Results for "mutual funds"

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Voya gives investors back $2 million under SEC order

August 2, 2018

The Securities and Exchange Commission has terminated a disgorgement fund set up by Voya Investments to reimburse investors in certain Voya mutual funds. The SEC said Voya distributed the entire $2,024,355.48 it had agreed to pay to 36 of its...

Take 5: Kunal Kapoor on travel, teaching kids about money and Chicago baseball

May 26, 2018

Morningstar's CEO loves investing, but he's got other interests, too. Here are five questions he answered for InvestmentNews senior columnist John Waggoner. John Waggoner:​ You and your family go to fairly exotic places on vacation, such as...

Separating fact from fiction with fund investor behavior

May 24, 2018

Despite what you may have heard, the least exciting aspect of our financial markets over the last 80 years has been the behavior of mutual fund investors during periods of volatility or crisis. And that's a good thing. The nearly $22 trillion...

Lipper awards: Vanguard the new victor

February 27, 2018

In terms of pure weight, no fund company collected more iron at this year's Thomson Reuters Lipper Awards than The Vanguard Group. The Tuesday evening award ceremony in New York saw the Malvern, Pa.-based fund complex capture 29 trophies by...

Favorite fund companies of fee-based advisers

October 23, 2017

Despite the growing trend toward passive, indexed investing, fund companies known for active management topped the list of favorites among a survey of 1,355 fee-based financial advisers. Source: Cogent Reports.

Best performing funds since '87 crash

October 19, 2017

If you started saving 30 years ago, you got a quick education in the worst Mr. Market can dish out. The Dow Jones industrial average plunged 508 points, or 22.61%, the worst one-day crash in history. Those who weren’t scared out of the stock...

9 ghoulish funds and how they met their demise

October 12, 2017

These doomed mutual funds offered no treats as they slashed investors' accounts. Click through to view 10 scary investments that mostly went to the mutual fund graveyard and left shareholders feeling ghastly.

Finra cites Cetera for mutual fund sales charge improprieties

May 4, 2017

Cetera Advisors Network has signed a letter of acceptance, waiver and consent with Finra acknowledging that its advisers sold higher-cost mutual fund shares to retirement plans and charitable organizations instead of lower-cost versions for...

The full list of 2017 Lipper Fund Awards winners

March 23, 2017

The Thomson Reuters Lipper Fund Awards winners have been announced. Lipper measures the winners by their risk-adjusted returns over multiple periods. Award winners are rewarded for consistency over time, including the top 3-year, 5-year and...

Morningstar-WSJ feud gives CFRA opening to challenge bigger rival's methodology

November 30, 2017

In the wake of the big public feud between Morningstar Inc. and the Wall Street Journal, advisers are looking for alternative sources of mutual fund analysis — and at least one firm is promoting its differences with the Chicago-based fund...

Highland to convert open-end fund to closed-end

September 29, 2017

You've probably heard of closed-end mutual funds converting to open-end funds. But Highland Floating Rate Opportunities Fund (HFRAX) is hoping to go in the other direction, thanks to a potentially massive legal settlement it's expecting from...

Thrivent Financial quietly expands beyond Christians

August 23, 2017

Thrivent Financial doesn't do anything necessarily fast, so it might have been easy to miss the evolution over the past several years of the world's largest fraternal organization, which has a history dating back 115 years. But the Appleton,...

Columnist unveils annual 'Lump of Coal' awards for mutual funds

December 9, 2015

It's that time of year again when mutual fund columnist Chuck Jaffe doles out his Lump of Coal awards. These dumb mutual fund moves failed investors in 2015. Speaking of 'that time of year,' J.P. Morgan Asset Management has released its holiday...

Eduardo Repetto to leave Dimensional Fund Advisors

August 15, 2017

Eduardo Repetto, co-CEO and co-CIO of Dimensional Fund Advisors, will leave DFA in September, the company said Tuesday. Gerald O'Reilly, currently co-CIO, will become co-CEO with David Butler. David Booth, the company's founder, will continue...

Investors are giving up on timing a rate hike and dumping funds

June 5, 2015

Here's a news flash: Rising rates are hard to call. And investors who have been trying to do that appear to have given up, according to a Morningstar analysis of mutual fund flows. 25 Funds Investors Are Dumping The chorus for holding off on...

A shares live on, despite some hefty upfront sales charges

July 13, 2017

Remember the days when your clients paid you upfront to buy a mutual fund? Apparently, those days aren't entirely gone. The 15 largest A share classes saw net new cash flow of $8.1 billion over the past 12 months, according to Morningstar Inc....

Irma wreaks havoc on mutual funds even before it reaches Florida

September 8, 2017

Stephen Barnes has suffered damage from Hurricane Irma even before it hits Florida. He owns Stone Ridge Reinsurance Risk Premium Interval Fund, a mutual fund that dropped 11 percent this week as the hurricane wreaked havoc in the Caribbean....

What Bizarro Bogle's world might look like

December 5, 2013

In the Superman mythos, there's a villain named Bizarro Superman that possess all of the same powers as Superman, but uses them for evil instead of good. At a luncheon in New York Thursday honoring John Bogle, founder of the Vanguard Group Inc....

Baseball and mutual funds; Underrated/overrated stats - Moneyball

April 1, 2013

Mutual funds and baseball both generate reams of statistics. With the baseball season beginning in earnest this week, Paul Jacobs, chief investment officer of Palisades Hudson Financial Group, takes a closer look at which statistics and factors...

The 50 mutual funds with the largest estimated net outflows in 2011

July 6, 2011

Click column headers to sort fields Rank Fund Estimated Net Flow YTD Net Assets Percentage of total AUM 1 American Funds Growth Fund of America -9,528,127,082 160,989,503,335 5.92% 2 PIMCO Total Return Fund -4,396,395,515 243,198,724,883 1.81%...

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