Investor contributions to target-date mutual funds made a comeback in 2021 after the popular retirement savings vehicles saw net redemptions for the first time in 2020. During the 2021 calendar year, ...

Founded by John C. Bogle in 1975, Vanguard is one of the world's largest investment management companies. With around $7.2 trillion of assets under management, the company offered nearly 209 domestic ...

Source: Data from Refinitiv Lipper, an LSEG Business; ex-conventional mutual funds, ex-leveraged and ex-dedicated short bias. Data through Dec. 31, 2021. [table id ...

Source: Data from Refinitiv Lipper, an LSEG Business; ex-conventional mutual funds, ex-leveraged and ex-dedicated short bias. Data through Dec. 31, 2021. [table id ...

Orange County-based mutual funds reported a reasonably good 2021. Twenty-eight of the 33 funds tracked by the Business Journal reported gains last year, including 15 that topped 10%, according to a ...

After bouncing back from a Q3 dip and fighting through volatility all year, the S&P 500 (^SPX) ended 2021 just below its all-time high. The index’s 28.7% total return continues quite a streak for ...

Open-end mutual fund and exchange-traded fund investors on average paid lower fees in 2021 than the year before, which saved investors an estimated $6.9 billion, according to Morningstar's 2021 fund ...

Wander through a cemetery and you’ll frequently see phrases like “forever in our hearts” or “You will always be remembered.” The cemetery of mutual funds is devoid of such loving reminiscences, but if ...

When it comes to choosing mutual funds and ETFs, advisors and their clients, as well as retail and institutional investors, are increasingly making the same choices. Fund flows data from Morningstar ...

Converting mutual funds to exchange-traded funds has become a growing trend in the investment industry over the past two years. More than three dozen of these conversions have popped up since early ...

The company Dunham has managed mutual funds since 1985 through its method of strategic asset allocation. The analyst team at the firm uses market timing to build investment portfolios instead of ...