The Best Performing Mutual Funds in Each Category and How to Find Them

When putting together an investment portfolio, whether for yourself or on behalf of a client, finding “best of breed” mutual funds is a worthwhile and pivotal exercise. As the universe of mutual funds continues to expand, better performing funds with optimized strategies and lower fees are always emerging. So how can advisors and investors find … Continued

September Slump Cools Investor Expectations: Fund Flows in Q3 2020

While the COVID-19 pandemic drove both equity and fixed income lower in the first quarter of 2020, a broad recovery took hold in the second and third quarters. Similarly, mutual fund flows continue to move toward bonds in record numbers. The chart below shows that through the end of Q3 2020, the S&P 500 Total … Continued