Mutual Funds

Displaying 5317 results
INVESTING MUTUAL FUNDS MAR 06, 2017
Judge orders advisory firm to give up Ariel name

Ariel Investments wins trademark suit against small Florida RIA with same name.

INVESTING EQUITIES MAR 03, 2017
Post-election confidence leads to gains for domestic stock funds

SPDR S&P 500 sees biggest inflow since 2014.

INVESTING MUTUAL FUNDS MAR 03, 2017
Bill Gross' Pimco successor, Dan Ivascyn, is on a hot streak

The Pimco Income Fund returned 10.6% in the past 12 months alone and investor money is now pouring in at a pace unseen by any other actively managed stock or bond fund

INVESTING RETIREMENT PLANNING MAR 02, 2017
Taking value into account could improve target-date results: study

INVESTING MUTUAL FUNDS MAR 01, 2017
TD Ameritrade jumps into pricing battle with Fidelity and Schwab

TD is cutting online brokerage commissions to $6.95 from $9.99.

INVESTING MUTUAL FUNDS FEB 24, 2017
Vanguard cuts expense ratios — again

The firm cut fees on 68 mutual fund and ETF shares, marking the third time in three months that it has cut fees

INVESTING MUTUAL FUNDS FEB 23, 2017
Advisers OK with David Booth stepping down as co-CEO of Dimensional Fund Advisors

Joe Duran says move is "an important transition," comparing founder David Booth to other icons in the financial services industry such as Vanguard's John Bogle.

INVESTING MUTUAL FUNDS FEB 16, 2017
Investors to U.S. stock funds: Drop dead

Despite January rally, just $20 million went to U.S. stock funds

INVESTING MUTUAL FUNDS FEB 16, 2017
At Vanguard, customer complaints rise along with assets

Company plans to hire 1,700 new employees this year to address the problem

INVESTING ALTERNATIVES FEB 16, 2017
Misclassified fund draws huge assets, then falters

A cautionary tale about reading the prospectus.

INVESTING RETIREMENT PLANNING FEB 14, 2017
Funds with revenue-sharing fees can be cheapest option in 401(k) plans

Some record keepers have the capability to rebate these fees and only charge the asset management fee, resulting in a lower net cost than some zero-revenue-share funds.

INVESTING MUTUAL FUNDS FEB 14, 2017
Fidelity shuffles managers at its small cap funds

Other changes made at AMG, Calvert, Icon and Westcore.

INVESTING MUTUAL FUNDS FEB 13, 2017
Lower taxes could hit municipal bond yields

Individual and corporate tax reform add uncertainty to staid market.

INVESTING MUTUAL FUNDS FEB 10, 2017
European stocks far cheaper than US stocks

Political worries, debt woes weighs heavy.

RIAs at odds over fees for clients' cash balances
INVESTING RIAS FEB 10, 2017
RIAs at odds over fees for clients' cash balances

For many advisers, whether to charge on cash depends on how much time they are spending managing those assets. .

INVESTING MUTUAL FUNDS FEB 09, 2017
Putnam merges, liquidates 10 funds

The funds the Boston-based company is liquidating had assets ranging from $32.8 million to $7 million.

INVESTING MUTUAL FUNDS FEB 07, 2017
How do you deploy cash in this market?

Putting fresh money to work in today's market can be particularly worrisome, with the S&P 500 currently selling for 21 times its past 12 months' earnings.

INVESTING RETIREMENT PLANNING FEB 06, 2017
Investors mix target-date funds and other investments to pursue specific strategies

Defined contribution plan participants who mix strategies “seem to be conducting reasonable investment practices,” according to new research from Vanguard.

INVESTING MUTUAL FUNDS FEB 06, 2017
These mutual funds have a history of losing money

But the fact that lots of money flowed into a fund with a terrible record doesn't necessarily mean that everyone who invested during that period suffered.

INVESTING RIAS FEB 03, 2017
Most advisers think the industry will continue down a fiduciary path despite rule delay

President Trump's decision to halt the DOL fiduciary rule drew mixed reactions from industry professionals.