Results for "mutual funds & ETFs"

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Sell-off grips credit funds

February 16, 2018

Investors pulled $14.1 billion from debt funds, the fifth-largest stretch of redemptions in the week through Feb. 14, according to a Bank of America Merrill Lynch report, citing EPFR data. High-yield bonds lost $10.9 billion alone, the second...

What's the right number of funds in a 401(k) plan?

February 16, 2018

Just what is the optimal number of funds to have in a defined-contribution plan? It's a tricky question, and depends on a number of factors such as the profile and mindset of the plan sponsor and its employees. However, there's a sweet spot...

ETF alphabet soup obscures market risks

February 15, 2018

What's in a name? When it comes to exchange-traded funds, the answer could mean the difference between surviving a volatile market and getting wiped out. ETFs have tripled their assets to $3.4 trillion over the last six years, capitalizing on...

Innovative ETFs struggle to impress investors

February 15, 2018

ETF enthusiasts gathered recently in Hollywood, Florida, for the Inside ETFs conference, the industry's biggest party of the year. By many accounts it was the swankiest celebration yet. And for good reason. When Inside ETFs first convened in...

Vanguard rolls out active-factor ETFs

February 15, 2018

The Vanguard Group has launched six new factor-based, actively managed exchange-traded funds and one factor-based mutual fund. The six ETFs — Vanguard U.S. Minimum Volatility ETF (VFMV), Vanguard U.S. Value Factor ETF (VFVA), Vanguard U.S....

Volatility-tied note that crashed was meant for hedge funds: Credit Suisse CEO

February 14, 2018

Credit Suisse Group CEO Tidjane Thiam said an exchange-traded note tied to volatility that lost most of its value last week is a tool created for hedge funds and professionals. "This is a daily trading tool for very sophisticated investors,...

Infrastructure funds aren't yet feeling the love

February 14, 2018

President Donald J. Trump proposed a $1.5 trillion infrastructure program Monday, which may be one of the worst reasons to buy an infrastructure fund. But there are plenty of other reasons to go down that road — eventually. The infrastructure...

Active funds shone during sell-off

February 13, 2018

For years, it's been the same refrain: Don't bail on active management, you'll regret it when the market turns sour. And while the sell-off that ripped through equities this month has been too short to prove anything, early returns suggest there's...

Advisers trying to hide high-fee mutual fund share classes won't fool SEC

February 13, 2018

Investment advisers who have been putting their clients into high-fee mutual fund share classes when less expensive ones are available should consider turning themselves in to the Securities and Exchange Commission. Because if they don't, they're...

ETF at heart of market turmoil lures record cash

February 12, 2018

You just can't keep a good trade down. The ProShares Short VIX Short-Term Futures fund, which lost more than 80% of its value last Tuesday, took in the most cash on record last week. The product, which goes by the ticker SVXY, was the fifth-most...

Target-date assets continue to climb

February 12, 2018

Target-date strategies continue to capture a growing portion of assets among the largest 1,000 U.S. retirement systems, Pensions & Investments' annual survey showed. For the 12 months ended Sept. 30, target-date strategies accounted for 20.4%...

Schwab: Lower minimums, uniform pricing for funds boost flows

February 12, 2018

Charles Schwab & Co., which dropped the minimum investment on its funds and ETFs a year ago, has found that the move not only means greater flows from smaller investors, but a surprising uptick in assets from small retirement plans. Since eliminating...

Record $23 billion flees world's largest ETF

February 12, 2018

Investors actively abandoned the world's biggest passive fund during the onset of market mayhem. The SPDR S&P 500 exchange-traded fund (SPY) suffered a record $23.6 billion in outflows last week amid the worst momentum swing in history for the...

SEC offers advisers amnesty to move clients out of high-fee mutual fund share classes

February 12, 2018

The Securities and Exchange Commission on Monday launched an initiative to waive fines against investment advisers who come forward and admit that they had been putting clients into high-fee mutual fund classes and agree to reimburse those clients....

Fidelity halts investor purchases of three volatility-focused ETFs

February 9, 2018

Fidelity Investments is halting investor purchases of three volatility-focused exchange-traded funds to protect customers from outsized risk. The products are: ProShares Short VIX Short-Term Futures, VelocityShares Daily Inverse VIX Short-Term...

Despite January's run-up in stocks, investors headed to bonds

February 9, 2018

Investors poured a net $17.1 billion into stock funds and exchange-traded funds in January. But before you start chuckling about how people get into the stock market just before it heads south, the vast majority of fund flows last month —...

Alternative funds suddenly look a whole lot better

February 8, 2018

If ever there were a time for alternative funds to shine, it would be now. And some of them are actually doing that. The Dow Jones industrial average has been gyrating like a dozen hamsters in an exercise wheel. Thursday, the blue-chip index...

Tiny vol products helped fuel market's slump

February 7, 2018

Two days after a sudden spike in volatility sparked a stock-market crash, market participants are left to ponder the wreckage of the sell-off and the mysterious dynamics that caused it. One theory that's emerging: the curious case of the tail...

Credit Suisse to redeem volatility note

February 6, 2018

Credit Suisse Group is buying back one of its exchange-traded notes after volatility soared, triggering losses for the holders who had bet on muted market swings. The notes mirror the inverse performance of the Cboe volatility index, which on...

ETFs tied to volatility index suffer

February 6, 2018

The fallout from the implosion of a vast array of arcane bets against stock-market volatility mounted quickly Tuesday as Credit Suisse Group moved to liquidate one investment product and more than a dozen others were halted after their values...

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