Mutual Funds

Displaying 5317 results
Embracing the highs and lows of cannabis investing
INVESTING RIAS JUL 09, 2019
Embracing the highs and lows of cannabis investing

Momentum is on the side of legalization at the federal level

Morningstar emphasizes fees, performance in upgrade of fund ratings
INVESTING RIAS JUL 08, 2019
Morningstar emphasizes fees, performance in upgrade of fund ratings

Changes to forward-looking analysts' ratings could lead to more downgrades than upgrades

Cannabis ETFs face a 'day of reckoning'
INVESTING ETFS JUL 08, 2019
Cannabis ETFs face a 'day of reckoning'

The funds have returned more than 30% so far this year, but will investor enthusiasm wane?

Zombie ETFs liquidated at a record pace in first half
INVESTING ETFS JUL 03, 2019
Zombie ETFs liquidated at a record pace in first half

Defunct funds were a casualty of the fee war going in the market for exchange-traded funds.

Active managers putting pressure on index funds
INVESTING MUTUAL FUNDS JUL 01, 2019
Active managers putting pressure on index funds

Nearly half of all large-cap active funds are beating the benchmark this year.

American Century taps DFA vets for new factor-based business
INVESTING ALTERNATIVES JUN 26, 2019
American Century taps DFA vets for new factor-based business

Avantis Investors has an independent look, but has plenty of support from American Century

Bond ETFs nearing record inflows for first half
INVESTING ETFS JUN 26, 2019
Bond ETFs nearing record inflows for first half

Investors have poured $72 billion into fixed-income funds so far this year amid fears of a slowdown.

Should financial advisers be paying more attention to private equity?
INVESTING ALTERNATIVES JUN 24, 2019
Should financial advisers be paying more attention to private equity?

While Vanguard denies reports it is jumping into the space, there is appeal among some investors for noncorrelated fund options.

Fed signal sends advisers into fixed-income scramble
INVESTING RIAS JUN 21, 2019
Fed signal sends advisers into fixed-income scramble

Prospect of the first interest-rate cut in 10 years has some advisers fearing recession.

Weatherbie team turns Alger fund into a top performer
INVESTING MUTUAL FUNDS JUN 20, 2019
Weatherbie team turns Alger fund into a top performer

Portfolio manager Joshua Bennett tells InvestmentNews how the 'Weatherbie 50' helped the Alger SMid Cap Focus Fund find its groove.

4 things to look for when picking an ESG manager
INVESTING ESG JUN 19, 2019
4 things to look for when picking an ESG manager

The challenge is identifying which ESG products are leveraging meaningful data and analysis in a thoughtful way, consistent with the investor's philosophy.

Tax considerations when gifting stock
INVESTING MUTUAL FUNDS JUN 19, 2019
Tax considerations when gifting stock

Before gifting stocks to friends and family, investors and advisors should consider the tax implications.

DoubleLine CEO Gundlach sees golden opportunity to hedge market risk
INVESTING RIAS JUN 19, 2019
DoubleLine CEO Gundlach sees golden opportunity to hedge market risk

Slowing economy and a nervous Fed have advisers rethinking the controversial metal.

Tapping into the anomaly of low-volatility investing
INVESTING RIAS JUN 18, 2019
Tapping into the anomaly of low-volatility investing

Such strategies challenge the principles of risk and reward.

ETF traders push back against proposal for bond reporting lag
INVESTING ETFS JUN 17, 2019
ETF traders push back against proposal for bond reporting lag

Reducing transparency around corporate debt transactions could raise risks for ETF traders and boost costs for investors.

Target-date fund design may be wrong for retirees
INVESTING RETIREMENT PLANNING JUN 17, 2019
Target-date fund design may be wrong for retirees

Researchers suggest the funds don't adequately hedge against sequence-of-returns risk in retirement.

BlackRock: Focus on ETF quality, rather than cost
INVESTING ETFS JUN 13, 2019
BlackRock: Focus on ETF quality, rather than cost

Asset manager plans to roll out thematic funds based on five 'megatrends.'

As market indicators go, the president trumps everything
INVESTING RIAS JUN 06, 2019
As market indicators go, the president trumps everything

Quantifying news reports about Trump can help predict where markets are heading.

Price war expands as Fidelity cuts fees for target-date funds
INVESTING MUTUAL FUNDS JUN 05, 2019
Price war expands as Fidelity cuts fees for target-date funds

Total net expenses for 21 of firm's 22 index funds will be lower than that of similar Vanguard Group products.

'Dumb money' in ETFs isn't so dumb after all
INVESTING PRACTICE MANAGEMENT JUN 05, 2019
'Dumb money' in ETFs isn't so dumb after all

Retail investors have put money into the market every month since Trump was elected, ignoring trade tensions, the Mueller investigation and a host of other issues.