Investors stepped up their target-date contributions in 2022. Net flows into target-date mutual funds totaled about $32.3 billion during the calendar year, a nearly 35% jump from the $24.0 billion ...

Target-date funds received $153.3 billion in net inflows in 2022, of which $121 billion flowed into collective investment trusts, with mutual funds receiving $32.3 billion, despite high market ...

With about $389.18 million in assets under management, Goldman Sachs Energy Infrastructure Fund Class P (NASDAQ:GAMPX) returned 21.37% in 2022. The fund invests at least 80% of its total holdings in ...

Mutual funds that own privately held companies have a unique opportunity that rivals that own only publicly traded companies do not: They can name their own prices for their private holdings. We’ve ...

Target-date funds for people in or near retirement saw their performance rebound last year – but not nearly enough to make up for the losses the products experienced in 2022. On average, target-date ...

A slight majority of actively-managed mutual funds that invest in U.S. large-cap stocks lagged the S&P 500 index again in 2022, struggling over the long term to beat the index, according to an annual ...

The U.S. economic performance, as indicated through stock markets, shows both resilience and caution. Investors found confidence after the Federal Open Market Committee (FOMC), led by Chairman Jerome ...

A parade of money managers who converted mutual funds into exchange-traded funds in a bid to ride rampant demand for the newer, easier-to-trade structures are discovering it may not be so simple to ...

You've assuredly heard of mutual funds, and it's a pretty good bet that you've heard of exchange-traded funds (ETFs), too. But how much do you know about closed-end funds (CEFs)? If the answer is ...

For the past seven years, Kat has been helping people make the best financial decisions for their unique situations, whether they're looking for the right insurance policies or trying to pay down debt ...

Crude oil prices skyrocketed in the first half of 2022 on supply concerns. Russia’s invasion of Ukraine and an unflinching OPEC+ that refused to raise production, and cut it instead, ensured that the ...