Mutual Funds Updates

Trump’s tariff plans, Italy’s general election and central bank meetings have frozen investors.

A recent Morningstar report shows women are vastly underrepresented but it’s not due to performance.

With dollar weakness complicating the investment case for U.S. fixed income assets, flows to U.S. Bond Funds were close to neutral going into March as investors pulled back from all the major groups except Emerging Markets Hard Currency Bond Funds...

For the first time since the last week of January, U.S. Equity Funds have taken in fresh money as investors recover from the early February battering.

While mutual fund deposits have surged, Fidelity has seen nearly $16 billion in net withdrawals over the past four years. Why? Because it's ramping up risk.

Pawn shops are catering to the wealthy now, Morningstar introduces its Quantitative rating and Mercer Advisors acquires Traust Sollus.

When ETF holdings are not static, evaluating them based on past performance is a lot less relevant.

Why ESG Investing Works

The world's largest asset manager is heavily involved in index investing, managing $1.8 trillion in iShares-brand exchange-traded funds and another $2.4 trillion in non-ETF index funds.

There is renewed interest in Europe, Japan and emerging markets.