Mutual Funds

Displaying 5317 results
INVESTING ALTERNATIVES APR 24, 2016
Making a case for impact investing

Efforts by Fidelity, Vanguard and Pimco to calm energy investors pay off
INVESTING EQUITIES APR 22, 2016
Efforts by Fidelity, Vanguard and Pimco to calm energy investors pay off

Three firms are telling clients that despite oil's rout, it remains a good long-term play.

Post-DOL fiduciary rule, Wall Street gives the nod to low-cost fund companies
INVESTING EQUITIES APR 22, 2016
Post-DOL fiduciary rule, Wall Street gives the nod to low-cost fund companies

Broker-sold fund companies lag since new regulation released.

SEC renews push for stock-tracking system to find causes of market disruptions
INVESTING MUTUAL FUNDS APR 21, 2016
SEC renews push for stock-tracking system to find causes of market disruptions

Regulator seeks comment on plan for building massive database to help it quickly unravel flash crashes.

Global X Funds launches Catholic Values ETF
INVESTING MUTUAL FUNDS APR 21, 2016
Global X Funds launches Catholic Values ETF

Fund designed for investors who want the performance of the S&P 500 Index without all the exposure to weapons, adult entertainment and other traditional Catholic no-nos.

Annually rebalancing client portfolios hurts performance: Pinnacle's Michael Kitces
INVESTING RETIREMENT PLANNING APR 21, 2016
Annually rebalancing client portfolios hurts performance: Pinnacle's Michael Kitces

Speaking Monday at the IMCA annual conference in Orlando, Mr. Kitces questioned regular rebalancing and said in one case doing nothing was the better bet.

The Financial Stability Oversight Council scrutinizes mutual fund liquidity, leverage in hedge funds
INVESTING MUTUAL FUNDS APR 20, 2016
The Financial Stability Oversight Council scrutinizes mutual fund liquidity, leverage in hedge funds

Regulators concerned about systematic risk in a market rout.

Taking a cue from insiders on strategic-beta ETFs
INVESTING ALTERNATIVES APR 20, 2016
Taking a cue from insiders on strategic-beta ETFs

It's no secret that strategic-beta exchange-traded products have become a pervasive part of the marketplace, rewarding investors with innovative tools to diversify and fine-tune portfolios in ways traditional market-capitalization-weighted indexes don't allow.

INVESTING ETFS APR 20, 2016
Pimco's active BOND ETF being left in the dust

Plus: The failures of 'too-big-to-fail' banks, dividend investing without the dividends, and passing student loan debt along to the taxpayers

Fidelity moves closer to producing smart-beta ETFs
INVESTING ETFS APR 20, 2016
Fidelity moves closer to producing smart-beta ETFs

Recent SEC filing by the fund giant hints at new funds in the works.

Investors flee actively managed funds for ETFs
INVESTING EQUITIES APR 20, 2016
Investors flee actively managed funds for ETFs

Many advisers are putting investors into low-cost ETFs and simply dumping most of their clients' actively managed funds.

Senator Elizabeth Warren rips SEC for allowing Steven Cohen to start new firm
INVESTING MUTUAL FUNDS APR 19, 2016
Senator Elizabeth Warren rips SEC for allowing Steven Cohen to start new firm

Massachusetts Democrat calls Stamford Harbor a 'mockery' of the SEC's mission.

Investors poured $32 billion into bonds in March with Vanguard, BlackRock dominating
INVESTING EQUITIES APR 19, 2016
Investors poured $32 billion into bonds in March with Vanguard, BlackRock dominating

The inflow was the most since January 2013, thanks to the market's extreme volatility during 2016's start.

Should Fidelity make smart beta smarter?
INVESTING MUTUAL FUNDS APR 18, 2016
Should Fidelity make smart beta smarter?

The money management behemoth can improve the smart beta landscape in three important ways.

New offering will test frozen IPO market
INVESTING EQUITIES APR 18, 2016
New offering will test frozen IPO market

Bats Global deal seen as 'ice-breaker.'

House overwhelmingly approves bill to expand distribution of ETF research
INVESTING ETFS APR 17, 2016
House overwhelmingly approves bill to expand distribution of ETF research

Measure would square the safe harbor already provided to mutual funds.

How to ease clients' minds about ETF liquidity concerns
INVESTING EQUITIES APR 17, 2016
How to ease clients' minds about ETF liquidity concerns

Trade-offs between ETFs that fit your clients' needs, and ones that can compromise their needs could be the difference between success or failure.

INVESTING EQUITIES APR 14, 2016
Loomis Sayles goes global as investors continue to shun domestic equity funds

New fund will leverage expertise, diversify product lineup.

Precious-metals funds emerge as a powerful leveraged gold play
INVESTING EQUITIES APR 14, 2016
Precious-metals funds emerge as a powerful leveraged gold play

The risk-on strategy when the market goes risk-off.

Some American Funds offer up to 18 share classes: Overkill?
INVESTING EQUITIES APR 13, 2016
Some American Funds offer up to 18 share classes: Overkill?

The mutual fund industry offers about 8,000 mutual funds, spread among about 24,000 share classes, but some fund companies offer many, many more share classes. Experts say it may be a marketing tool for fund firms.