Asset managers are seeking to capitalize on the popularity of exchange-traded funds. Experts say it's to the benefit of many ...

The Kiplinger 25 is a list of our favorite no-load mutual funds. We favor funds run by seasoned managers who take a long view ...

For retirees who are using income distributions from their investments to help cover living expenses, the small fees levied ...

Columbia Balanced Fund Institutional Class shares returned 5.50% for the quarter ending September 30, 2025. Read more here.

Thrivent International Equity Fund underperformed its benchmark for the quarter in the face of challenging factor performance ...

Regulators’ survey of mutual fund reps at Ontario bank branches has renewed concerns about proprietary shelves and exposed ...

Investor and advisor interest in separately managed accounts is surging. While mutual funds, exchange-traded funds, as well as individual stocks and bonds still dominate advisor platforms, SMAs are ...

have received a Morningstar Rating for funds, or “Star Rating,” of five stars. This indicates that the fund has outperformed its peers historically on an after-fee risk-adjusted basis. The objective ...

Active exchange-traded funds are a hot story and one that I have frequently talked about during the past couple of years. I tend to focus on how active strategies fit into the ETF wrapper, but this ...

QTUM - The Defiance Quantum Computing ETF - Tops $3 Billion AUM, Maintains 5-Star Morningstar Rating Amid Quantum Boom ...

The Franklin Mutual Quest Fund falls into Morningstar’s World Allocation category. Funds in this category allocate assets among stocks, bonds and cash domestically and internationally. As of June 30, ...

BlackRock indicates that the fund offers true diversification to traditional fixed income, using a total return approach that is driven by credit and not interest rates. The fund can serve as a ...