Mutual Funds

Displaying 5317 results
INVESTING EMERGING MARKETS AUG 18, 2017
Mutual fund class of 2016 gets boost from international investments

Fund sponsors followed flows, which led to a reasonably happy outcome for many.

INVESTING EMERGING MARKETS AUG 16, 2017
International investing: How to set an allocation you — and your clients — can live with

International mutual funds and ETFs are on a roll. Is it time to get in or get out?

INVESTING EMERGING MARKETS AUG 16, 2017
ETFs making emerging markets vulnerable to sudden outflows: Citi

The $244 billion invested in emerging-market ETFs is about 19 percent of the total invested in emerging-market mutual funds, according to the firm.

INVESTING RETIREMENT PLANNING AUG 15, 2017
How to select the right TDF for a 401(k) plan

A fiduciary process involves a full understanding of what should be done, rather than what can be done.

INVESTING MUTUAL FUNDS AUG 15, 2017
Eduardo Repetto to leave Dimensional Fund Advisors

Gerald O'Reilly, currently co-CIO, will take over as co-CEO with David Butler.

INVESTING PRACTICE MANAGEMENT AUG 14, 2017
FSC Securities to pay $592,000 for failure to supervise leveraged ETFs

The Financial Industry Regulatory Authority Inc. and FSC Securities last Thursday announced that the firm will pay a $100,000 fine and $492,000 to clients.

INVESTING EQUITIES AUG 10, 2017
Investors pour money into bonds, international in July

U.S. stocks? Not so much.

INVESTING MUTUAL FUNDS AUG 08, 2017
Wallace Weitz: What it's like to be a value investor in a growth market

Long/short fund up 10% with big short position.

INVESTING MUTUAL FUNDS AUG 04, 2017
Vanguard welcomes fee wars with rivals Fidelity and BlackRock

Vanguard's incoming chief executive officer said the company will keep lowering fund expenses as it grows.

INVESTING MUTUAL FUNDS AUG 04, 2017
5 balanced funds have managed to beat the S&P 500 in the past decade

Balanced funds can make a nice proxy for the virtues of a diversified portfolio.

INVESTING ETFS AUG 03, 2017
Fiduciary rule will top agenda for new head of SEC's Division of Investment Management

David Grim steps down after two-decade career at agency; new leader has not been named.

INVESTING RIAS JUL 31, 2017
Fidelity Investments fires another salvo in the fee wars

Mutual fund company announces fee cuts to 14 of its stock and bond index funds, claiming they have less expensive comparable funds than archrival Vanguard.

INVESTING PRACTICE MANAGEMENT JUL 26, 2017
FS Investments promotes Mike Kelly to president

Will retain role as chief investment officer.

INVESTING MUTUAL FUNDS JUL 25, 2017
Vanguard winning at bond inflows, too

But iShares is strong competition.

INVESTING MUTUAL FUNDS JUL 24, 2017
Morningstar: Advisers are overreacting to fund manager changes

Study finds little negative impact on returns when management of a fund changes.

INVESTING MUTUAL FUNDS JUL 20, 2017
Time to remind clients about taxes

No matter what tax reform Congress enacts, funds will still feel a bite

INVESTING RETIREMENT PLANNING JUL 19, 2017
Shifting DCIO distribution offers opportunity for 401(k) advisers

Some asset managers traditionally focused on selling through advisers are bypassing them to go directly to 401(k) plan sponsors.

INVESTING EMERGING MARKETS JUL 19, 2017
How to Invest for the Rest of 2017: Our Mid-Year 2017 Outlook

INVESTING MUTUAL FUNDS JUL 14, 2017
Activists add tailwinds to closed-end funds

Persistent discounts have often caught the eye of activist investors

INVESTING MUTUAL FUNDS JUL 13, 2017
A shares live on, despite some hefty upfront sales charges

Most of the funds are top performers in their categories over the past five years.