Morningstar’s March Winners and Losers
Funds with Medalist ratings account for about 9% of funds sold in the U.S. and some 60% of assets under management.
Trust Company of America Launches ETF Trading Platform: Portfolio Products
In other product news, JPMorgan Municipal Income Fund receives “Socially Conscious” designation from Morningstar.
RIAs Now the Biggest Driver of ETF Asset Growth: Broadridge
A new report says fee-based RIAs have replaced institutional investors as the leading force behind the growing demand for ETFs.
What Clients Want, and What Advisors Think They Want
A new survey reveals several disconnects between the two.
Trump’s Policies: Market Impact vs. Economic Impact
They are not the necessarily the same, according to the head of risk at Horizon Investments.
ETF Securities Launches K-1 Free Commodity ETF Suite: Portfolio Products
In other product news, ProShares launches 3x and -3x Crude Oil ETFs.
Active Share II: A More Powerful Tool for Identifying Defensible Actively Managed Funds
While the fate of the DOL fiduciary rule is unclear under President Donald Trump's administration, its impact continues to be felt.
How to Use Active Share to Find High-Performing Mutual Funds
The co-creator of the active share measure discusses the three strengths a portfolio manager needs in order to outperform.
US Stocks ‘Deeply Overbought’: Russell
Is the stock market rally just more fake news?
Vanguard Does It Again: Trims Fees on 15 Fund Shares
The expense cuts affect the popular Wellington balanced fund and a group of active tax-exempt bond funds, representing investor savings of about $23 million.