Female-managed funds show a preference for technology stocks while male managers lean toward financial companies.

Amid the sell-off in the wider energy markets, the midstream energy universe provides compelling income at discounted valuations relative to history.

Fidelity will begin to offer the Wise Origin Bitcoin Index Fund I through a new business unit called Fidelity Digital Funds.

In an era of fee wars and exchange-traded funds, the popularity of model portfolios is exploding.

The new tool allows investors to filter and search for funds based on their sustainability preferences.

Sponsors will have to demonstrate they don’t sacrifice performance.

COVID-19 has caused some advisors to doubt the benefits of outsourcing investment management to third-party models, according to data collected by market research firm Ycharts.

In the best July for the S&P 500 in 10 years, only 28% of actively-managed large-cap funds beat their benchmarks, the worst showing in two years.

Critics warn that overwriting may have become too popular for its own good.

Investors are abandoning mutual funds for securities they perceive as cheaper and easier to trade.