Small-cap value funds have soared 21.37% this year, vs. 2.66% for large-company growth funds, one of the largest disparities between U.S. diversified stock funds in recent memory.
If the president-elect rolls back the DOL fiduciary rule and spends trillions on infrastructure, old-style fund companies might make a comeback
While some bond strategies are eking out a modest return, a shift in thought toward taking distributions from a total return portfolio broadens advisers' options.
After a seven-year bull market, few funds have offsetting losses to reduce those gains. Expect the biggest distributions from small-cap funds.
On a tear before the election, the average fund is down 4.4% after it because of president-elect's rhetoric about countries like Mexico and China.
Edward C. Johnson III to become chairman emeritus.
Money flows out of bonds into stocks.
The bond market selloff is getting more serious, with some popular funds down nearly 20% since the summer.
