Despite common perception that active beats passive during times of volatility, only 25% of large value, blend and growth mutual funds outperformed their category index during the first quarter of 2023.

As markets and risks change, so do investment analytics.

Banking turmoil and high yields pushed money market assets to a record $5.25 trillion this week.

Even if the investments declined in value last year, you might still be on the hook for capital gains.

Clients moved money from two Schwab Value Advantage Money funds, which had a combined $195 billion of assets as of March 15, representing the largest redemptions in at least six months.

Seventy 'sustainable' funds held SVB stock, given the bank's funding of innovative climate technology, according to the research firm.

In a down market, more mutual fund managers were able to beat cheaper passive options for investors.

Any benefit from incorporating ESG credentials into a portfolio is already captured by other well-defined equity factors.

The newly released tool seeks to automate multiple compliance processes, including share class monitoring.

A Securities and Exchange Commission proposal to overhaul how mutual-fund shares are priced has provoked fierce opposition.