Mutual Funds

Everyone has access to low-cost do-it-yourself options, and more people are avoiding traditional pitfalls.

“Do-the-right-thing” investments have been outperforming, but that has been driven by liquidity and flows rather than an effective strategy.

ESG has been taking off as investors see the importance of voting with their dollars, but advisors say more needs to be done to align clients’ values.

Government data vastly underestimate Americans’ exposure to Chinese stocks.

At Morningstar's annual conference, Michael Jantzi detailed increasing interest about sustainable investing, as well as how COVID-19 inspired more interest rather than reducing it.

Fidelity Investments says the Labor Department proposal isn’t “well grounded or supported.”

Female-managed funds show a preference for technology stocks while male managers lean toward financial companies.

Amid the sell-off in the wider energy markets, the midstream energy universe provides compelling income at discounted valuations relative to history.

Fidelity will begin to offer the Wise Origin Bitcoin Index Fund I through a new business unit called Fidelity Digital Funds.

In an era of fee wars and exchange-traded funds, the popularity of model portfolios is exploding.