Mutual Funds Updates

“Now is the time for the financial services industry to step off the sidelines and take a stand”

It’s not conflicts of interest that push clients into high-cost, high-turnover investments, their advisors invest exactly the same way, according to a survey of 4,000 advisors and 500,000 clients.

Favorite stocks bolstered returns at mutual and hedge funds during the market rout.

Ethisphere ranks the most ethical companies in the world, Merrill Edge adds ESG ratings to its portal and Kestra partners with eMoney.

While global equity ETFs continue to draw big inflows despite steep losses over the first five trading days of February, there is no such optimism among investors for U.S. equity ETFs.

Funds from Vanguard, MFS Investment,T. Rowe Price, DoubleLine, Davis Financial and Parnassus among the top rated in CFRA’s latest forward-looking analysis.

Bond funds have third largest inflow on record in January, while global equity funds have second largest.

Investors agree with Jack Bogle that “you get what you don’t pay for.”

Household holdings of equities and mutual funds account for over 60 percent of total liquid assets, or about $7 trillion above the historic average.

It's a disservice to clients that only 2 percent of those assets are managed exclusively by women.