Unlock stock picks and a broker-level newsfeed that powers Wall Street. Upgrade Now Nasdaq - Delayed Quote • USD Franklin U.S. Small Cap Equity IS (LMBMX) Follow 11.39 +0.18 +(1.61%) At close: 8:01:27 PM EDT Related Mutual Fund News Stock, Bond ETFs React to Tariff News; VOO Hits Bear Market - Equities extended their losing streak as VOO, SPY hit bear market territory intraday. - Bond ETFs also dropped as Trump threatens more China tariffs. - Recession and interest rate hike fears pushed investors into buffer ETFs: Innovator. - NOTE: Clarifies seventh paragraph to say around $850 million in buffer ETFs were traded on Friday. ETF Flows Reach New Record: Q1 Brings In $296 Billion - ETFs amassed $296 billion in the first quarter of 2025, setting a new record. - European ETFs saw second-highest inflows ever amid tariff concerns. - Inflation-sensitive assets like gold drew major investment flows. VOO Has a Green Day but Closes Q1 Simply Red Stock ETFs struggled again while bond ETFs jumped and Goldman Sachs boosted recession odds. New IMF Study: Who's Calming Bond Market Volatility? A new IMF study finds that ETFs generally reduce bond market turbulence, but investor type determines if they help or hurt stability. Hennessy Funds Win Two Lipper Fund Awards for Strong Investment Performance Hennessy Funds announced that two of its mutual funds received 2025 Lipper Fund Awards in recognition of consistently strong risk-adjusted performance relative to their peers over periods of three or more years. Morgan Stanley Sees Opportunity in the European ETF Market The firm registered an ETF ICAV in Ireland last October. 3 Top-Ranked Mutual Funds for Your Retirement These three top-ranked, best-performing and well-managed funds can help you maximize your retirement portfolio returns. Make the Most of Your Retirement with These Top-Ranked Mutual Funds Adding these three top-ranked, best-performing, and well-managed mutual funds to your retirement portfolio could maximize your returns. 3 Great Mutual Fund Picks for Your Retirement Take advantage of these top-ranked, best-performing and well-managed mutual funds to maximize your retirement portfolio returns. Active ETFs Poised to Dominate: etf.com Survey The market cycle suggests active management will continue to gain traction. European ETF Insights: A Record-Breaking Month U.S. equity ETFs booked an all-time high €9.6 billion (approximately $10.2 billion) in inflows in October. Bond ETFs Spike Post-Inflation Data, but Traders Sell Bond ETFs pop and then drop as traders sell ahead of a potential December Fed rate cut. Expect More ETF Investment in Next 6 Months: etf.com Survey Both investors and financial advisors intend to add more ETFs to their portfolios, the latest etf.com Global Investor Survey found. The First Annual ETF Report: Global Investor Survey etf.com releases its first annual Global Investor Survey which gauges market sentiment, and investor attitudes towards ETFs across a range of wrappers and asset classes. Trump Presidency Puts Markets on Bullish Path Business-friendly regulations and disinflationary policies are believed to be on the agenda. Schwab Plans Actively Managed Bond ETF The ETF taps a trend toward actively managed fixed income with low fees. Vanguard Gets Bullish on High-Quality Bonds A strong third quarter puts the economy on track for a soft landing. Alphathena, etf.com Partner on Direct Indexing Content The collaboration aims to expand access to personalized investment strategies. Fixed Income Funds Outperform in H1 2024: SPIVA The report found that the higher interest rate environment has produced fertile ground for active management. etf.com’s New ETF Pulse Tool: What It Is, How It Works Gain valuable insights into ETFs based on fund flows and performance trends. Performance Overview Trailing returns as of 4/9/2025. Category is Small Blend. Return LMBMX Category YTD -8.43% +20.19% 1-Year -5.86% +60.18% 3-Year +2.59% +11.32%