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Fidelity, American Century adopting new TDF fee tactic as cost pressures grow

July 5, 2017

Two of the largest managers of target-date-fund assets, Fidelity Investments and American Century Investments, are changing how they assess fees in the multi-asset funds, at a time of heightened cost scrutiny and as TDFs capture an increasing...

8 top performing mutual funds and ETFs for the first half of 2017, and one to avoid

June 30, 2017

The first half of 2017 is over, and it’s been a good one for investors: The Standard & Poor’s 500 stock index gained 9.2%, and the MSCI Europe, Australasia and Far East (EAFE) index jumped 12.6%. Here’s a look at some of the top-performing...

ETF licenses the name of Quincy Jones to draw attention to its fund

June 28, 2017

Quincy Jones is now at the helm of the ETF spaghetti cannon. In a new, potentially quixotic, attempt to stay relevant, distributors of exchange-traded funds are no longer content with branding their products with star investors like State Street...

Waddell & Reed latest active fund manager sued for 401(k) self-dealing

June 28, 2017

Waddell & Reed Financial Inc., which sponsors the Waddell & Reed and Ivy-branded investment funds, has been sued for self-dealing in its own 401(k) plan, joining a string of other asset managers to have been targeted recently for similar allegations....

10 funds with largest 3-year outflows

June 26, 2017

Investors have been more open to a clown inviting them into the woods than they have been to buying actively managed mutual funds. And that’s understandable, given how poorly many managers have fared against passively managed index funds....

Investors are sticking with dividend ETFs despite the Fed's moves

June 22, 2017

U.S. lending rates are rising, and investors are holding on to $151 billion worth of dividend ETFs. Cue the sell-off? Not so fast. Even as the Federal Reserve increased interest rates last week for the fourth time since the financial crisis,...

Stocks of active managers outperform

June 21, 2017

They're beating the benchmark! Or at least, they've caught up with broader market. Shares of asset managers have been staging their own little bull market over the last few weeks, with an index of 18 stocks in the S&P 1500 advancing in nine...

Collective investment trusts getting more attention from 401(k) advisers

June 21, 2017

Mutual funds hold the lion's share of 401(k) assets, but another investment vehicle -— collective investment trusts — are quickly emerging as a contender. Indeed, among the largest 401(k) plans, or those with more than $1 billion in assets,...

Whole Foods-Amazon deal — which funds have the biggest stakes in the merger

June 16, 2017

Shares of Whole Foods Markets (WFM) soared 29% Friday on the news that Amazon (AMZN) would buy the company for $13.7 billion, but some of the funds — other than Vanguard — with the biggest stakes in the merger aren't exactly household names....

Pershing to roll out a no-transaction-fee ETF platform

June 15, 2017

BNY Mellon's Pershing is rolling out a no-transaction-fee ETF platform in an effort to give financial advisers more access to what they desire, the company announced Thursday. The new platform, FundVest ETF, was unveiled by Pershing chief executive...

Think it's hard to start a new fund? Try marketing it

June 14, 2017

Want to start a new mutual fund? That's the easy part. It's marketing that has gotten tougher. The process of starting a mutual fund may seem daunting: After all, you need to line up custodian banks, push filings through the Securities and Exchange...

Fidelity launches funds that can make RMDs for aging baby boomers

June 12, 2017

Fidelity Investments is hoping to rouse interest in an otherwise sleepy market for managed-payout funds by launching funds that can make required minimum distributions for investors, at a time when the first baby boomers have just started reaching...

Contrarian alert: ETF investors crowd into tech, flee consumer defensive sector

June 9, 2017

If you're a contrarian, and believe that it's best to buy what other investors hate, then it's time to load up on consumer defensive ETFs and ditch your technology holdings, according to estimated asset flows for May. Just be sure to read the...

DOL fiduciary rule: Edward Jones changing stance on mutual fund commissions in IRAs

June 7, 2017

Edward Jones is reconsidering its ban on mutual fund commissions in individual retirement accounts under the Department of Labor fiduciary rule, and hopes to roll out a new account option by midsummer that would allow advisers to use such investments...

Best- and worst-performing funds of the Trump rally

June 2, 2017

The Trump rally has propelled the Standard & Poor’s 500 stock index to a 14.1% gain, including reinvested dividends, since Nov. 8. Investors’ returns, based on preliminary data from Morningstar, have been diverse but mostly happy: Large-cap...

Popularity of index funds and ETFs driving down average costs: Morningstar

May 23, 2017

As assets continue to flow into index mutual funds, ETFs and institutional share classes, investors paid less in fund expenses in 2016 than ever before, said Morningstar, Inc., in its annual fund fee study. The asset-weighted average net expense...

Tips on lowering ETF transaction costs

May 22, 2017

Chuck Thomas Chuck Thomas is head of the U.S. ETF Capital Markets Team. In this column, he explains how being mindful of the risks borne by market makers can help advisors cut transaction costs. A core function of our ETF Capital Markets Team...

Low volatility funds live up to their name as market falls

May 18, 2017

Low-volatility funds largely lived up to their name in Wednesday's market carnage — but clients should be reminded that "low-vol" doesn't mean "no loss." As their category name implies, low-vol funds are designed to not bounce as high or fall...

Harvard goes low-cost with big investment in high-yield bond ETF

May 16, 2017

The Harvard University endowment's biggest publicly traded holding is a high-yield bond exchange-traded fund, a move into a cheap, passive investment as the school replaces some of its own traders with external money managers. Harvard Management...

Securities lending adds return, risk for funds

May 16, 2017

Rising short interest, and an increasing thirst for fees, could prompt a rise in securities lending by mutual funds. The practice is good for the funds, but it may not be good for your clients. Investors who sell securities short are betting...

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