MUTUAL FUNDS News & Analysis

Simon Conn of Investors Mutual says small caps are poised for a turnaround and there are three stocks that he likes right now. 

After 15 years, Vanguard is set to hand the top spot to iShares, thanks to active fund outflows.

Spark Infrastructure, CSL and Australian Pharmaceuticals among the names picked up between April and June.

Investors continued to rip money out of value funds even as performance improved.

Eventually, exchange-traded funds will eclipse managed funds and become the industry standard, writes John Rekenthaler.

Growth was the place to be through the covid-19 pandemic while value managers couldn't catch a break.

Performance may be the first thing many people look at when evaluating a fund, but it’s not the most important consideration, writes Karen Wallace.

They have the flexibility to unearth bargains and promising companies that passive strategies lack, a Morningstar study shows.

Large growth maintains its supremacy in the Morningstar Style Box during a volatile first half for mutual funds. 

Most retail investors don't know what their peers are doing. It’s difficult to engage in herd behaviour when you can't see the herd.