Mutual Funds

Commodities are for traders and have no role in a client’s long-term portfolio, these advisors say.

Fidelity, which has $2.8 trillion under management, on Tuesday announced the addition of four index funds with expense ratios of 0.05% that invest in either mid-cap or small-cap growth or value stocks, as well as a municipal bond vehicle charging...

The story of how advisors rode out the cultural and economic trends of the past can provide insight into how today’s advisors can best face their future.

Some managers are conjuring ESG funds out of thin air by 'repurposing' struggling mutual funds, sometimes just changing the language in the prospectuses.

Going forward, Morningstar will provide Analyst Ratings for each share class of a fund, which could mean downgrades for those with high distribution fees.

True market neutrality is hard to find. Hundreds of portfolios may claim the title, but only a handful consistently deliver the factor.

Avantis Investors has filed to launch five equity strategies aimed squarely at fee-based advisors, promising broadly diversified portfolios and low fees.

Governments charge user fees for parks, roads and other infrastructure. Why not do the same for the financial system?

Some data suggests advisors are taking more of an interest, even if the majority are still too 'stale, male and pale' to consider a change.

Allianz plans to use the robo advisor Moneyfarm to offer some of its actively managed funds directly to retail investors, without them having to go through a bank or a broker.