Some fund providers are converting mutual funds to ETFs to offer more tax-efficient investments. Generally, these conversions are a step in the right direction for investors. Relatively little effort ...

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).

How Mutual-Fund-to-ETF Conversion Works What to Consider Benefits of ETF Conversion A Harsh Reality for Active Managers What Does The Fund Conversion Trend Mean for the Future? How Mutual-Fund-to-ETF ...

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 ...

On Thursday, July 13, 2023, Dimensional Fund Advisors took another big step to advance its presence in the exchange-traded fund market. The firm filed a request with the SEC that, if approved, would ...

Target-date strategies continue to be the go-to retirement savings vehicle for US workers, with over $4 trillion in assets invested in these investments at the end of 2024. That’s larger than all but ...

American Funds Washington Mutual’s seasoned crew plies a time-tested approach, earning High People and Above Average Process ratings. While the team has seen a few changes this year, it remains strong ...

Round-Tripping It's possible that the mutual fund industry was at its best in the 1950s, as Jack Bogle often suggests. In those innocent times, before the excesses of the Go-Go 1960s and the 1970s' ...

Too Good to Be True The claims made for exchange-traded funds have probably raised your suspicions. Value is good. Momentum is good. Profitability is good. Dividends are good. Fundamental weightings ...

Morningstar’s take on what to expect from the industry giant this year, the manager change at Vanguard Dividend Growth, and performance in 2023. The last two years for the market, value was doing ...

Ocean Park Mutual Funds lags peer asset managers in a number of stewardship qualities, resulting in a Low Parent Pillar rating. Ocean Park Mutual Funds open-end and exchange-traded products are ...

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 ...