In the Margins
Some mutual funds have been getting weighed down so far this year by poor-performing financial stocks. Current valuations on large U.S. banks are factoring in “pessimistic, dire” scenarios that are unlikely to come true, says Emory Sanders, co-manager of the John Hancock Fundamental Large Cap Value Fund. Financial stocks in the S&P 500 declined 12.5% this year through Tuesday, while the broader index was down 6%. Read the original story from The Wall Street Journal.
Most Read
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 ...