Mutual Funds

Displaying 5317 results
INVESTING MUTUAL FUNDS NOV 04, 2016
Little bloodshed in bond market so far as interest rates rise

Despite redemptions, largest bond funds hold up well.

AlphaCore mutual fund debut rides a long track record
INVESTING ALTERNATIVES NOV 04, 2016
AlphaCore mutual fund debut rides a long track record

Putting past performance in perspective.

Horizons ETF Management expands U.S. footprint with Recon Capital buy
INVESTING ETFS NOV 03, 2016
Horizons ETF Management expands U.S. footprint with Recon Capital buy

Global ETF manager sees big opportunities in U.S. market.

INVESTING MUTUAL FUNDS NOV 02, 2016
Who needs ETFs? Nobody, study says

Academic study in Germany concludes that poor fund selection and rotten market timing contribute to poor performance

American Funds files for new share class to cut fund expense ratios
INVESTING EQUITIES NOV 02, 2016
American Funds files for new share class to cut fund expense ratios

F3 shares trim expense ratios by about 37 basis points.

INVESTING FINTECH NOV 01, 2016
Morningstar launches ETF analyst ratings for 250 funds

INVESTING EQUITIES NOV 01, 2016
Eaton Vance to buy Calvert Investments

Acquisition of $12.3B social investment manager marks big step into the ESG market.

INVESTING MUTUAL FUNDS NOV 01, 2016
Commodities funds may offer inflation hedge, but many overweight energy

Also, with the exception of some metals funds, most funds don't own the actual commodity.

INVESTING FINTECH NOV 01, 2016
Betterment rolls out algorithmic service to minimize tax drag

The robo-adviser claims the new service could boost a portfolio's return by 0.48% a year, or 15% over 30 years.

INVESTING EQUITIES OCT 31, 2016
Handful of mutual funds set up for big capital gains distributions

Plus: Wells Fargo's woes continue, the scariest presidential election could get even scarier, and how to spend that extra hour this weekend

Why performance-chasing investors will love the new 5-year rolling averages
INVESTING EQUITIES OCT 31, 2016
Why performance-chasing investors will love the new 5-year rolling averages

The flipside is the 3-year averages are getting worse.

INVESTING RIAS OCT 27, 2016
Janus in a double whammy as assets flee and revenue drops

Plus: How Clinton and Trump won't save Social Security, more scrutiny for sales charges, and taking the 5% challenge.

INVESTING PRACTICE MANAGEMENT OCT 26, 2016
Volatility seen as best way to hedge against political risk

According to a study by Unigestion, investors worried about the outcome on Nov. 8 should forget gold and Treasuries.

INVESTING MUTUAL FUNDS OCT 26, 2016
Why the AT&T-Time Warner merger bodes ill for the market

Plus: The wealthy prepare for Clinton's tax hikes, bullish on financial and health-care stocks, and those expensive World Series tickets.

INVESTING ETFS OCT 25, 2016
Guggenheim bond shop outperforms by taking fearless advantage of Fed policy

Seven of the firm's eight taxable actively managed bond funds rank in the top 6% of their respective categories, beating the largest 50 fixed-income funds tracked by Morningstar.

Financial advisers miss the mark by measuring alternative investments against stock market
INVESTING EQUITIES OCT 24, 2016
Financial advisers miss the mark by measuring alternative investments against stock market

It's no different than comparing stocks to bonds.

SEC approves fund liquidity rule but carves out exemptions for ETFs
INVESTING MUTUAL FUNDS OCT 21, 2016
SEC approves fund liquidity rule but carves out exemptions for ETFs

INVESTING MUTUAL FUNDS OCT 20, 2016
Financial advisers flock to Vanguard, bringing more than $1 trillion on board

Passive funds, ETFs attract fee-based advisers to fund giant. <b><i>(Related read: <a href="//www.investmentnews.com/gallery/20160906/FREE/906009999/PH/9-facts-that-make-vanguard-the-king-of-mutual-funds&quot;" target="&#8221;blank&quot;" rel="noopener noreferrer">9 facts that make Vanguard the king of mutual funds</a>)</b></i>

INVESTING MUTUAL FUNDS OCT 19, 2016
Investors poured $23 billion into taxable bond funds in September: Morningstar

Vanguard and BlackRock get biggest inflows.

INVESTING MUTUAL FUNDS OCT 18, 2016
Variable annuity money fund subaccounts mark five years of losses

Low rates, fees equal losses for most VA money market subaccounts.