Mutual Funds

Displaying 5317 results
INVESTING MUTUAL FUNDS MAR 07, 2018
Trump tariffs might not mean much for portfolios now

But investments could be affected if the president's move sets off a trade war

INVESTING MUTUAL FUNDS MAR 06, 2018
Fidelity names two execs to head $1 trillion equity division

Dual appointment feeds into talk that the investment firm is moving away from its star manager approach.

INVESTING RETIREMENT PLANNING MAR 06, 2018
Vanguard extends TDF dominance with 'unbelievable' growth

Its target-date assets have grown by $270 billion since 2015

INVESTING MUTUAL FUNDS MAR 05, 2018
Morningstar embraces artificial intelligence for fund ratings

Humans and machines will work together to rate more than 10,000 funds and ETFs.

INVESTING MUTUAL FUNDS MAR 03, 2018
International ETFs ready for takeoff

Global investing is hot, but here's what advisers need to know about a new wave of exchange-traded funds coming their way.

INVESTING MUTUAL FUNDS FEB 28, 2018
Fidelity unlikely to scrap star system

But adding a team approach reduces fund volatility — and possibly harassment claims.

INVESTING ETFS FEB 28, 2018
Smart-beta ETFs are hot for teachers

Well-known academics are signing up to advise asset managers on factors for smart-beta funds.

INVESTING MUTUAL FUNDS FEB 28, 2018
Ameriprise hit with enforcement action over expensive share classes

SEC has made a crackdown on high-fee funds a top priority, including a program for self-reporting failures.

INVESTING MUTUAL FUNDS FEB 27, 2018
Lipper awards: Vanguard the new victor

T. Rowe Price and American Funds clobber in target-date-fund categories.

INVESTING MUTUAL FUNDS FEB 27, 2018
Passive becomes the new active

With millions of indexes out there, a passive fund manager's choice of an index is an active decision.

INVESTING PRACTICE MANAGEMENT FEB 27, 2018
Full list of 2018 Lipper Fund Awards winners

An interactive list of all the funds honored, across all years of return and by category.

INVESTING ETFS FEB 26, 2018
Worried about rising rates? These ETFs may offer limited value

Few of the exchange-traded funds designed to cope with climbing interest rates are shining

INVESTING EQUITIES FEB 26, 2018
Fidelity may rein in star stock pickers

Firm considering move to team management approach, says Wall Street Journal.

INVESTING MUTUAL FUNDS FEB 23, 2018
The sunny side of rising rates

Returns on money funds and CDs could outpace inflation this year

INVESTING MUTUAL FUNDS FEB 23, 2018
Investing in bond funds when interest rates rise

As rates head higher, returns on cash can outpace returns on long-term bonds.

INVESTING ALTERNATIVES FEB 23, 2018
Is the REIT sell-off over?

Real estate investment trusts have gotten clobbered amid concerns about rising rates.

INVESTING MUTUAL FUNDS FEB 22, 2018
Stocks tremble, but savers cheer rising rates

Rates on money funds and CDs could outpace inflation this year.

INVESTING MUTUAL FUNDS FEB 21, 2018
Morningstar: Fund fees continue to fall

The reductions in fees are modest but continual.

INVESTING ETFS FEB 20, 2018
Investors pile into cash ETF

SPDR T-Bill ETF took in $580 million last week, tops among U.S. fixed-income products.

INVESTING RETIREMENT PLANNING FEB 20, 2018
Active TDF managers push to compete on fees

Fees are one of the most important metrics for advisers and plan sponsors when selecting TDFs.