Results for "mutual funds"

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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...

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...

Finra cites Cetera for mutual fund sales charge improprieties

May 4, 2017

Cetera Advisors Network has signed a letter of acceptance, waiver and consent with Finra acknowledging that its advisers sold higher-cost mutual fund shares to retirement plans and charitable organizations instead of lower-cost versions for...

Putnam kicks off expanded ESG effort

May 3, 2017

Putnam Investments has hired Katherine Collins to head a new sustainable investing effort that could lead to the introduction of the firm's first standalone ESG funds. In her new role, Ms. Collins will head a team responsible for overseeing...

How to pair your investments with your values and still come out okay

May 1, 2017

You don't necessarily have to compromise performance to invest in companies that are environmentally friendly, socially responsible and have good governance. A company that is kind to the environment, fair to its employees and those it does business...

Vanguard fires another salvo in the fee war

April 28, 2017

Vanguard announced another round of fee reductions today as the mutual fund price war rages on. The nation's largest fund company lowered the expense ratio on four share classes of the nation's largest mutual fund, the $550-billion Vanguard...

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....

Misclassified fund draws huge assets, then falters

February 16, 2017

The Catalyst Hedged Futures Strategy Fund (HFXIX) was up 6.2% last year, head and shoulders above the average managed futures fund, which fell 2.8%. Performance like that caught investors' eyes. The fund's assets soared from $1.2 billion in...

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...

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...

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