These funds continue to charge high fees for basic index exposure, and many investors are still paying up, largely thanks to advisor inertia.
Since the 2015 proposal, flows to unusually high load sharing funds have been declining, Morningstar finds. Will the SEC keep the momentum going?
To these less-than-3-year-old ETFs, age is just a number.
The co-founder of Oaktree Capital Management on how advisors can stay competitive, the tyranny of benchmarks and why cash is not the best way to de-risk a portfolio.
With some very notable exceptions, all but a handful of these top-performing actively traded ETFs have struggled to return more than 7 percent so far this year.
They’re related. Sort of.
