The nonprofit world is full of organizations that repeatedly hire fund raisers who don’t have the skills to do their jobs and then let them go because they do a poor job, writes Mark J. Drozdowski in ...

The average dollar invested in U.S. mutual funds and ETFs earned 6.3% per year during the 10 years ending Dec. 31, 2023, which was about 1.1 percentage points less than the funds performed during the ...

Over the 10 years ended May 31, 2025, do you know what separated the leading and lagging active large-blend funds? It was 1.6% per year, which is the difference between the return of the funds at the ...

Many mutual funds underperform their benchmarks; analyzing individual holdings is crucial for forward-looking fund ratings. Hartford Schroders US MidCap Opportunities Fund holds lower-quality stocks, ...

There are ten funds shown in this chart, and of those ten, only three have a lower yield than the Credit Suisse High Yield Bond Fund. As such, it is immediately apparent that the current yield of this ...

A fee-only financial advisor for both retirement plans and individuals, Roger Wohlner worries that target date funds—which invest in a mix of assets with the aim of reducing equity exposure as ...

It’s tempting to invest in the most popular funds. They’ve probably had at least a decent performance and the mystique that can go with that. And, by definition, they’ve drawn in other investors, ...

We recently published our annual Mind the Gap research on investor returns. Below is an excerpt from Jeff Ptak’s report. I followed this up (starting with The Best and Worst Investor Return Gaps) by ...

After commencing a discussion on Flexi Cap Funds in the last column, let us now turn the spotlight on some of the larger funds from this category and how they have performed over time frames of 6 ...

Among the innovations of the new One Big Beautiful Bill Act is handing huge sums to the Pentagon without asking for justification in advance or offering clear direction for their expenditure. Some may ...

Multistrategy hedge fund firm Balyasny Asset Management is joining the ranks of hedge funds Tiger Global and Coatue Management by launching a dedicated venture capital vehicle, Atlas Growth. It will ...

NEW YORK/HOUSTON (Reuters) - Energy fund managers took heavy losses last year with wrong-way bets on the prices of oil and natural gas, leading to a wave of closures in the volatile fund sector. The ...