Results for "mutual funds"

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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.

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...

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...

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...

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...

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,...

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....

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...

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....

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...

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...

Brinker Capital rolls out DOL fiduciary rule-friendly funds

April 12, 2017

Brinker Capital, an investment management platform geared toward financial advisers, is jumping on the fiduciary-rule bandwagon by converting $7 billion worth of managed account assets into a family of 10 mutual funds. The Destinations funds,...

John F. Donahue, founder of Federated Investors, dies at 92

May 12, 2017

John F. Donahue, a founder and longtime leader of Federated Investors Inc., has died. He was 92. He died Thursday in Naples, Florida, of natural causes, Ed Costello, a company spokesman, said Friday in an email. Donahue, who served as chairman...

Myths about the Investment Company Act on its 75th anniversary

August 18, 2015

Sunday marks the 75th anniversary of the enactment of the Investment Company Act of 1940, the law that regulates mutual funds and other investment companies. The Act has been critical to the success of investment companies. The coming anniversary...

Closed-end funds could help advisers solve the dilemma of where to invest when rates go up

July 30, 2015

The Federal Reserve has announced its desire to raise rates very soon, leading to quite a bit of consternation among financial advisers and their clients. Even though short-term rates remain near zero, the bond market has already begun to push...

Advisers OK with David Booth stepping down as co-CEO of Dimensional Fund Advisors

February 23, 2017

Advisers took the announcement in stride Thursday that David Booth, founder of Dimensional Fund Advisors, was leaving his post as co-CEO of the firm. DFA, the $460 billion fund powerhouse, has made David Butler co-CEO alongside Eduardo Repetto....

Investors to U.S. stock funds: Drop dead

February 16, 2017

The Standard & Poor's 500 roared to a 1.98% gain in January, and investors yawned. The first winning January since 2013 should have cheered investors: A winning January agurs an up year 80% of the time. Yet U.S. stock funds saw a net inflow...

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