OppenheimerFunds, Franklin Templeton maintain big exposure to the troubled island's debt.
First Eagle Overseas Fund's large cash holdings gives it a 'leg up' when markets turn choppy.
<i>Breakfast with Benjamin</i> Liquid alternative strategies are growing up, and that means some growing pains.
The Boston fund giant is lowering expense ratios on 27 index funds and ETFs.
Supporters of 529 plans want tweaks to law that caps fund changes at two per year, which could spur adviser interest in managing them.
The larger trend toward passive investing, as well as cost-consciousness on the part of plan sponsors and general industry push to lower expense ratios, are at play.
But they're remarkably short on what to buy.
First off, advisers should tell them that adding international stocks can dampen a portfolio's volatility, and increase the number of potential winners.
The fund giant wouldn't say if regulatory pressure compelled it to impose the practice.
<i>Breakfast with Benjamin</i> Jeffrey Gundlach is embracing the safe haven of gold: "Things are shaky and feeling dangerous."
Junk-bond fund posted $291 million of inflows during rout.
Weighing the pros and cons of the new registered fund
The average long-term government bond fund has soared 10.1% this year, according to Morningstar.
The firm hopes to make it easier for clients and advisers to understand sales charge reductions and waivers.
Plus: How well do you know your non-traditional bond fund, debunking dividend myths, and looking like a million bucks for less
As of May, the exchange-traded fund industry has created 4,602 ETFs with 9,764 listings and assets of $2.996 billion from 247 providers on 63 exchanges.
The departures include top managers and the closure of some funds.
<i>Breakfast with Benjamin</i> Morningstar reshuffles the deck in the active-passive debate, expanding the framework to fold in strategic beta.
Everyone from BlackRock to Vanguard in the alt space
Fiduciaries need to be well versed in these low-cost investment vehicles and how to assess them.
