Results for "mutual funds"

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Fixed-income investors: Do you know what you own?

April 26, 2017

It is extremely important to know what you are buying. Understanding the fixed-income market and what you own can go a long way. The fixed-income market in general is not well understood. At the same time, it is important for investors to understand...

New mutual funds under DOL fiduciary rule could save investors at least 0.50% in returns: Morningstar

April 18, 2017

New mutual-fund share classes being developed as a result of the Department of Labor's looming fiduciary rule will likely save investors at least 0.50% in returns when compared with the current selection, according to a new analysis published...

Brinker Capital rolls out DOL fiduciary rule-friendly funds

April 12, 2017

Brinker Capital, an investment management platform geared toward financial advisers, is jumping on the fiduciary-rule bandwagon by converting $7 billion worth of managed account assets into a family of 10 mutual funds. The Destinations funds,...

First quarter stock performance soars, though investors pay a high price for it

April 3, 2017

Here's what you need to know about first-quarter mutual fund returns: Large company stocks beat small company stocks, growth trumped value, and international equities bested the home-grown variety. The Standard & Poor's 500 stock index gained...

American Funds clobber Lipper Awards for target-date funds

March 23, 2017

The American Funds added 24 Thomson Reuters Lipper Awards to their trophy case for 2017, while Thrivent and TIAA collected top honors as well. The awards were presented Thursday night at an awards dinner in New York. The American Funds, a longtime...

The full list of 2017 Lipper Fund Awards winners

March 23, 2017

The Thomson Reuters Lipper Fund Awards winners have been announced. Lipper measures the winners by their risk-adjusted returns over multiple periods. Award winners are rewarded for consistency over time, including the top 3-year, 5-year and...

Some active target-date fund managers shine as passive management continues 401(k) onslaught

March 16, 2017

While passive management continued its steady climb in the target-date fund market, a few asset managers with actively-managed TDFs managed to outshine their indexing counterparts in 2016. Target-date fund assets held by passive managers, led...

Bill Gross' Pimco successor, Dan Ivascyn, is on a hot streak

March 3, 2017

After star money manager Bill Gross left in 2014, Pacific Investment Management Co. seemed destined to fade from prominence and become just one of the many firms that dot the U.S. bond-industry landscape. But then Dan Ivascyn, the man tapped...

Advisers OK with David Booth stepping down as co-CEO of Dimensional Fund Advisors

February 23, 2017

Advisers took the announcement in stride Thursday that David Booth, founder of Dimensional Fund Advisors, was leaving his post as co-CEO of the firm. DFA, the $460 billion fund powerhouse, has made David Butler co-CEO alongside Eduardo Repetto....

Investors to U.S. stock funds: Drop dead

February 16, 2017

The Standard & Poor's 500 roared to a 1.98% gain in January, and investors yawned. The first winning January since 2013 should have cheered investors: A winning January agurs an up year 80% of the time. Yet U.S. stock funds saw a net inflow...

At Vanguard, customer complaints rise along with assets

February 16, 2017

As assets at Vanguard have soared, customer complaints have risen, too — something the fund behemoth is taking steps to fix, in part by hiring 1,700 new employees this year. Customers flooded Vanguard funds with $323 billion in new money last...

Funds with revenue-sharing fees can be cheapest option in 401(k) plans

February 14, 2017

The use of mutual funds with revenue-sharing fees in retirement plans has come under fire due to a push toward 401(k) fee transparency and an increase in excessive-fee litigation, which often attacks the practice due to cost concerns. But revenue-sharing...

Putnam merges, liquidates 10 funds

February 9, 2017

Putnam Investments is sending 10 of its funds to the dustbin of history. The Boston-based fund company will liquidate four funds: Strategic Volatility Equity Fund (PSVEX), Asia Pacific Equity Fund (PAPAX), Retirement Income Fund Lifestyle 2...

Morningstar announces top fund managers

January 26, 2017

David Herro was named international stock fund manager of the year by Morningstar Inc., the third time he has earned that distinction. Mr. Herro, who runs Oakmark International (OAKIX), was one of several fund managers to earn awards from Morningstar....

BlackRock's Laurence Fink watching how companies react to global upheaval

January 24, 2017

Laurence Fink, CEO of BlackRock Inc., said in a time of global upheaval — from Brexit to the election of Donald Trump — it's imperative that companies constantly assess their strategy and adapt to changing markets. In his annual letter to...

Smart beta could give funds an entry into ETF market

January 24, 2017

More than 2,200 people met at the Inside ETFs conference in Hollywood, Fla., this week, and it was all about product — smart beta product, specifically. The record attendance follows record flows to ETFs in 2016, with more than $280 billion...

Fred Alger Management scoops up Boston-based asset manager

January 18, 2017

Alger Associates, the parent company of Fred Alger Management, is acquiring Weatherbie Capital, a Boston-based registered investment adviser with $800 million under management. The deal, expected to close in March, represents Alger's first acquisition...

Even top notch firms feel sting from fickle investors

January 12, 2017

William Nygren has succeeded at a difficult task: picking stocks to deliver market-beating returns over long stretches of time. Both his $16.5 billion Oakmark Fund and his $5.6 billion Oakmark Select Fund have topped the S&P 500 by an annual...

Smart-beta returns track their Morningstar categories

January 5, 2017

Your fund may have the smartest beta around, but your returns are still ultimately going to stem from the fund's primary investment playground. Smart beta funds are index funds that use a set of rules to modify performance, preferably for the...

Calamos Asset Management to be taken private by its owner

December 19, 2016

Calamos Asset Management, one of the biggest money managers in Illinois, has agreed to be taken private by its longtime owner, founder and chairman, John Calamos, and its CEO, John Koudounis. The Naperville-based company, which manages money...

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