In a recent webcast, Dodd Kittsley, director of ETF strategy at Davis Advisors, sat down with Cinthia Murphy, director of ...

Investors in the top federal tax bracket who hold corporate bond funds can lose a large portion of their yield to taxes ...

[The “active” versus “passive” investment debate has raged for decades fueled by performance comparison reports like SPIVA, Alpha Architects, and many others chronicling how a large cross-section of ...

The debate between active and passive management has been going on for years. And while active management has faced headwinds over the past decade or so, it’s starting to reclaim dominance over ...

MFS Investment Management is credited with introducing the first mutual fund, the Massachusetts Investors Trust, in 1924. The industry’s heyday came in the 1980s and ’90s, when stocks soared and ...

The last decade has been a gift to passive index investors. U.S. large-cap equity enjoyed a great run beginning January 1, 2009, producing 14.7% in annualized returns in the S&P 500, an index that has ...

Investors have added money to actively managed exchange-traded funds in recent years, while pulling money from active mutual funds. That's largely because of ETF cost advantages, including lower ...

A year-long analysis of active mutual funds and ETFs reveals that just 33% outperformed their passive counterparts on an asset-weighted basis, down 14 percentage points year-over-year. US equity ...

Active ETFs have moved beyond their experimental phase and are rapidly becoming a central component of advisor portfolios. New data from regulators and asset managers point to the same conclusion from ...

Actively managed exchange-traded funds are a growing trend in the investment space. To that point, investors have pulled money from active mutual funds and sought out actively managed ETFs in recent ...