Mutual Funds

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INVESTING MUTUAL FUNDS OCT 18, 2016
Looking for yield at a fair price? Try preferred stock from closed-end funds

Some closed-end income funds still trade at a discount.

Schwab cuts ETF fees again, as expense war with rivals BlackRock, Fidelity and Vanguard heats up
INVESTING ETFS OCT 18, 2016
Schwab cuts ETF fees again, as expense war with rivals BlackRock, Fidelity and Vanguard heats up

INVESTING ETFS OCT 14, 2016
Goldman Sachs sounds the alarm on bond duration risk

Plus: An ETF for every presidential candidate, debunking ETF myths, and jumping off the Obamacare bandwagon

Small-cap stocks have more room to run
INVESTING EQUITIES OCT 12, 2016
Small-cap stocks have more room to run

The category has had a strong year, but that doesn't scare some financial advisers.

INVESTING MUTUAL FUNDS OCT 11, 2016
Downtrodden international funds looking for a break

Emerging markets the engine behind most growth now.

Big bets come back to haunt Franklin Templeton's global bond fund
INVESTING ALTERNATIVES OCT 10, 2016
Big bets come back to haunt Franklin Templeton's global bond fund

Investors exit as the manager sticks to his guns.

BlackRock cuts ETF prices anticipating greater passive shift
INVESTING ETFS OCT 10, 2016
BlackRock cuts ETF prices anticipating greater passive shift

World's largest provider of exchange-traded funds is cutting prices across its core ETFs in anticipation of a new U.S. rule.

Fidelity fires the latest salvo in ETF fee war
INVESTING ETFS OCT 09, 2016
Fidelity fires the latest salvo in ETF fee war

No more commissions for 18 BlackRock ETFs.

INVESTING ALTERNATIVES OCT 09, 2016
ETFs emerging as important part of alternative investment market

Exchange-traded products are allowing investors low-cost access to asset classes previously available only to institutional investors.

Prudential Investments joins the fee-cut bandwagon
INVESTING EQUITIES OCT 07, 2016
Prudential Investments joins the fee-cut bandwagon

Asset manager cuts expenses on nine mutual funds, after a string of ETF fee cuts by Charles Schwab and BlackRock. <b><i>(Related read: <a href="//www.investmentnews.com/article/20160628/FREE/160629906/fidelity-takes-on-vanguard-by-cutting-prices-on-index-funds-etfs&quot;" target="&#8221;blank&quot;" rel="noopener noreferrer">Fidelity takes on Vanguard by cutting prices</a>)</i></b>

INVESTING MUTUAL FUNDS OCT 07, 2016
Why traditional balanced portfolio of 60% stocks, 40% bonds can still work for investors

Some financial advisers question the idea of having a bond-free portfolio

INVESTING MUTUAL FUNDS OCT 06, 2016
What to do when smart beta looks like dumb beta

How to deal with clients when your smart beta ETF recommendation goes south.

Testing the limits of ETF tax efficiency
INVESTING EQUITIES OCT 06, 2016
Testing the limits of ETF tax efficiency

Index tweak forces ETF providers to get creative.

INVESTING EQUITIES OCT 06, 2016
Smart beta complexity is hurting investors

Plus: The SEC's fuzzy enforcement rules, a fighting chance for active management, and the worst part of being rich

INVESTING MUTUAL FUNDS OCT 05, 2016
What you need to tell clients about new money fund rules

INVESTING MUTUAL FUNDS OCT 05, 2016
Bond-fund investors feel the sting of rising Treasury yields

The yield on the bellwether 10-year Treasury note has jumped from 1.37% in early July to 1.70 Thursday.

Janus Capital agrees to merge with London's Henderson Global
INVESTING EQUITIES OCT 04, 2016
Janus Capital agrees to merge with London's Henderson Global

The deal creates a global active management complex with $320 billion under management.

Alternative investments shop 361 Capital 'diversifies' into long-only management
INVESTING EQUITIES OCT 03, 2016
Alternative investments shop 361 Capital 'diversifies' into long-only management

First post-merger mutual fund already filed.

INVESTING MUTUAL FUNDS OCT 03, 2016
Investing in the largest funds isn't the biggest mistake you can make

Unless, of course, you want to beat the S&amp;P 500 over the long term.

INVESTING MUTUAL FUNDS OCT 03, 2016
Stress tests still unpopular with fund industry

Industry trade group, as well as some mutual fund giants, push back against Financial Stability Board's proposal for stress tests.