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 ...

In the world of mutual funds, tech is still king. But how long will its reign last? For many financial advisors, that's the question prompted by the latest data from Morningstar Direct, the research ...

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, ...

Blend funds, also known as hybrid funds, aim for value appreciation through capital gains. They owe their origin to a graphical representation of a fund’s equity-style box. In addition to ...

Now that 2024 has begun, we have a clearer picture of which investments did well in 2023. And in terms of mutual funds, it was another year in the reign of tech. According to the latest data from ...