Mutual Funds

Displaying 5317 results
INVESTING MUTUAL FUNDS SEP 19, 2016
Clients worried about inflation? Here's what to tell them

No matter what inflation feels like to you, it's what Wall Street sees that matters for investing.

INVESTING ALTERNATIVES SEP 19, 2016
Smart beta finds fixed income

Plus: Here comes the bear market for bonds, Vanguard leads the way in net inflows this year, and Obamacare continues to crumble

INVESTING ETFS SEP 15, 2016
Jack Bogle looks back on the 40th anniversary of the index fund

Vanguard's founder weighs in on passive investing, his critics, robo-advisers, Donald Trump and the fiduciary rule. <b><i>(More: <a href=&quot;http://www.investmentnews.com/section/video?playerType=Events&amp;eventID=Morningstar2013&amp;bctid=2498789058001&amp;date=20130621&quot; target=&quot;_blank&quot;>John Bogle's advice to advisers</a>)</i></b>

Old school fund companies Goldman, JPMorgan wade deeper into ETF market
INVESTING EQUITIES SEP 15, 2016
Old school fund companies Goldman, JPMorgan wade deeper into ETF market

Embracing the reality of where the money is headed.

INVESTING MUTUAL FUNDS SEP 13, 2016
Wave of new strategic beta ETFs make passive investing more complicated

But it's tough to know if the ETFs' investing rules produce superior returns.

Empower evolving 401(k) defaults with TDF-managed account hybrid
INVESTING RETIREMENT PLANNING SEP 12, 2016
Empower evolving 401(k) defaults with TDF-managed account hybrid

While some agree with the firm's logic underpinning the product, they question whether the product can overcome some of the traditional hurdles of managed accounts.

Financial-sector ETFs bet on a possible interest-rate hike pays off
INVESTING EQUITIES SEP 12, 2016
Financial-sector ETFs bet on a possible interest-rate hike pays off

Performance anticipation push financials to the head of the pack in August.

INVESTING EQUITIES SEP 09, 2016
Time to start navigating that minefield of mutual fund capital gains

Plus: Investors can't get enough of muni bond ETFs, finding robust yields in fine wines, and a pampered perspective.

Morningstar CEO Joe Mansueto to step down
INVESTING MUTUAL FUNDS SEP 09, 2016
Morningstar CEO Joe Mansueto to step down

Kunal Kapoor, who currently serves as Morningstar's president, has been appointed the new CEO.

INVESTING MUTUAL FUNDS SEP 08, 2016
Schwab's Liz Ann Sonders: Old bull market doesn't mean dead bull market

But investors should expect volatility as election heats up.

INVESTING RIAS SEP 08, 2016
Fidelity rolls out factor-based ETFs

The funds merge active-management strategies with low cost, passive structure.

INVESTING EQUITIES SEP 08, 2016
Morningstar to help advisers compare ETFs to mutual funds

Lumping ETFs and mutual funds into the same peer groups.

INVESTING RETIREMENT PLANNING SEP 08, 2016
Protect client assets from aggressive unclaimed property rules

Ignoring proxy letters could lead to lost assets.

Take 5: Kunal Kapoor, Morningstar's next CEO, says advisers must demonstrate their value through technology
INVESTING FINTECH SEP 07, 2016
Take 5: Kunal Kapoor, Morningstar's next CEO, says advisers must demonstrate their value through technology

Five candid reponses on how he will lead the firm, the virtues of robo-advice, and rooting for both the Cubs and White Sox.

ETFs are shuttering at a record pace
INVESTING MUTUAL FUNDS SEP 07, 2016
ETFs are shuttering at a record pace

Some advisers say a cleansing is long overdue.

Morningstar slams some liquid alternative funds for masking actual expense ratios
INVESTING MUTUAL FUNDS SEP 06, 2016
Morningstar slams some liquid alternative funds for masking actual expense ratios

The funds take advantage of the SEC's reporting rules on derivatives to make their high fees look smaller than they actually are.

Are junk bonds becoming the new equities?
INVESTING EQUITIES SEP 06, 2016
Are junk bonds becoming the new equities?

Tempting yields might be just replacing one kind of risk with another.

INVESTING EQUITIES SEP 01, 2016
Investors gobbled up risk assets in August

Plus: The Fed's new spin, Wall Street women dish out career advice, and how to spend away a summer

Value strategies defy logic in push past growth stocks
INVESTING EQUITIES SEP 01, 2016
Value strategies defy logic in push past growth stocks

Pinning the value rally on the Fed, hoping for the best.

Moody's upbeat on mutual-fund companies for the third quarter
INVESTING MUTUAL FUNDS AUG 31, 2016
Moody's upbeat on mutual-fund companies for the third quarter

Outflows at Franklin and Waddell &amp; Reed mask overall healthy inflows.