Mutual Funds

Displaying 5318 results
High-frequency traders offer three solutions to solve ETF trouble when volatility spikes
INVESTING ETFS SEP 25, 2015
High-frequency traders offer three solutions to solve ETF trouble when volatility spikes

Remedies include clarifying rules for canceling trades, loosening short-selling restrictions and protecting small investors by restricting some orders.

Financial advisers get more tools for navigating the liquid alts space
INVESTING EQUITIES SEP 25, 2015
Financial advisers get more tools for navigating the liquid alts space

Stock market volatility drives up the appetite for alternative strategies.

SEC seeks to prevent damage from runs on mutual funds, ETFs
INVESTING PRACTICE MANAGEMENT SEP 25, 2015
SEC seeks to prevent damage from runs on mutual funds, ETFs

New liquidity rules would require mutual funds and ETFs to develop risk management programs and allow for 'swing pricing.'

Schwab adds 18 more funds to its commission-free ETF platform
INVESTING ETFS SEP 25, 2015
Schwab adds 18 more funds to its commission-free ETF platform

Schwab's fund platform is expanding to 198 the number of ETFs that trade without commissions.

The Fed tosses out another teaser that rates could still be hiked this year
INVESTING EQUITIES SEP 24, 2015
The Fed tosses out another teaser that rates could still be hiked this year

<i>Breakfast with Benjamin</i>: If you can believe it, Janet Yellen is still teasing the markets with the idea of rate hike this year.

It's not too early to start preparing for mutual fund capital gains taxes
INVESTING EQUITIES SEP 23, 2015
It's not too early to start preparing for mutual fund capital gains taxes

<i>Breakfast with Benjamin</i>: If you thought 2014 was a rough year for mutual fund capital gains taxes, you might want to start adjusting those portfolios to avoid a repeat.

New ETFs make slicing up the S&P by sector easier
INVESTING EQUITIES SEP 23, 2015
New ETFs make slicing up the S&P by sector easier

The trick is knowing when and where to move in or out.

Best-performing ETF of last 10 years is up 420%
INVESTING ETFS SEP 22, 2015
Best-performing ETF of last 10 years is up 420%

Topping the list of the best-performing exchange-traded funds of the past 10 years is the PowerShares Dynamic Pharmaceuticals Portfolio, with an eye-popping return of 420%.

Goldman Sachs faces stiff competition as it breaks into hot ETF market
INVESTING ETFS SEP 21, 2015
Goldman Sachs faces stiff competition as it breaks into hot ETF market

With the $3 trillion in exchange-traded funds worldwide expected to double by 2020, the powerful bank is preparing to launch its first line of them.

Successful go-anywhere bond funds kept bets in check – but was performance due to skill or luck?
INVESTING ALTERNATIVES SEP 21, 2015
Successful go-anywhere bond funds kept bets in check – but was performance due to skill or luck?

New analysis suggests the difference between top and bottom unconstrained funds was Treasury exposure and the effectiveness of the manager's market timing.

INVESTING MUTUAL FUNDS SEP 20, 2015
Exit fees in times of market stress: A solution in search of a problem

Allowing mutual funds to flip a switch and turn on exit fees for investors on a moment's notice seems reactionary and short-sighted.

First Goldman Sachs ETFs are cheaper than some from Vanguard
INVESTING EQUITIES SEP 17, 2015
First Goldman Sachs ETFs are cheaper than some from Vanguard

New ActiveBeta funds, which try to beat the market, give Goldman a foothold in ETFs.

ETFs in spotlight as exchanges, regulators seek fix after August volatility
INVESTING ETFS SEP 17, 2015
ETFs in spotlight as exchanges, regulators seek fix after August volatility

Rules governing markets need to be updated because they aren't designed to cope with the proliferation of exchange-traded funds: BATS CEO.

INVESTING EQUITIES SEP 17, 2015
Market-cap-weighted ETFs: Not always what they're cracked up to be

The strategy can help deliver gains when times are good but can damage the diversification investors often blindly rely on when allocating to many index-based ETFs.

Jeffrey Gundlach's DoubleLine opens its first alternatives fund
INVESTING ALTERNATIVES SEP 17, 2015
Jeffrey Gundlach's DoubleLine opens its first alternatives fund

In a year when its peers lost 15% investing in commodities, DoubleLine wades in with a long-short strategy.

INVESTING MUTUAL FUNDS SEP 16, 2015
Mutual funds could charge for withdrawals during periods of high volatility under SEC proposal

Mutual funds may be able to charge their investors who rush to cash out during periods of market stress under a rule being considered by the SEC.

INVESTING ETFS SEP 16, 2015
Advisers remain loyal to American Funds through ups and downs

The unshakable fealty of financial advisers is starting to pay off for American Funds in the wake of historic sales declines.

J.P. Morgan turns to Schwab to sell passive funds
INVESTING ETFS SEP 15, 2015
J.P. Morgan turns to Schwab to sell passive funds

J.P. Morgan Asset Management, <a href=&quot;http://www.investmentnews.com/article/20150115/FREE/150119961/j-p-morgan-funds-garner-most-dollars-from-advisers-morningstar&quot; target=&quot;_blank&quot;>the top-selling stock-picking fund manager for the past two years</a>, is getting help selling its index-tracking ETFs from Charles Schwab.

Dimensional, John Hancock in partnership to build their first ETFs
INVESTING EQUITIES SEP 14, 2015
Dimensional, John Hancock in partnership to build their first ETFs

The factor-based investor popular with financial advisers will build indexes for John Hancock funds.

INVESTING MUTUAL FUNDS SEP 11, 2015
Franklin Templeton billionaire escapes contentious lawsuit

The billionaire who built Franklin Templeton survived a lawsuit by the son of an early investor who said he was cheated out of a stake in the firm worth $136 million. But the company will still have to defend itself in court.