Roughly two years into the era of mutual fund-to-ETF conversion as a pathway to ETF industry entry, we’ve learned two things. The first is that the future of this trend looks promising, with many more ...

When it comes to the future of setting mutual fund fees, the devil you know is better than the devil you don't. Two fund demons are locked in a high-profile Supreme Court battle over fees and what is ...

As investors prepare for 2026, this guide explains the critical difference between "searching" for top-performing funds and conducting true "research" into investment processes, risk management, and ...

Investors can boost their after-tax returns by pairing assets with taxable accounts or tax-advantaged retirement accounts ...

As 2025 is about to end, most mutual fund investors would be asking a simple question: What actually worked this year? 2025 has been a year marked by sharp market swings, sell-offs, prolonged periods ...

Ten years ago this month, the Sequoia Fund — one of the best mutual funds in history — reopened its doors to investors for the first time in more than a quarter century. The whole industry was buzzing ...