Money Matters
Balanced mutual funds—those classic “60 percent stocks / 40 percent bonds” workhorses—still command more than US $1.7 trillion in American retirement accounts, yet many advisers say the category feels tired.…
When BlackRock rolled out the iShares Active Artificial Intelligence ETF (ticker BAI) back in February 2024, the offering looked like a boutique sidecar. Assets totaled just $38 million after the…
Ever since Dimensional Fund Advisors pulled off its high-profile 2021 conversion, fund lawyers have looked for ways to mass-migrate entire mutual-fund line-ups into exchange-traded wrappers. Until now, those plans were…
When target-date funds (TDFs) debuted in the late 1990s, portfolio designers assumed most retirees would tap accounts for 25 years, give or take. Fast-forward to 2025: new actuarial tables estimate…
The June quarter ended with the S&P 500 clocking a healthy 8 percent total return, yet a handful of Morningstar Gold-rated funds quietly did even better. Their success was no…
📊 Most-Bought Funds on Interactive Investor Interactive Investor publishes a monthly ranking based on number of buys across its platforms. For July 2025, the most popular funds were: Notable active…
According to industry data from Morningstar, Investment Company Institute (ICI), and fund trackers such as Lipper, the U.S. long-term mutual fund space experienced net outflows totaling $11.6 billion in July,…