That sums up the performance of many actively managed mutual funds against their benchmark indexes in 2022, according to the S&P Dow Jones Indices year-end SPIVA scorecard released Tuesday. Among US ...

TNA in the conventional funds business rose 4.41%, climbing $955.5 billion from Q3 2022 to slightly more than $22.629 trillion for Q4 2022. The developed international markets funds macro-group ...

With about $389.18 million in assets under management, Goldman Sachs Energy Infrastructure Fund Class P (NASDAQ:GAMPX) returned 21.37% in 2022. The fund invests at least 80% of its total holdings in ...

Mutual funds that own privately held companies have a unique opportunity that rivals that own only publicly traded companies do not: They can name their own prices for their private holdings. We’ve ...

Investors stepped up their target-date contributions in 2022. Net flows into target-date mutual funds totaled about $32.3 billion during the calendar year, a nearly 35% jump from the $24.0 billion ...

Exchange-traded funds had $7.2 trillion of U.S. investor assets through September. Investors, in aggregate, have been putting more money into ETFs each year than in mutual funds. ETF market share ...

This year’s bear market isn’t keeping the flow of capital into exchange-traded funds from rising to historically high levels, even if inflows have slumped from 2021. At the end of November, ...

2022 was a year when simply achieving a positive return in the stock market was an accomplishment. As of December 19, the S&P 500 had posted a 19% year-to-date loss, on track for its worst annual ...

In April’s tariff-driven market turbulence, investors yanked roughly $60 billion from fixed-income mutual funds, while bond ETFs overall weathered the storm. A modest $10 billion of cash was injected ...

A DSP MF study reveals that 56% of women now make independent investment decisions, reflecting increased financial confidence and awareness.