Mutual Funds

Displaying 5317 results
Vanguard social-investing error prompts funds to check controls
INVESTING ESG AUG 22, 2019
Vanguard social-investing error prompts funds to check controls

The mishap raises new questions about how ETF managers monitor the indexes that underlie their portfolios.

S&P 500 ETF separates truth from turbulence
INVESTING EQUITIES AUG 21, 2019
S&P 500 ETF separates truth from turbulence

The trading volume on SPY can serve as a decent leading indicator for equities.

Finra fines former Morgan Stanley rep for impersonating a client
INVESTING MUTUAL FUNDS AUG 20, 2019
Finra fines former Morgan Stanley rep for impersonating a client

To transfer retirement funds, John Tillotson faked identity in call to mutual fund company.

Faith-based funds attract loyal investors
INVESTING RIAS AUG 20, 2019
Faith-based funds attract loyal investors

It turns out negative screens aren't necessarily a drag on funds' performance.

Stock volatility spurs worst run of ETF withdrawals in six months
INVESTING EQUITIES AUG 19, 2019
Stock volatility spurs worst run of ETF withdrawals in six months

Almost $18 billion exited U.S.-listed equity ETFs over the past three weeks.

Cost to play bigger role in investment recommendations
INVESTING LIFE INSURANCE AND ANNUITIES AUG 19, 2019
Cost to play bigger role in investment recommendations

Large firms are well-situated to comply with the cost standards in the SEC's Reg BI given changes they made to prepare for the DOL fiduciary rule.

Why Pimco fixed-income fund fell as long bonds rallied
INVESTING MUTUAL FUNDS AUG 19, 2019
Why Pimco fixed-income fund fell as long bonds rallied

Fund's performance reflects its duration and its holdings of mortgage-backed securities.

Falling rates expose duration risk in bond funds
INVESTING MUTUAL FUNDS AUG 16, 2019
Falling rates expose duration risk in bond funds

Double-digit returns on bond funds embracing longer durations can turn on a dime if interest rates start climbing.

Volatility reignites debate about market timing
INVESTING RIAS AUG 15, 2019
Volatility reignites debate about market timing

Advisers shrug off the threat of an imminent recession

Franklin Templeton fund biggest loser as Argentine assets plummet
INVESTING EMERGING MARKETS AUG 14, 2019
Franklin Templeton fund biggest loser as Argentine assets plummet

Large funds from Ashmore and Fidelity also suffered.

Decision on Bitcoin ETF put off again by SEC
INVESTING MUTUAL FUNDS AUG 13, 2019
Decision on Bitcoin ETF put off again by SEC

Regulator delayed verdict on two applications until October.

Vanguard put shares of gun maker in a gun-free ETF
INVESTING ESG AUG 12, 2019
Vanguard put shares of gun maker in a gun-free ETF

Mistake occurred in the FTSE index the ETF tracks; Vanguard says it is considering additional controls.

Veteran small-cap manager navigates market cycles with a basic philosophy
INVESTING EQUITIES AUG 07, 2019
Veteran small-cap manager navigates market cycles with a basic philosophy

Robert Bergson of Northern Trust Asset Management embraces bottom-up stock picking and usually beats his peers.

Fidelity draws adviser wrath with 1.9% cash offer
INVESTING RIAS AUG 07, 2019
Fidelity draws adviser wrath with 1.9% cash offer

The high-yield default account sparked kudos then displeasure on Twitter when adviser Michael Kitces realized it doesn't apply to existing clients.

How are low-volatility funds weathering the market turmoil?
INVESTING EQUITIES AUG 06, 2019
How are low-volatility funds weathering the market turmoil?

Some defensive strategies are beating the market in good and bad times.

CFRA bulks up ETF research with acquisition of First Bridge
INVESTING ETFS AUG 05, 2019
CFRA bulks up ETF research with acquisition of First Bridge

The deal gives the investment research firm its own source of ETF data.

Advisers say go for the gold as the perfect hedge for trade-war fears
INVESTING RIAS AUG 05, 2019
Advisers say go for the gold as the perfect hedge for trade-war fears

Gold was up nearly as much as the S&P 500 was down in mid-day trading Monday.

Franklin Templeton to build asset-class agnostic ETF
INVESTING ETFS AUG 02, 2019
Franklin Templeton to build asset-class agnostic ETF

Fund will use quantitative models to select investments from different asset classes.

ETF trading spikes to 2019 highs as Trump, Fed rattle stocks
INVESTING EQUITIES AUG 02, 2019
ETF trading spikes to 2019 highs as Trump, Fed rattle stocks

More than $42 billion worth of trading occurred in the SPDR S&P 500 ETF Thursday.

Hundreds of conventional funds add 'ESG' to prospectus just in case
INVESTING ESG AUG 01, 2019
Hundreds of conventional funds add 'ESG' to prospectus just in case

Trend is seen as part marketing and part endorsement of ESG's investment benefits.