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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...

Online security ETFs surge in face of cyberattacks

May 15, 2017

Call it the flight to cyber-safety. After a wave of global online attacks over the weekend, companies such as FireEye Inc. that provide software security services gained Monday on speculation the exposed weaknesses may trigger a surge in security...

Fidelity launches two ESG index funds

May 15, 2017

Fidelity Investments has launched two environmental, social and governance index funds: the Fidelity U.S. Sustainability Index Fund and Fidelity International Sustainability Index Fund. The two funds — the firm's first ESG index funds —...

Best- and worst-performing fixed-income funds

May 14, 2017

CORE BOND Top 10 Portfolio net assets ($M) 1-year return 3-year return 5-year return Expense ratio* Miller Intermediate Bond Fund I (MIFIX) $162.50 7.74% N/A N/A 1.25% River Canyon Total Return Bond Fund Institutional (RCTIX) $27.50 6.25% N/A...

Best- and worst-performing international funds

May 14, 2017

EQUITY INTERNATIONAL MULTI-CAP CORE Top 10 Portfolio net assets ($M) 1-year return 3-year return 5-year return Expense ratio* Oakmark International Fund Investor (OAKIX) $29,763.20 21.82% 2.87% 11.02% 1.05% PIMCO StocksPLUS International Fd...

Will the fiduciary rule shrink the ever-expanding world of share classes?

May 13, 2017

First there was​ little share class A. Then there were little share classes B and C. Faster than you could say, "The Cat in the Hat," there were little share classes I, N, K, F and Y. Now the fund industry is contemplating unleashing an estimated...

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...

Investors turn to international equity funds in April

May 12, 2017

Stock investors sent their money to Paris in April — and London, Hong Kong and Brussels, according to Morningstar's most recent report on mutual fund and ETF flows. International equity funds saw a net $21.1 billion in new money in April,...

Morgan Stanley drops Vanguard mutual funds from platform

May 4, 2017

Morgan Stanley is dropping mutual funds from Vanguard from its platform. Reuters reports that Morgan Stanley will not force its clients to liquidate any of their current holdings in Vanguard funds, but starting Monday, the firm's advisers will...

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