Mutual Funds

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As cash-back ETF hits funds market, signs of trouble appear
INVESTING ETFS MAR 20, 2019
As cash-back ETF hits funds market, signs of trouble appear

Index funds have exploded into a $7 trillion industry, but the sector now faces slower asset growth and declining revenue from fees.

Saudi Arabia global ranking boosted by ETFs in US, UK
INVESTING EMERGING MARKETS MAR 19, 2019
Saudi Arabia global ranking boosted by ETFs in US, UK

ETFs based in London and New York together attracted around $327 million in new money since January.

Goldman to buy S&P portfolio unit to boost ETF sales
INVESTING ETFS MAR 19, 2019
Goldman to buy S&P portfolio unit to boost ETF sales

Acquiring the Investment Advisory Services unit gives Goldman a way to market its ETFs via model portfolios.

ESG options scarce in 401(k) plans
INVESTING ESG MAR 16, 2019
ESG options scarce in 401(k) plans

There's growing interest among plan participants, but reluctance to add funds that take into account environmental, social and governance factors persists.

529 plans also miss the boat when it comes to ESG
INVESTING ESG MAR 16, 2019
529 plans also miss the boat when it comes to ESG

You'd think a 529 college savings program would be the perfect vehicle for environmental, social and governance causes, but things appear stalled.

ESG funds have never been cheaper as Vanguard sets off fee war
INVESTING ESG MAR 15, 2019
ESG funds have never been cheaper as Vanguard sets off fee war

BlackRock, Vanguard and DWS Group charge an average of $2 for every $1,000 invested, half the median fee for such funds in the U.S.

10 funds with the largest holdings of Boeing
INVESTING MUTUAL FUNDS MAR 14, 2019
10 funds with the largest holdings of Boeing

The aircraft manufacturer has seen its shares fall since two crashes involving its Max 737 planes.

Lipper plans ESG scoring system for mutual funds
INVESTING RIAS MAR 12, 2019
Lipper plans ESG scoring system for mutual funds

Citing the growing appeal of sustainable investing, Lipper aims set the bar for ESG ratings

Forget zero fees. This ETF is offering to pay investors
INVESTING ETFS MAR 12, 2019
Forget zero fees. This ETF is offering to pay investors

Salt Financial plans a low-volatility stock ETF that will give people 50 cents for every $1,000 they invest

JPMorgan rolls out cheapest-ever stock ETF
INVESTING ETFS MAR 11, 2019
JPMorgan rolls out cheapest-ever stock ETF

Bank will charge just 20 cents for every $1,000 invested, bringing the market a step closer to zero-fee ETFs.

SEC says 79 firms will return $125 million to clients as part of clemency program
INVESTING RIAS MAR 11, 2019
SEC says 79 firms will return $125 million to clients as part of clemency program

Agency offered incentives to advisers to turn themselves in.

Vanguard plans its first actively managed ESG fund
INVESTING ESG MAR 07, 2019
Vanguard plans its first actively managed ESG fund

Managed by Wellington, the fund will include 40 companies and bow midyear.

2019 Lipper Awards: Faith-based fund takes a starring role
INVESTING MUTUAL FUNDS MAR 07, 2019
2019 Lipper Awards: Faith-based fund takes a starring role

Annual awards recognize more than 300 funds for performance.

Interactive list of 2019 Lipper fund award winners
INVESTING MUTUAL FUNDS MAR 07, 2019
Interactive list of 2019 Lipper fund award winners

Full listing of all the funds honored, across all years of return and by category

10 things to know about TDFs
INVESTING RETIREMENT PLANNING MAR 06, 2019
10 things to know about TDFs

Teaser, 120-160 characters: If you're investing in a TDF, remember to choose your target date carefully.

Risk-averse investors push advisers to their creative limits
INVESTING RIAS MAR 06, 2019
Risk-averse investors push advisers to their creative limits

Financial advisers get creative to keep their conservative clients from losing ground to inflation.

Vanguard share of target-date fund market becoming 'obscene'
INVESTING RETIREMENT PLANNING MAR 04, 2019
Vanguard share of target-date fund market becoming 'obscene'

The fund giant has ridden the wave of investors seeking lower costs, primarily as a result of retirement-plan lawsuits.

Vanguard using ETF portfolios to turn advisers into life coaches
INVESTING ETFS MAR 01, 2019
Vanguard using ETF portfolios to turn advisers into life coaches

The portfolios give advisers more time for the increasingly important task of reassuring jittery clients.

Vanguard lowers fees on some ETFs
INVESTING ETFS MAR 01, 2019
Vanguard lowers fees on some ETFs

In the latest round of the ETF price war, Vanguard pushes cost of its S&P 500 ETF below that of similar offerings from BlackRock, State Street

Morningstar brings Pimco flagship fund down down a peg
INVESTING MUTUAL FUNDS MAR 01, 2019
Morningstar brings Pimco flagship fund down down a peg

The 32-year-old Pimco Total Return Fund, made famous by Bill Gross, is cut to three stars.