Mutual Funds

Displaying 5317 results
6 big takeaways from Larry Fink's letter to shareholders
INVESTING MUTUAL FUNDS APR 12, 2019
6 big takeaways from Larry Fink's letter to shareholders

BlackRock's chairman and CEO thinks returns are tougher to find, the retirement crisis looms large and asset managers are far too focused on the short term.

SEC cracks down on ETF names that could be misleading
INVESTING ETFS APR 12, 2019
SEC cracks down on ETF names that could be misleading

More than a third of thematic exchange-traded funds that started last year tweaked their names during the regulator's approval process.

Who benefits the most from non-transparent ETFs?
INVESTING MUTUAL FUNDS APR 12, 2019
Who benefits the most from non-transparent ETFs?

Look past the opaqueness of the portfolio and think of them as better than mutual funds.

Betterment adds Dimensional Fund Advisors to its adviser robo
INVESTING FINTECH APR 11, 2019
Betterment adds Dimensional Fund Advisors to its adviser robo

Advisers will still need to get DFA's approval to access its mutual funds.

You won't believe how some advisers are hedging market risk
INVESTING RIAS APR 11, 2019
You won't believe how some advisers are hedging market risk

As the risk of a recession and market pullback mounts, some advisers taking risk completely off the table.

BlackRock wages secret fee war for junk-debt ETF investors
INVESTING ETFS APR 09, 2019
BlackRock wages secret fee war for junk-debt ETF investors

State Street and DWS Group have also quietly cut fees on high-yield bond ETFs.

ETF that doesn't reveal its assets poised to get SEC OK
INVESTING ETFS APR 09, 2019
ETF that doesn't reveal its assets poised to get SEC OK

Precidian Funds has been waiting four years for the agency's approval

Factor investing gets a reboot as ebbing demand bites at ETFs
INVESTING ETFS APR 05, 2019
Factor investing gets a reboot as ebbing demand bites at ETFs

ETF providers are trying to woo investors with all-in-one funds that pull together several factors.

Morningstar improving bond fund data reporting
INVESTING MUTUAL FUNDS APR 04, 2019
Morningstar improving bond fund data reporting

The change could impact how advisers construct fixed-income portfolios for clients.

Active managers stumble in March after hot start to 2019
INVESTING MUTUAL FUNDS APR 03, 2019
Active managers stumble in March after hot start to 2019

Their poor showing threatens to choke off the opportunity for active management to reassert itself after the market's meltdown late last year.

Alternative strategies earn their keep over six months of market extremes
INVESTING RIAS APR 03, 2019
Alternative strategies earn their keep over six months of market extremes

The key is looking beyond the broad category averages to focus on portfolio managers and the investment process

Looking beyond the S&P 500: Time to refresh portfolios, benchmarks
INVESTING EQUITIES APR 03, 2019
Looking beyond the S&P 500: Time to refresh portfolios, benchmarks

Investors should broaden their focus beyond large caps, and advisers should ensure that their clients benchmark their portfolios correctly.

How mid-cap growth funds owned the first quarter
INVESTING RIAS APR 02, 2019
How mid-cap growth funds owned the first quarter

Investors who stayed put during the fourth-quarter market meltdown were rewarded by mid-cap managers.

Demand for growth stocks produces record inflows for ETF
INVESTING EQUITIES APR 01, 2019
Demand for growth stocks produces record inflows for ETF

The SPDR Portfolio 500 Growth ETF took in nearly $630 million in March, the largest monthly inflow for the almost 19-year-old fund.

Some mutual fund investors might unwittingly already own shares of Lyft
INVESTING RIAS MAR 28, 2019
Some mutual fund investors might unwittingly already own shares of Lyft

Fidelity Investments bought into the ride-sharing company ahead of the upcoming IPO.

Latest price-war salvo pegs fees to low-risk performance
INVESTING RIAS MAR 28, 2019
Latest price-war salvo pegs fees to low-risk performance

Dallas-based asset manager road tests a fee model that might be too complex for some investors to grasp.

Vanguard poised to top BlackRock in first-quarter U.S. ETF flows
INVESTING ETFS MAR 27, 2019
Vanguard poised to top BlackRock in first-quarter U.S. ETF flows

Vanguard's exchange-traded funds have taken in $17 billion so far this year, while BlackRock has gathered $14 billion.

Bots are forging the next generation of index funds
INVESTING FINTECH MAR 26, 2019
Bots are forging the next generation of index funds

At least 20 funds now claim to use artificial intelligence as a building block.

BlackRock invests in pot stock
INVESTING MUTUAL FUNDS MAR 22, 2019
BlackRock invests in pot stock

Five of its funds are the largest institutional investor in Curaleaf, which recently struck a deal with CVS.

401(k) managed accounts becoming more diverse
INVESTING RETIREMENT PLANNING MAR 21, 2019
401(k) managed accounts becoming more diverse

Empower's new product lets advisers select the underlying investments.