Results for "mutual funds"

Displaying 2,410 results

Sort: Date | Relevance

Author:

Handful of mutual funds set up for big capital gains distributions

November 4, 2016

So far, 2016 doesn't look like a year in which investors will be hit hard with mutual fund capital gains distributions. But there are some noteworthy standouts. A “handful of doozies.” The official word from Wells Fargo is that the SEC is...

Morningstar cuts index benchmarking fees to zero

November 3, 2016

Morningstar Inc. is backing into the investment products price war by offering free access to more than 100 global equity indexes through the launch of its Open Indexes Project. This means asset managers, advisers and financial services firms...

BlackRock banks on cheaper ETFs

November 2, 2016

BlackRock's ETF price cut is proving to be an out-of-the-gate winner, according to the latest asset flows. The lowest-cost ETFs attract $5B Bank stocks are being singled out as most vulnerable in this election cycle. Bank stocks and the polls....

Guggenheim bond shop outperforms by taking fearless advantage of Fed policy

November 1, 2016

As Guggenheim Investments closes in on its five-year anniversary as a retail mutual fund shop, it continues to test the limits of bond-portfolio creativity and performance. This year through October, seven of Guggenheim's eight taxable actively...

AlphaCore mutual fund debut rides a long track record

October 31, 2016

Alternative investments shop AlphaCore Capital has made its mutual fund debut with an impressive five-and-a-half-year track record for a fund that technically has a history of just a few weeks, and only about $4 million in seed capital. Despite...

Why performance-chasing investors will love the new 5-year rolling averages

October 27, 2016

Investors are constantly reminded to not base future investments on past returns, but the fact that most still do could provide a boost for the markets, according to Jeffrey Kleintop, chief global investment strategist at Charles Schwab & Co....

American Funds files for new share class to cut fund expense ratios

October 21, 2016

In the latest example of the impact of the Department of Labor's fiduciary rule, American Funds has filed with the Securities and Exchange Commission to create a stripped-down mutual fund share class. The new F3 shares will be free of commission,...

Morningstar to create new style box for liquid alt funds

October 20, 2016

Morningstar is moving financial advisers a step closer to cutting through the fog of alternative-strategy mutual funds by creating a fresh set of style boxes just for liquid alternative funds. The new style boxes, which are still under construction,...

Goldman Sachs sounds the alarm on bond duration risk

October 18, 2016

Goldman Sachs is sending out a warning on the realities of duration risk in bond portfolios. Now would be a good time to rethink that long-dated bond exposure. Just a modest backup in rates could inflict outsized losses. Regardless of which...

Prudential Investments joins the fee-cut bandwagon

October 18, 2016

Prudential Investments has become the latest asset manager to jump on the lower-fees bandwagon, which is gaining momentum stemming from the release of the Department of Labor's new fiduciary rule last spring. Prudential announced fee cuts for...

Financial advisers miss the mark by measuring alternative investments against stock market

October 12, 2016

There are plenty of reasons for financial advisers to be leery of alternative investments, but most of them are related to a lack of understanding and comparisons to the wrong kinds of benchmarks. In the wake of an unprecedented bull market...

Small-cap stocks have more room to run

October 10, 2016

Despite the run-up by small-cap stocks this year, the longer-term view still favors smaller company stocks over larger companies, according to some market watchers. Small-cap growth funds tracked by Morningstar gained an average of 6.6% since...

American Funds sees the no-load light

October 10, 2016

American Funds has seen the light and is now offering no-load access on the Fidelity and Schwab platforms. The latest evidence of how the DOL fiduciary rule is reshaping the asset management industry. Pioneer Investment's John Carey says you...

Schwab cuts ETF fees again, as expense war with rivals BlackRock, Fidelity and Vanguard heats up

October 7, 2016

Charles Schwab & Co. (SCHW) re-entered the ETF fee war Friday, announcing fee cuts to five of its exchange-traded funds. While the expense cuts were modest — one basis point, or 1/100th of a percentage point — the move underscores the fierce...

Fidelity's billionaire Johnson family vs. the average investor

October 6, 2016

Fidelity Investment's private venture capital business gets called out for lining the pockets of the company's close-knit ownership circle at the expense of ordinary mutual fund shareholders. The Johnson clan gets richer. In the race to the...

The race for lower fees shines a light on smart beta

October 6, 2016

As BlackRock Inc. throws down the gauntlet with some sweeping price cuts across its exchange-traded funds lineup, it's only logical to assume the increasingly popular smart beta strategies will be next in line to feel the spreading pressure...

Big bets come back to haunt Franklin Templeton's global bond fund

October 5, 2016

The $44 billion Templeton Global Bond Fund (TGBAX) is probably not what most financial advisers would expect from a strategy in such a bland and stoic category as world bond funds. But, based on the pace of money flowing out of the fund over...

Alternative investments shop 361 Capital 'diversifies' into long-only management

October 4, 2016

In a move that goes against the grain of the broader asset management industry, alternative investments shop 361 Capital announced Tuesday plans to acquire long-only manager BRC Investment Management. 361 Capital has already filed to launch...

Janus Capital agrees to merge with London's Henderson Global

October 3, 2016

Janus Capital Group Inc. has announced an all-stock merger with London's Henderson Group Plc, creating a global active management complex with $320 billion under management. The combined market capitalization will be approximately $6 billion....

Advisers weigh pros and cons of Janus-Henderson merger

October 3, 2016

The announced merger between Janus Capital Group Inc. and London's Henderson Group is getting mostly good reviews from the industry, including the financial markets. In mid-day trading Monday, the day the all-stock deal was announced, Janus...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 ... 121