In the Margins
Investors poured an industry record $236 billion into Vanguard Group in 2015, the largest annual flow of money to a mutual fund company, according to Morningstar. The previous annual record also was set by Vanguard, in 2014 when it attracted a net $214.5 billion. Read the original story from The Wall Street Journal.
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Fund industry litigators and others are watching an expansive class-action lawsuit filed recently against an interval fund that has been scheduled for liquidation since mid-2023, certain ...
Dimensional Fund Advisors is preparing to launch exchange-traded fund share classes of a selection of its open-end mutual funds in the early part of 2026, and ...
The very first independent chair we profiled for FBV was Leigh Wilson at Victory Funds, for our A Seat at the Table section. Victory Capital Management had recently redefined itself ...
The Securities and Exchange Commission's move earlier this week to greenlight Dimensional Fund Advisors' plan to offer ETF share classes of its mutual funds is likely ...