.K. – Barclays, Royal Bank of Scotland, Lloyds Banking Group and Santander – are developing their own robo advisors aimed at mass-market consumers. According to The Financial Times (subscription required), o...