Recent research explores the link between mutual fund flows and Morningstar ratings, specifically the Morningstar Analyst Rating. This rating, based on factors such as People, Process, Parent, Price, ...

2025 remained a roller coaster ride for Indian equities, with global trade tensions and geopolitical risks weighing on sentiment. Despite this, the mutual fund industry continued to reach new ...

Thomson Reuters Lipper's fund asset groups (including both mutual funds and ETFs) had net-negative flows of approximately $10.5 billion for the fund-flows week ended Tuesday, July 3. All the asset ...

Fund flow shows the net cash flow that investors invest, or divest, from a fund. Fund flows can be analyzed in broader fund categories like asset class or market sector. Fund flows are created when a ...

Forbes contributors publish independent expert analyses and insights. Many investors achieve their investment goals using just mutual funds because of their breadth of options, relatively low costs ...

The Securities and Exchange Commission is close to allowing dozens of asset managers to blur the lines between exchange traded funds and mutual funds, in a move that would give investors more choice ...

Investors and retirement savers who want to own broad swaths of the stock and bond markets often face a choice: Do they want to buy time-honored mutual funds, or upstart exchange-traded funds? If ...