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Boring Old Plain Vanilla S&P 500 Funds Still Beating Most Competitors in 2018 Boring Old Plain Vanilla S&P 500 Funds Still Beating Most Competitors in 2018

Despite a wide array of actively managed and smart beta choices, the funds that shined in the first eight months of 2018 are tracking the boring S&P 500 Index.

byTodd Rosenbluth, Senior Director of ETF and Mutual Fund Research

Sep 6, 2018

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1 Min Read

fund flows promo

FUND FLOWS: Investors Stay Away from Europe FUND FLOWS: Investors Stay Away from Europe

byCameron Brandt

Sep 4, 2018

1 Min Read

Kermit the Frog

It Ain’t Easy Being Active It Ain’t Easy Being Active

bySamuel Steinberger

Aug 23, 2018

1 Min Read

Flows to Passive Funds Are Slowing Flows to Passive Funds Are Slowing

Aug 23, 2018

1 Min Read

UBS Launches Social Impact Funds for Private Clients UBS Launches Social Impact Funds for Private Clients

Aug 22, 2018

1 Min Read

Active Money Management Isn't Going to Disappear Active Money Management Isn't Going to Disappear

Aug 13, 2018

1 Min Read

Bill Gross

Bill Gross's Performance Is 'Disappointing,' Janus CEO Says

Bill Gross's Performance Is 'Disappointing,' Janus CEO Says

Fidelity Investments.

What Fidelity’s Free Funds Mean for Financial Advisors

What Fidelity’s Free Funds Mean for Financial Advisors

byWealthManagement.com Staff

fund flows promo

FUND FLOWS: Major Sectors Reap Benefits of Peak Earning Season

FUND FLOWS: Major Sectors Reap Benefits of Peak Earning Season

byCameron Brandt, Director of Research

fund flows promo

FUND FLOWS: Emerging Markets Stocks: Yay or Nay?

FUND FLOWS: Emerging Markets Stocks: Yay or Nay?

byCameron Brandt, Director of Research

fund flows promo

FUND FLOWS: Sector Funds Shine Through the Fog of Uncertainty

FUND FLOWS: Sector Funds Shine Through the Fog of Uncertainty

byCameron Brandt, Director of Research

Fidelity building

Fidelity Goes to Zero Fees for New Index Funds

Fidelity Goes to Zero Fees for New Index Funds

byMichael Thrasher, Staff Writer

fund flows promo

FUND FLOWS: Expanding U.S. Economy Continues to Attract Money

FUND FLOWS: Expanding U.S. Economy Continues to Attract Money

byCameron Brandt, Director of Research

shredding money

Ivy Investments Cuts Fund Fees

Ivy Investments Cuts Fund Fees

bySamuel Steinberger, Senior Technology Editor

BlackRock

Edward Jones Lists BlackRock, PGIM as “Strategic Product Partners”

Edward Jones Lists BlackRock, PGIM as “Strategic Product Partners”

bySamuel Steinberger, Senior Technology Editor

2018-morningstar-investment-conference-banners

Morningstar Replaces Third-Party Funds with Their Own in Managed Portfolios

Morningstar Replaces Third-Party Funds with Their Own in Managed Portfolios

byMichael Thrasher, Staff Writer

Fidelity Investments.

Fidelity Joins Pursuit of Investors’ Money Through Model Portfolios

Fidelity Joins Pursuit of Investors’ Money Through Model Portfolios

byMichael Thrasher, Staff Writer

fund flows promo

FUND FLOWS: Investors Continue to Flee Emerging Market Equity Funds

FUND FLOWS: Investors Continue to Flee Emerging Market Equity Funds

byCameron Brandt, Director of Research

fund flows promo

FUND FLOWS: Investors Pull Money from Europe

FUND FLOWS: Investors Pull Money from Europe

byCameron Brandt, Director of Research

soccer halftime

Active vs. Passive: Halftime Results

Active vs. Passive: Halftime Results

byTodd Rosenbluth, Senior Director of ETF and Mutual Fund Research

fund flows promo

FUND FLOWS: Turkish Equity Funds Pull in New Money

FUND FLOWS: Turkish Equity Funds Pull in New Money

byCameron Brandt, Director of Research

fund flows promo

FUND FLOWS: U.S. Sovereign Debt Funds Continue to Pull in Fresh Money

FUND FLOWS: U.S. Sovereign Debt Funds Continue to Pull in Fresh Money

byCameron Brandt, Director of Research

stock prices tables

Do Long/Short Equity Funds Work?

Do Long/Short Equity Funds Work?

stock prices financial data

Index Proliferation: Time for SEC Regulation?

Index Proliferation: Time for SEC Regulation?

byAndrew Beer, Managing Partner

fund flows promo

FUND FLOWS: Investors Turn Toward U.S.

FUND FLOWS: Investors Turn Toward U.S.

byCameron Brandt, Director of Research

fund flows promo

FUND FLOWS: Investors Pouring New Money into China

FUND FLOWS: Investors Pouring New Money into China

byCameron Brandt, Director of Research

fund flows promo

FUND FLOWS: Investors Bet on U.S. Consumers to Keep Spending

FUND FLOWS: Investors Bet on U.S. Consumers to Keep Spending

byCameron Brandt, Director of Research

fund flows promo

FUND FLOWS: Investors Go Back to Brazil

FUND FLOWS: Investors Go Back to Brazil

byCameron Brandt, Director of Research

fund flows promo

FUND FLOWS: Small Cap Growth Investors Favor Active Managers

FUND FLOWS: Small Cap Growth Investors Favor Active Managers

byCameron Brandt, Director of Research

fund flows promo

FUND FLOWS: Money Market Funds Are on Fire

FUND FLOWS: Money Market Funds Are on Fire

byCameron Brandt, Director of Research

money boat

Is It Better to Have a Team or a Single Manager Run Your Fund?

Is It Better to Have a Team or a Single Manager Run Your Fund?

green globe dollar

Letter from the Editor: June 2018

Letter from the Editor: June 2018

empty stock market

SRI: Where Are the Clients?

SRI: Where Are the Clients?

SEC Seal

SEC Will No Longer Require Paper Reports

SEC Will No Longer Require Paper Reports

byWealthManagement.com Staff

fund flows promo

FUND FLOWS: Investors Pull Money from Italian Equities

FUND FLOWS: Investors Pull Money from Italian Equities

byCameron Brandt, Director of Research