"If financial advisors accomplish just one thing—to give clients the courage to stay the course, to not sell at the bottom, and not buy more of the hot sector at the top—they’ve accomplished something of great value and should be proud of it."
A total of 22 actively managed mutual funds and exchange-traded funds have more than 5 percent of their portfolios in the company, according to Morningstar data.
Last year alone 226 Vanguard funds and ETFs reported expense ratio declines, saving customers an estimated $337 million cumulatively, the company said.
Traders are concerned that after an 18-month rally, rising yields in developed markets from the U.S. to Germany could wreak havoc across emerging markets similar to the taper tantrum of 2013.
Trump’s election, and subsequent withdrawal from the Paris Accords, prompted a rush of new investor money toward environmentally responsible investments. Here are the top performing SMA managers for socially responsible investing.