Results for "mutual funds & ETFs"

Displaying 2,166 results

Sort: Date | Relevance

Author:

Investing in bond funds when interest rates rise

February 23, 2018

The last time investors faced rising interest rates, one of us was investing paper route money and other wasn't even born yet. In other words, the idea of a rising rate environment isn't something we, or most advisers, have ever had to deal...

Morningstar: Fund fees continue to fall

February 21, 2018

Fees on actively managed mutual funds are falling, but the funds are still about as popular with investors as flat beer. Morningstar Inc. found that median expense ratios for diversified domestic stock funds and exchange-traded funds have fallen...

Investors pile into cash ETF

February 20, 2018

Someone call Ray Dalio: Investors are feeling less stupid about owning cash. The SPDR Bloomberg Barclays 1-3 Month T-Bill exchange-traded fund (BIL) took in $580 million last week, tops among U.S. fixed-income products. During an interview in...

Active TDF managers push to compete on fees

February 20, 2018

Asset managers with actively managed target-date funds are pushing to lower fees in an environment of heightened cost sensitivity. Litigation accusing employers of having high retirement-plan fees and the difficult-to-benchmark nature of TDF...

Inside ETFs CEO departs for cryptocurrency venture

February 20, 2018

Having helped establish a global reputation for Inside ETFs, Matt Hougan is now setting his sights on the potential of cryptocurrencies. Mr. Hougan, 41, has stepped away from his role as CEO of Inside ETFs to join San Francisco-based Bitwise...

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...

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...

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%...

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...

« Previous PageNext Page »

1 ... 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 ... 109

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.