Mutual funds are underweight the Magnificent Seven, said Ryan Hammond, vice president of Equity Strategy at Goldman Sachs, in ...

We present a comprehensive analysis of the performance and flows of U.S. actively managed equity mutual funds during the 2020 COVID ... as do funds with high star ratings. Fund outflows surpass ...

though it hasn’t relied on such companies to generate a performance edge. This portfolio finds a balance between differentiation and keeping a lid on active risk. The US mutual fund held 52 ...

We recently compiled a list of the 10 Fastest Growing Mutual Funds in 2025. In this article, we are going to take a look at ...

Index funds Also known as passive funds, index funds match the performance ... in stocks, equity funds are also known as stock funds. They're the most popular form of mutual fund, and can focus ...

DFA US Vector Equity Fund earns an Above Average Process Pillar rating. The leading factor in the rating is its parent firm's excellent long-term risk-adjusted performance, as shown by the firm's ...

These investment funds are collections of stock holdings designed to leverage the power of diversification and mirror the returns of popular equity market ... ETF and mutual fund markets, however ...

A 12b-1 fee is an annual marketing or distribution fee on a mutual fund charged to investors. It is generally between 0.25% and 0.75% (the maximum allowed) of a fund's net assets and must be disclosed ...

Past performance ... mutual fund business. Although the firm has participated in wrap programs, it is a separate and distinct business, and is excluded from firm‐wide assets. The International ...