Results for "mutual funds & ETFs"

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Look for big improvement in funds' 10-year record

October 6, 2017

The next two years are going to be wonderful for a stock fund's 10-year record. The worst bear market since the Great Depression started ten years ago, on Oct. 9, 2007, with the Standard & Poor's 500 stock index at 1,565.15. When it ended, on...

How investors can leverage tax alpha to increase returns and savings

October 5, 2017

Benjamin Franklin astutely observed in 1789 that "…in this world nothing can be said to be certain, except death and taxes," but investors can use the latter to their advantage to potentially increase the value of their portfolios. There is...

10 top performing mutual funds and ETFs for the 3rd quarter of 2017

October 2, 2017

The bull market charged ahead in the third quarter, tacking on a 4.48% gain to the Standard & Poor’s 500 stock index. Year-to-date gain: 14.2%. Some funds trampled the S&P 500 in this period. Here are 10 top-performing funds and ETFs for the...

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...

House sends safe harbor ETF bill to Trump

September 28, 2017

The U.S. House of Representatives passed the Senate's version of the Fair Access to Investment Research Act of 2017, which would let brokers produce exchange-traded-fund analyses without the reports being considered a sales offer. The bill now...

10 largest mutual fund companies by assets

September 28, 2017

The mutual fund industry currently has $17.7 trillion in assets, $10.1 trillion of which is in 10 companies. Here’s a look at the giants of a giant industry. Asset figures are as of July 2017 from the Investment Company Institute, the funds’...

Invesco to buy Guggenheim's ETF business

September 27, 2017

Invesco Ltd. has agreed to purchase Guggenheim Partners' ETF business in a $1.2 billion deal that will be announced Thursday, according to sources with knowledge of the deal. Invesco will acquire Guggenheim's suite of 79 ETFs, which have $37...

Active managers still losing to indexes

September 25, 2017

Index funds are still beating actively managed funds like a piñata at a 10-year-old's birthday party, according to Standard & Poor's. But the American Funds says advisers can avoid some truly awful funds with a few simple, additional screens....

Sallie Krawcheck wants Ellevest to change the way women save for retirement

September 18, 2017

Women's careers are different from men's, and their retirement planning should be, too, is Sallie Krawcheck's pitch. Now Krawcheck, one of the top women on Wall Street, has closed a hefty new round of funding for her startup robo-adviser, Ellevest....

These funds have the highest Sharpe ratios

September 15, 2017

Nobel Prize winner William Sharpe developed the Sharpe index as a way to determine risk-adjusted portfolio returns. It uses excess return and standard deviation to determine reward per unit of risk. The higher the Sharpe ratio, the better the...

SEC fines SunTrust for recommending higher-cost fund shares

September 14, 2017

The Securities and Exchange Commission has charged a unit of SunTrust Banks with improperly recommending more expensive share classes of various mutual funds when cheaper shares of the same funds were available, costing investors more than $1.1...

iShares dominating ETF inflows for 2017

September 13, 2017

In the battle for ETF dollars, iShares is breaking through the front lines. BlackRock's iShares saw an estimated net $9.1 billion in new money in August, according to Morningstar estimates, beating rival Vanguard's inflow of $8.7 billion. For...

Bull market leaves these stock fund categories behind

September 11, 2017

What could possibly be bad about being a stock fund manager during a honking big bull market? Watching on the sidelines while everyone else makes money. And there are a remarkable number of managers doing just that. We're not just talking about...

Morningstar ETF conference: Momentum, Bitcoin and Selena Gomez

September 8, 2017

Richard Thaler is the Nobel prize-winning Charles R. Walgreen distinguished service professor of behavioral sciences and economics at the University of Chicago Booth School of Business. He's also a principal with Fuller & Thaler Asset Management,...

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....

Vanguard's Joe Davis: Automation of jobs is trend that will define our lifetimes

September 7, 2017

Joe Davis, Vanguard's global chief economist, kicked off Morningstar's ETF conference with the cheery thought that 47% of all of today's jobs will be automated away. And that's just in the U.S. That number rises to 69% in India and 77% in China....

Dalia Blass could tackle fiduciary standard as first order of business at SEC

September 6, 2017

Dalia Blass' first order of business as head of the Securities and Exchange Commission's Division of Investment Management could be to shape the agency's position on a fiduciary standard. "I'm going to be surprised if that's not the first order...

In the ETF world, spoils still go to the biggest and cheapest

September 6, 2017

The ETF industry has grown largely due to passively managed, low-cost investments. Over time, these funds have an indisputable edge over their actively managed rivals. "Actively managed funds have underperformed versus passively managed funds,...

Yusko of Morgan Creek Capital to build ETF partnership with AdvisorShares

September 6, 2017

Like many active managers, Mark Yusko of Morgan Creek Capital Management has some serious gripes about the rise of exchange-traded funds and the ascendancy of passive investing. And like many of those managers, he's also starting his own ETF...

Russell Investments names Michelle Seitz CEO

September 5, 2017

Russell Investments Tuesday named Michelle Seitz CEO. She was also named to the board and will become chairwoman Jan. 1. Ms. Seitz replaces current CEO Len Brennan, who will become a strategic adviser to the firm. Ms. Seitz joins Russell Investments...

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