Summer Brings $54.6B in Active Equity Fund Outflows: Morningstar
Still, two fund groups are attracting assets to both their passive and active products, the research group says.
Another Bad Month for Active Funds: Morningstar
With active U.S. equity suffering its largest monthly outflow since October 2008, some fund families feel the pain.
Vanguard, the Unlikely Savior of Active Management
The Bogle-founded firm, the champion of passively managed funds, has provided a blueprint for actively managed funds.
Vanguard Attracts Record New Money as Investors Flock to Passive
The firm had $148 billion in inflows in first six months of 2016; some rival managers struggle to compete for client cash.
Fidelity Fires Latest Shot in Index Fund Fee War
Fidelity's cut to expense ratios on 27 index funds comes several months after Vanguard announced a round of expense cuts.
Passive Funds Trounce Active Rivals in May: Morningstar
Meanwhile, PIMCO has a bit of good news as investors move into fixed income products.
Morgan Stanley Files to Launch ETFs
The wirehouse plans to introduce both passive and active products, according to SEC registration documents.
American Funds Tops Fidelity as No. 2 Mutual Fund Family
Morningstar says that, as of April, there is a change in the second-largest fund group.
Ladenburg Thalmann Rolls Out Robo-Advisor
Reps in Ladenburg’s network, which includes Securities America, Triad, Investacorp and other IBDs, can offer automatic investing to clients with as little as $500.
401(k) Plan Re-enrollment Lowers Investor Costs: Vanguard Case Study
What happens when plan sponsors move employees to target-date funds? Vanguard tracked a $1.2 billion plan that conducted a re-enrollment to find out.