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Keyword: Fund performance

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Trading screen financial data in red. Selective focus.

Investors may correctly identify a trend, but they typically buy high, as well as pay higher fees

man calculates money. piggy bank and business documents on desk

Rules streamline fund reports, call for truth in advertising on fees

Focus on Mutual Funds Special Report

U.S. research finds that benchmarks matter in fund performance reporting

40556994 - close up image of stock market data on a computer monitor.

Most actively managed funds underperformed when the pandemic hit, research finds


A look at the growing market share of ETFs

stock market down

Plans saw a median return of 0.6% in Q1, according to CIBC Mellon

  • By: IE Staff
  • May 3, 2021 May 3, 2021
  • 15:00
finding money

Fund managers are eyeing rising inflation and the rotation to value as they adjust strategies after a challenging pandemic year

niche investment

Balanced mutual funds led the way

  • By: IE Staff
  • March 19, 2021 March 19, 2021
  • 14:52
Target hit in the center by arrow

Fund dealers were advised to examine their client reports for unusual or incorrect information

usiness graph with arrow showing profits and gains

Most active U.S. equity funds lagged benchmarks during crisis, research finds