NEW YORK (AP) — Good things came to fund investors who waited in 2020. But, what a terrifying wait it was.
Mutual funds and exchange traded funds of all stripes delivered strong annual...
NEW YORK (AP) — Mutual fund managers are making the most of the shaky stock market, which has provided them an opportunity to prove themselves and lure back investors who dumped them in recent...
NEW YORK (AP) — As if the worst year for stocks in nearly a decade weren't bad enough, many investors now have to pay a tax bill on top of it.
DENVER (AP) — William H. Gross, the famed and colorful bond investor who once controlled the world's largest mutual fund, is closing his professional career of more than 40 years and retiring to focus on managing his personal assets and private charitable foundation.
NEW YORK (AP) — Forty years ago, the thought of buying a stock index fund was ridiculed. Why would anyone be satisfied with an investment that promised nothing more than the same return as the market?
Later this year, however, U.S. stock index funds may for the first time control more in assets than mutual funds run by stock-picking managers trying to deliver better returns than an index like the S&P 500.
VALLEY FORGE, Pa. (AP) — John C. Bogle, who simplified investing for the masses by launching the first index mutual fund and founded Vanguard Group, died Wednesday, the company said. He was 89.
Bogle did not invent the index fund, but he expanded access to no-frills, low-cost investing in 1976 when Vanguard introduced the first index fund for individual investors, rather than institutional clients.
VALLEY FORGE, Pa. (AP) — When he lost his job running a mutual fund company after stocks tanked in the early 70's, John C. Bogle decided that money managers knew very little about predicting the market — and charged way too much for that lack of knowledge.
NEW YORK (AP) — The past year felt dismal for investors. Even worse, the gloom was all-encompassing.
Mutual funds of all types sank. Even those funds that are typically steadier during turbulent markets struggled through what became the worst year since the Great Recession for many investors.
NEW YORK (AP) — For holders of bond funds, the Federal Reserve is providing a reminder that even those buttoned-down, conservative investments carry some risk.
Bond prices fall as interest rates rise, and the Fed raised its benchmark interest rate by another quarter of a percentage point Wednesday. The central bank also said it may raise rates two more times this year, a faster pace than it indicated a few months ago.
NEW YORK (AP) — More and more retirement savers have their entire 401(k) account in just a single mutual fund, and investment advisers are fine with it.
Last year, for the first time, more than half of Vanguard's 4.6 million retirement account participants were invested in a single target-date retirement fund, according to an analysis by the mutual fund giant.
NEW YORK (AP) — Being cheap pays off when it comes to fund investing, and more investors are heeding the call.
NEW YORK (AP) — Brace yourself before checking how your funds performed in the first quarter, which officially ends Saturday. Many likely lost money.
After a years-long stretch when most mutual funds and exchange-traded funds powered higher quarter after quarter, investors are rediscovering the pain of volatility. The vast majority of funds have turned in losses for the first quarter after a rocky few weeks wiped out what had been the stock market's best start to a year in decades.
NEW YORK (AP) — Brace yourself before checking how your funds performed in the first quarter, which officially ends Saturday. Many likely lost money.
After a years-long stretch when most mutual funds and exchange-traded funds powered higher quarter after quarter, investors are rediscovering the pain of volatility. The vast majority of funds are on track to close the first quarter with losses after a rocky few weeks wiped out what had been the stock market's best start to a year in decades.
NEW YORK (AP) — Last year was a terrific one for nearly every stock investor as markets kept soaring higher. It was even better for one group that's among the most maligned on Wall Street.
Mutual fund managers who pick stocks have fallen out of favor after years of underperforming funds that passively track a benchmark, such as the S&P 500 index. Investors showed their displeasure by yanking hundreds of billions of dollars from actively managed funds.
NEW YORK (AP) — Why is just one of every 10 managers at the helm of U.S. mutual funds a woman?
Many reasons may be behind the disparity, but researchers at Morningstar say they have disqualified one as a possibility: performance. After measuring how 11,272 funds have fared since 2003, the researchers found no big, statistically significant difference in performance between those led by men, women or teams of mixed genders.
NEW YORK (AP) — Decades after she began investing, Diana Casey for the first time put money in mutual funds that favor companies with women in corner offices and otherwise aim to invest in a socially responsible way. Her inspiration? President Donald Trump.
NEW YORK (AP) — The end of the year can mean tax headaches for some mutual-fund investors, this year potentially more so than others.
Companies have started to warn investors of distributions they'll make by the end of December. For anyone with a fund outside a tax-advantaged account, these payments can trigger a tax bill, even if they never sold any shares themselves.
NEW YORK (AP) — Utopia is still in effect for fund investors.
Funds of all types again powered higher in the third quarter, as stocks and bonds around the world rose in unison. Not only did investors get strong returns from their funds, they also got them with remarkably few headaches along the way.
NEW YORK (AP) — It's easy to get lulled by the gentle and seemingly unstoppable ride higher that investors have been enjoying with almost all their funds. But it can't last forever.
NEW YORK (AP) — Take a bow, investors. It's never been cheaper to invest in funds, and it's largely because of you.
NEW YORK (AP) — It took a while, but investors are beginning to believe this bull can fly.
One of the greatest runs for the stock market in history is marking its eighth anniversary, and this time investors are joining the party. They're putting more dollars into mutual funds and exchange-traded funds that invest in U.S. stocks, a turnaround from earlier years, even though critics see a long list of reasons for caution.