Results for "mutual funds & ETFs"

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Celebrated investor Jim Rogers launches ETF

June 21, 2018

Celebrated investor Jim Rogers has launched an exchange-funded fund. The most intriguing question about this news: Will the perennially bearish Mr. Rogers be able to stay invested? The Rogers AI Global Macro ETF (BIKR), which launched Thursday,...

Concerns about trade war play out in ETF flows

June 20, 2018

Angst over tariff tit-for-tats played out in exchange-traded funds as companies in the cross hairs lost cash and those regarded as havens attracted inflows. The Industrial Select Sector SPDR exchange-traded fund (XLI) shed more than $406 million...

Alternatives in target-date funds can increase retirement income, lower risk: report

June 20, 2018

The strategic use of alternatives in target-date funds can increase retirement income while lowering risk, said a report from the Georgetown University Center for Retirement Initiatives. The report, "The Evolution of Target Date Funds: Using...

ETrade adds 32 Vanguard ETFs to its no-transaction-fee platform

June 20, 2018

ETrade has added 46 exchange-traded funds to its no-transaction-fee lineup, including 32 from Vanguard. Other ETFs added were from Direxion, iShares, Janus Henderson, NuShares and Reality Shares. The online brokerage now has more than 250 ETFs...

Mutual funds feel the pinch of platform fees

June 20, 2018

As mutual fund managers face increasing calls to cut their fees, they're asking no-transaction-fee platform providers such as Schwab and Fidelity to cut theirs as well — or at least figure out a way to let investors know what part of their...

BlackRock to close 16 smart-beta, multifactor ETFs

June 19, 2018

BlackRock Inc. will shutter 16 exchange-traded funds in smart-beta and multifactor strategies a few months after introducing a lineup of artificial intelligence-driven products. The last day of trading for the funds will be Aug. 15, the company...

Should investment advisers be put on a pedestal when it comes to advice standards?

June 19, 2018

During the endless battle over investment advice standards, one thing has remained fairly consistent: Investment advisers hold the high ground. They are elevated as the paragon of care because they must meet a fiduciary standard and act in the...

401(k) fund fees continue to fall

June 19, 2018

Fees for equity, hybrid and bond mutual funds held in 401(k) plans continued their long-term decline in 2017, according to a new report published by the Investment Company Institute, a trade group representing fund managers. The average asset-weighted...

Small-cap stocks unfazed by trade tensions

June 19, 2018

Sometimes, you manage to get things half right, and that turns out to be all wrong. For example, you might be correct in assuming that the rope bridge is the best route across Casket Canyon. This would be wrong, however, if you overlooked an...

Fidelity cuts target-date fund fees

June 15, 2018

Fidelity Investments, which has been cutting prices to compete with low-cost rivals such as Vanguard Group and Charles Schwab Corp., is trimming fees on the target-date index funds it sells to retirement plans and rolling out new offerings that...

Fidelity hedges the Fed by expanding into factor-based bond ETFs

June 14, 2018

With the Federal Reserve inching interest rates higher, more creativity will be called for fixed-income allocations, which is the wave Fidelity Investments is hoping to catch with two new factor-based strategies. Rolling out low-cost factor-based...

ETF fans, bulls versus bears, and booth people

June 12, 2018

InvestmentNews senior reporter John Waggoner has been covering the annual Morningstar Investment Conference this week in Chicago. Here are some highlights from the conference. Mellody Hobson, the president of Ariel Investments, touched on fees...

Advisers seek guidance on ETFs

June 12, 2018

Financial advisers have one big question for the ETF industry: How the heck do you use these things, anyway? And the question is coming more frequently as smart-beta and multifactor ETFs proliferate. Most advisers are fairly well-versed on basic...

Clock ticking for RIAs to self-report sales of high-fee mutual fund share classes

June 11, 2018

The clock is ticking for investment advisers registered with the Securities and Exchange Commission to turn themselves in to the agency in a crackdown on costly mutual fund share classes. The deadline is 12 a.m. eastern Tuesday for advisers...

Investors dump junk ETF

June 8, 2018

With interest rates all but certain to rise soon, investors are fleeing a popular exchange-traded fund that tracks short-term junk bonds. The $2.4 billion iShares 0-5 High Yield Corporate Bond ETF (SHYG) had more than $465 million of outflows...

Focus on fiduciary boosts ETFs

June 7, 2018

Exchange-traded funds have been a quiet beneficiary of the increased focus on transparency and fiduciary responsibility, according to a panel presentation Wednesday at Pershing Advisor Solutions' annual Insite conference in Orlando, Fla. Dominic...

Funds like Magellan need gamblers like Bill Gross

June 7, 2018

I know why investors don't care about Fidelity Magellan's comeback. As Bloomberg reported on Monday, the mutual fund made famous by hall-of-fame stock picker Peter Lynch is enjoying a resurgence after years of mediocre performance. The fund...

Watch out for stock ETFs with the largest inflows

June 7, 2018

You've probably warned clients against buying the hottest exchange-traded funds. You should also warn them against buying stock ETFs with the largest inflows, according to a study by the Leuthold Group. The stock ETFs that had the highest inflows...

Glut of smart-beta ETFs is pushing issuers toward bonds

June 6, 2018

The explosion of "smart-beta" exchange-traded funds last year was the latest gold rush to hit the fast-growing $3 trillion ETF industry. But as investors gather in New York City Wednesday and Thursday for a conference focused on smart-beta ETFs,...

Small-cap ETFs see surge in inflows

June 5, 2018

ETF investors haven't been this "America first" since Donald Trump won the presidential election — at least if flows to small-capitalization companies are any guide. Last month, roughly $7.5 billion poured into exchange-traded funds focused...

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