These 3 charts show the hedge fund risks investors worry will spoil the party

Hedge funds continued their momentum in 2025, delivering strong performance. But historically high correlations to the S&P ...
Nasdaq

Mutual Fund-to-ETF Conversions: The Wave of the Future in Four Charts

Since its beginning almost 30 years ago the ETF industry sees a new trend or product emerge every few years. From sector funds to commodity funds to fixed income funds to active funds to thematic ...
Morningstar

7 Charts on U.S. Fund Flows in the First Half of 2023

7 Charts on U.S. Fund Flows in the First Half of 2023 Funds seesaw back to inflows in June after a lackluster start to the year. Adam Sabban and Ryan Jackson, CFA Jul 17, 2023 ...
Morningstar

7 Charts on U.S. Fund Flows in September 2023

U.S. mutual funds and exchange-traded funds gave back $12 billion in September. It was the fifth month of outflows so far this year. While that doesn’t indicate that investors are running for the ...