Hampton: So you have covered mutual funds for a long time. What is the state of the mutual fund industry today? Kinnel: I think it’s pretty good. In some ways it hasn’t changed, but it’s changed in ...
WASHINGTON, Nov. 12, 2025 /PRNewswire/ -- Over the past two decades, mutual fund ownership has risen among middle-income households, according to new data from the Investment Company Institute (ICI).
Thanks, Bryan, for joining me today. So, your team looked at fund fees over a long period. Can you tell us what you found? What are some of the highlights? Bryan Armour: In the last 20 years, we’ve ...
-- These are the 10 fund-management firms that lost the most money in the past decade. You'll never guess No. 1. Dear Loyal Mutual Funds Weekly Readers: Thank you for making Mutual Funds Weekly a part ...
The US federal government’s Thrift Savings Plan ended April 2024 with $872 billion in assets serving more than 7 million participants—or one in every 25 workers in the United States. Our series of ...
It can sometimes seem like there’s an endless number of mutual funds for you to invest in. But not all of them are a right fit for your portfolio—and some aren’t worthy investments at all. The real ...
Dimensional Fund Advisors has long straddled the divide between actively managed funds and index-tracking strategies. Now the 43-year-old company is riding the growing wave of investor interest in ...
Tens of thousands of investors will gather in Omaha this week for Berkshire Hathaway’s BRK.B annual shareholder meeting, the first since the November 2023 death of chairman Warren Buffett’s longtime ...
Your portfolio might not be as diversified as you think. The US market has been dominated by a group of mega-cap tech stocks known as the Magnificent Seven. These giants have delivered strong returns, ...
Ocean Park Mutual Funds has a ways to go to become an industry-standard steward, resulting in a Low Parent Pillar rating. Fees on the firm's open-end and exchange-traded funds are a weakness, ...