JKEPHART

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INVESTING EQUITIES MAR 24, 2013
The only category where active management is winning

International small-cap? Yes, international small cap

INVESTING MUTUAL FUNDS MAR 24, 2013
Fidelity heats up ETF battle, but some advisers grouse

Fido late last week substantially expanded its roster of commission-free ETFs. But some advisers are already criticizing the move. Jason Kephart reports.

INVESTING ETFS MAR 21, 2013
Fidelity doubles down on free ETFs

Will offer twice as many commission-free program with iShares

INVESTING EMERGING MARKETS MAR 20, 2013
Emerging markets too hot to handle, fund closures show

Expert warns that this is 'a wake-up call'

INVESTING EQUITIES MAR 20, 2013
What's wrong with this picture? Market up, fund inflows down

In the middle of a classic bull run, investors yanked money out of equity mutual funds.

INVESTING ETFS MAR 19, 2013
Low-vol ETFs on tear, but skeptics remain

Some say "easy sell' is just clever marketing

Seven-year losing streak? Active stock ETFs could change the game
INVESTING ETFS MAR 19, 2013
Seven-year losing streak? Active stock ETFs could change the game

Expected lower expense ratios would give stock pickers a leg up on index funds

INVESTING FIXED INCOME MAR 17, 2013
Puerto Rico's muni-bond risk bears watching, BlackRock managers say

Puerto Rico's munis represent the 'fattest tail risk' in the market, managers at BlackRock warn. The worry? If investors smell default, a run on the tax-free bonds could break out.

INVESTING ETFS MAR 17, 2013
ETFs offer no haven during a stampede

Exchange-traded funds' liquidity could be a double-edged sword

INVESTING ETFS MAR 17, 2013
High-yield bond ETF shorts touch record high

Investors have pulled approximately $1 billion from the two largest junk bond ETFs year-to-date