Mutual Funds

Displaying 5317 results
Small-cap stocks unfazed by trade tensions
INVESTING MUTUAL FUNDS JUN 19, 2018
Small-cap stocks unfazed by trade tensions

But an all-out trade war could change everything

401(k) fund fees continue to fall
INVESTING RETIREMENT PLANNING JUN 19, 2018
401(k) fund fees continue to fall

Equity and bond fund fees down more than 45% from the early 2000s.

Should investment advisers be put on a pedestal when it comes to advice standards?
INVESTING MUTUAL FUNDS JUN 19, 2018
Should investment advisers be put on a pedestal when it comes to advice standards?

Former SEC chairwoman Elisse Walter says their fiduciary duty is largely about disclosing conflicts, not eliminating them.

INVESTING RETIREMENT PLANNING JUN 15, 2018
Fidelity cuts target-date fund fees

Competition is heating up among asset managers.

INVESTING MUTUAL FUNDS JUN 14, 2018
Cash floods into money market funds

Short-term debt funds are flourishing because they finally pay something.

INVESTING ETFS JUN 14, 2018
Fidelity hedges the Fed by expanding into factor-based bond ETFs

High-yield and low-duration strategies will seek specific investment outcomes.

INVESTING MUTUAL FUNDS JUN 12, 2018
Cash floods into money market funds

Short-term debt funds are flourishing because they finally pay something.

INVESTING MUTUAL FUNDS JUN 12, 2018
ETF fans, bulls versus bears, and booth people

Mellody Hobson of Ariel Investments was among the speakers at the conference.

INVESTING ETFS JUN 12, 2018
Advisers seek guidance on ETFs

Their questions involve how to fit exchange-traded funds into portfolios.

INVESTING RIAS JUN 11, 2018
Clock ticking for RIAs to self-report sales of high-fee mutual fund share classes

SEC offers favorable settlement terms through Monday to investment advisers who acknowledge they didn't use the lower-fee option available in a fund.

INVESTING ETFS JUN 08, 2018
Investors dump junk ETF

Exchange-traded fund that tracks short-term junk bonds has lost $1.5 billion over the last two weeks.

INVESTING EQUITIES JUN 07, 2018
Watch out for stock ETFs with the largest inflows

For advisers, checking monthly flows for stock funds might be a useful exercise.

INVESTING ETFS JUN 07, 2018
Focus on fiduciary boosts ETFs

Pricing transparency and the shift toward fee-based advice are benefiting exchange-traded funds, BlackRock executive says.

Funds like Magellan need gamblers like Bill Gross
INVESTING OPINION JUN 07, 2018
Funds like Magellan need gamblers like Bill Gross

The factors Magellan's manager uses to beat the index can be accessed more cheaply via ETFs.

INVESTING ETFS JUN 06, 2018
Glut of smart-beta ETFs is pushing issuers toward bonds

Launches of new equity exchange-traded funds have slowed as investors crowd into just a few products.

INVESTING EQUITIES JUN 05, 2018
Small-cap ETFs see surge in inflows

Trade reform, trade tiffs and strong dollar are all benefiting domestically oriented small-caps

INVESTING RETIREMENT PLANNING JUN 05, 2018
Vanguard: More than half of 401(k) participants invest solely in target-date funds

Annual report also finds voluntary and default savings rates are converging.

INVESTING EQUITIES JUN 05, 2018
Neil Hennessy: Active managers can grow their assets with acquisitions

Make an acquisition the same way that you'd buy a stock.

INVESTING RETIREMENT PLANNING JUN 04, 2018
Invesco sued for 'indiscriminately' loading 401(k) plan with in-house funds

At least 93% of the funds in the Invesco 401(k) plan are proprietary investments, according to the plaintiffs.

INVESTING EMERGING MARKETS JUN 01, 2018
International funds continue to disappoint

Rising dollar, falling Europe add to 2018 losses in May, but international funds are still a good relative value.