Investor contributions to target-date mutual funds made a comeback in 2021 after the popular retirement savings vehicles saw net redemptions for the first time in 2020. During the 2021 calendar year, ...
Founded by John C. Bogle in 1975, Vanguard is one of the world's largest investment management companies. With around $7.2 trillion of assets under management, the company offered nearly 209 domestic ...
Source: Data from Refinitiv Lipper, an LSEG Business; ex-conventional mutual funds, ex-leveraged and ex-dedicated short bias. Data through Dec. 31, 2021. [table id ...
Source: Data from Refinitiv Lipper, an LSEG Business; ex-conventional mutual funds, ex-leveraged and ex-dedicated short bias. Data through Dec. 31, 2021. [table id ...
US mutual funds and exchange-traded funds hauled in $59 billion in February 2024, their highest monthly total in more than two years. Long-Term US Fund Flows Source: Morningstar Direct Asset Flows.
Orange County-based mutual funds reported a reasonably good 2021. Twenty-eight of the 33 funds tracked by the Business Journal reported gains last year, including 15 that topped 10%, according to a ...
When it comes to choosing mutual funds and ETFs, advisors and their clients, as well as retail and institutional investors, are increasingly making the same choices. Fund flows data from Morningstar ...
After bouncing back from a Q3 dip and fighting through volatility all year, the S&P 500 (^SPX) ended 2021 just below its all-time high. The index’s 28.7% total return continues quite a streak for ...
Wander through a cemetery and you’ll frequently see phrases like “forever in our hearts” or “You will always be remembered.” The cemetery of mutual funds is devoid of such loving reminiscences, but if ...
Open-end mutual fund and exchange-traded fund investors on average paid lower fees in 2021 than the year before, which saved investors an estimated $6.9 billion, according to Morningstar's 2021 fund ...
If you've been stuck searching for Sector - Other funds, consider Fidelity Select Defense & Aerospace (FSDAX) as a ...