Despite the recent roller-coaster ride, thematic funds appear to take root. The Thematic Fund Landscape in 7 Charts | Morningstar Morningstar brands and products ...

Wall Street is feverishly embracing private markets and Vanguard, like other giant money managers, wants a foothold in this ...

Fund-of-funds portfolios can provide exposure to exotic assets and investment strategies, but can come with prohibitive fees ...

In 1975 Jack Bogle set up Vanguard in the town, launching the first index-tracking funds for ordinary savers soon after, with ...

Over the past 20 years, expense ratios among all funds — including both passive and active — have been trending downward. According to Morningstar's 2020 U.S. Fund Fee Study, the asset ...

The general rule for financial advisor fees is about 1%. More specifically, according to a 2019 study by RIA in a Box, the average financial advisor firm fee is equal to 1.17% of assets under ...

Picking stocks can be exhausting, especially when you don’t have the same access as market pros. So why not let the ...

In 2023, the main hedge fund at billionaire Dmitry Balyasny’s eponymous firm notched a gross return of 15.2%. Investors walked away with a gain of just 2.8%. The rest they paid in fees — more ...

This equates to obviously $1,000 per $100,000 of assets or $10,000 of fees per $1,000,000 of assets. Trading fees, mutual fund management fees and exchange-traded fund management fees also add up.