Mutual Funds

Actively managed bond funds are having a terrible year.

Artisan Developing World’s Lewis Kaufman focuses on urban consumers. How he views opportunities in India and China.

Small-cap stocks traditionally have led the market coming out of economic downturns. That hasn’t been the case since the 2008 crash.

The Smead Value Fund, which has beaten the Russell 1000 Value Index over five, 10, and 15 years, has 21% of its assets in energy. The weighting in the S&P 500 is 3%.

ARKK is up 34% year to date, powered by stocks like Coinbase, Robinhood and Roku.

It’s a good time to consider active funds with flexible mandates to play offense and defense amid uncertainty about the macroeconomic environment.

The new additions include an actively managed strategy that aims to outperform the broad Treasury market.

Target-date funds are the backbone of millions of Americans’ 401(k)s. Some have performed a lot better than others.

Ed Perks, manager of the 73-year-old Franklin Income Fund, is investing equally in stocks and bonds, often from the same companies. He shares some picks.

Mike Gitlin, CEO of the Capital Group, speaks with At Barron’s Andy Serwer.

Lower fees may help Schwab attract more investors for its exchange-traded funds and mutual funds.

Goldman sees asset management as a counterweight to its more mercurial trading business.

Rivals BlackRock and State Street have launched similar efforts that open up the option for fund investors to vote for themselves on key ballot issues.

Corporate bonds, securitized debt, and foreign bonds are among the $13.8 billion Vanguard Core Bond fund’s recent buys.

Active large-cap mutual-fund managers have bigger relative positions in financials such as Wells Fargo and BofA than big tech stocks.

The yield on the 30-year Treasury bond surged above 5%, one of its highest levels since 2023.

The judge’s ruling is the latest twist in a three-year battle over changes Vanguard made to target-date funds that investors say stuck them with unnecessary tax bills.

The asset-weighted average expense ratio for all U.S. mutual funds and exchange-traded funds fell by just two basis points in 2024, according to Morningstar.

The acronym stands for “money account for growth and advancement.”

Industry researcher Cerulli Associates warns of a major fee disruption if regulators approve exchange-traded fund share classes for mutual funds.

Investors who ignored April’s market volatility came out OK in the end.

Investors will be exposed to new risks, Carolyn McPhillips writes in a guest commentary.

The Investment Company Institute is asking the second administration of President Donald Trump to ease restrictions that have blocked retail investors from investing in private companies.

The funds have played a central role in the nation’s 401(k) retirement system ever since 2006.

Make sure you have enough cash, and consider alternatives to stocks and bonds that can hold up in downturn.