Results for "mutual funds & ETFs"

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Equity ETFs ranked by second quarter performance

August 18, 2018

Ranked by quarterly returns Name/ticker 3-month return 1-year return Net assets ($M) Expense ratio* 3-month average daily volume 1 Invesco Dynamic Energy Exploration & Prod ETF (PXE) 27.97% 43.74% $98.70 0.80% 51,655 2 First Trust NASDAQ Oil...

Fixed-income ETFs ranked by second quarter performance

August 18, 2018

Ranked by quarterly returns Name/ticker 3-month return 1-year return Net assets ($M) Expense ratio* 3-month average daily volume 1 Invesco DB US Dollar Index Bullish Fund (UUP) 5.72% 0.98% $509.30 0.75% 1,227,490 2 WisdomTree Bloomberg US Dollar...

Active money management isn't going to disappear

August 13, 2018

There's a line of argument in the financial press that suggests that active money management is dying, a victim of high fees and underperformance versus low-cost indexing that captures average market returns. News flash: This is anything but...

Voya gives investors back $2 million under SEC order

August 2, 2018

The Securities and Exchange Commission has terminated a disgorgement fund set up by Voya Investments to reimburse investors in certain Voya mutual funds. The SEC said Voya distributed the entire $2,024,355.48 it had agreed to pay to 36 of its...

Sell-off in cryptocurrencies reaches new low

August 8, 2018

This year's sell-off in cryptocurrencies plumbed new depths Wednesday after the Securities and Exchange Commission dented enthusiasts' hopes for a VanEck exchange-traded fund backed by bitcoin. A broad selloff in coins of all types reduced the...

Fidelity's zero-fee funds unleash the power of free

August 2, 2018

Fidelity Investments fired a shot heard around the investing world Wednesday: It announced it would roll out two index mutual funds Friday that charge no fees. Both funds will track market cap-weighted Fidelity indexes. The Fidelity Zero Total...

Vanguard exec: Investors should look for 'the catch' in Fidelity's no-fee funds

August 3, 2018

There's more than meets the eye when it comes to the free funds unveiled by Fidelity Investments this week, according to Vanguard Group chief investment officer Greg Davis. Vanguard's rival stoked the investing industry price war Wednesday by...

Commission-free ETFs will become the norm, Schwab CEO says

July 20, 2018

When it comes to trading fees for exchange-traded funds, investors and financial advisers should get used to paying less. While The Vanguard Group fired a hefty salvo in the ETF low-fee battle earlier this month, Walt Bettinger, president and...

Socially responsible ETFs now come with a twist

July 18, 2018

A nonprofit investment manager is starting a group of "socially responsible" exchange-traded funds that could change the face of values-based investing. Their twist: a little help from the experts themselves. Impact Shares Corp.'s NAACP Minority...

Morningstar to replace funds in its managed portfolios with nine of its own

July 12, 2018

Morningstar Inc. will start replacing the mutual funds in its managed portfolios with nine funds of its own, removing a layer of costs embedded in the current fee structure, the company said Thursday. The Morningstar funds were declared effective...

Target-date funds don't hit the retirement bull's-eye

July 18, 2018

The Vanguard Group published recently its "How America Saves 2018" report, a trove of data on more than 4.9 million retirement savers in 401(k)s, 403(b)s and other defined-contribution plans. My colleague Barry Ritholtz has already noted many...

Prospect of high cash distribution has investors chasing dividends through ETFs

July 13, 2018

A handful of dividend ETFs may owe President Donald J. Trump a thank you note. The iShares Core Dividend Growth ETF (ticker DGRO), Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Dividend Appreciation ETF (VIG) have absorbed more than $2...

JPMorgan ups its ETF game

July 17, 2018

JPMorgan Chase & Co. is finally gaining ground in the competitive ETF landscape with its BetaBuilder brand. Two of the lender's exchange-traded funds — the JPMorgan BetaBuilders Japan ETF (BBJP) and the JPMorgan BetaBuilders Europe ETF (BBEU)...

Should investment advisers be put on a pedestal when it comes to advice standards?

June 19, 2018

During the endless battle over investment advice standards, one thing has remained fairly consistent: Investment advisers hold the high ground. They are elevated as the paragon of care because they must meet a fiduciary standard and act in the...

Strategists see a blowout second half

July 2, 2018

A global trade war is looming and emerging markets are plunging. Time to pile into U.S. stocks. That's the message from Wall Street prognosticators, who have stuck with full-year forecasts during a first half that's been anything but smooth....

Take 5: Kunal Kapoor on travel, teaching kids about money and Chicago baseball

May 26, 2018

Morningstar's CEO loves investing, but he's got other interests, too. Here are five questions he answered for InvestmentNews senior columnist John Waggoner. John Waggoner:​ You and your family go to fairly exotic places on vacation, such as...

Separating fact from fiction with fund investor behavior

May 24, 2018

Despite what you may have heard, the least exciting aspect of our financial markets over the last 80 years has been the behavior of mutual fund investors during periods of volatility or crisis. And that's a good thing. The nearly $22 trillion...

Funds like Magellan need gamblers like Bill Gross

June 7, 2018

I know why investors don't care about Fidelity Magellan's comeback. As Bloomberg reported on Monday, the mutual fund made famous by hall-of-fame stock picker Peter Lynch is enjoying a resurgence after years of mediocre performance. The fund...

ETF fans, bulls versus bears, and booth people

June 12, 2018

InvestmentNews senior reporter John Waggoner has been covering the annual Morningstar Investment Conference this week in Chicago. Here are some highlights from the conference. Mellody Hobson, the president of Ariel Investments, touched on fees...

Morningstar evolving well beyond its origins analyzing mutual funds

May 26, 2018

Seventeen months into his tenure as CEO of Morningstar Inc., Kunal Kapoor finds himself in a familiar situation — selling to advisers, yet competing with them in some areas. Morningstar has radically reshaped itself since the days when its...

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