Results for "mutual funds & ETFs"

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FS Investments promotes Mike Kelly to president

July 26, 2017

FS Investments has promoted Mike Kelly, currently its chief investment officer, to president. He will continue to lead the firm's investment efforts. The firm, based in Philadelphia, manages alternative assets and has more than $20 billion in...

Vanguard winning at bond inflows, too

July 25, 2017

Most people know that Vanguard has been vacuuming up stock assets faster than an elephant in a peanut warehouse. But what company is leading in scooping up bond-fund assets? That would be Vanguard. Of the 30 top-selling taxable bond mutual funds...

Morningstar: Advisers are overreacting to fund manager changes

July 24, 2017

If you're quick to move clients out of a fund because of a management change, a new paper by Morningstar has a word of advice for you: Knock it off. The paper, released Monday, looked at returns from actively managed stock and bond fund from...

Time to remind clients about taxes

July 20, 2017

As Congress turns its attention to taxes, it might be a good time to turn your clients' attention to the amount Uncle Sam takes from investment returns. The IRS levies taxes on dividends and capital gains distributions in taxable accounts, as...

Shifting DCIO distribution offers opportunity for 401(k) advisers

July 19, 2017

In the large defined-contribution-plan market — the realm of plans larger than $1 billion — the norm is for money managers to sell directly to plan sponsors and work cooperatively with the plan's consultants. For smaller plans, the defined...

How to Invest for the Rest of 2017: Our Mid-Year 2017 Outlook

July 19, 2017

Heading into the second half of 2017, we believe the elongated U.S. credit and business cycle – currently eight years old and counting – will continue through the end of the year. Yet for the first time in almost a decade, the risks to the...

Activists add tailwinds to closed-end funds

July 14, 2017

If you're an adviser, you probably don't want activists banging on your door. But if you're a closed-end fund investor, activists are good thing indeed, and they're making big changes in the industry. Closed-end funds are the coelacanths of...

LPL to roll out new mutual fund platform as DOL fiduciary rule takes effect

July 13, 2017

LPL Financial announced Thursday it plans to roll out a new mutual fund platform to advisers early next year to eliminate perceived conflicts of interest in compensation as the Labor Department's fiduciary rule is set to take full effect. LPL,...

A shares live on, despite some hefty upfront sales charges

July 13, 2017

Remember the days when your clients paid you upfront to buy a mutual fund? Apparently, those days aren't entirely gone. The 15 largest A share classes saw net new cash flow of $8.1 billion over the past 12 months, according to Morningstar Inc....

Asset management revenue, profits down in 2016 for first time since 2008

July 12, 2017

Rising markets aren't a haven for money managers. For the first year since the 2008 financial crisis, revenue earned by asset management firms globally fell in 2016 along with profits, according to a report Tuesday by Boston Consulting Group....

Fund manager MFS sued for self-dealing in its 401(k) plans

July 10, 2017

MFS Investment Management has been sued for self-dealing in its company 401(k) plans, becoming the latest fund firm to be targeted for stocking its retirement plan primarily with proprietary investments. The plaintiff in the lawsuit, Velazquez...

Will new smart-beta strategies boost target-date funds' performance?

July 8, 2017

Target-date funds are the Energizer Bunny of the mutual fund world. As the industry struggles furiously for investors' money, target-date funds slide blithely by, with billions of dollars in new money flowing in. Now they're adding a little...

Dominated by women, tech-heavy fund is up 36% on the year

July 6, 2017

Zevenbergen Genea doesn't exactly roll off the tongue. But so far, the $5.7 million fund is on a roll. The fund, which trades under the ticker ZVGNX, is a concentrated, go-anywhere fund that is largely focused in technology. So far this year,...

Fidelity, American Century adopting new TDF fee tactic as cost pressures grow

July 5, 2017

Two of the largest managers of target-date-fund assets, Fidelity Investments and American Century Investments, are changing how they assess fees in the multi-asset funds, at a time of heightened cost scrutiny and as TDFs capture an increasing...

8 top performing mutual funds and ETFs for the first half of 2017, and one to avoid

June 30, 2017

The first half of 2017 is over, and it’s been a good one for investors: The Standard & Poor’s 500 stock index gained 9.2%, and the MSCI Europe, Australasia and Far East (EAFE) index jumped 12.6%. Here’s a look at some of the top-performing...

ETF licenses the name of Quincy Jones to draw attention to its fund

June 28, 2017

Quincy Jones is now at the helm of the ETF spaghetti cannon. In a new, potentially quixotic, attempt to stay relevant, distributors of exchange-traded funds are no longer content with branding their products with star investors like State Street...

Waddell & Reed latest active fund manager sued for 401(k) self-dealing

June 28, 2017

Waddell & Reed Financial Inc., which sponsors the Waddell & Reed and Ivy-branded investment funds, has been sued for self-dealing in its own 401(k) plan, joining a string of other asset managers to have been targeted recently for similar allegations....

10 funds with largest 3-year outflows

June 26, 2017

Investors have been more open to a clown inviting them into the woods than they have been to buying actively managed mutual funds. And that’s understandable, given how poorly many managers have fared against passively managed index funds....

Investors are sticking with dividend ETFs despite the Fed's moves

June 22, 2017

U.S. lending rates are rising, and investors are holding on to $151 billion worth of dividend ETFs. Cue the sell-off? Not so fast. Even as the Federal Reserve increased interest rates last week for the fourth time since the financial crisis,...

Collective investment trusts getting more attention from 401(k) advisers

June 21, 2017

Mutual funds hold the lion's share of 401(k) assets, but another investment vehicle -— collective investment trusts — are quickly emerging as a contender. Indeed, among the largest 401(k) plans, or those with more than $1 billion in assets,...

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