Results for "mutual funds & ETFs"

Displaying 1,818 results

Sort: Date | Relevance

Author:

Fidelity's RIA business: a strong No. 2 that's working harder

March 26, 2017

Fidelity lost its title as the largest mutual fund manager to archrival Vanguard Group in 2003, and in the race for RIA assets, Fidelity also plays second fiddle — in this case, to Charles Schwab & Co. But if you put all of its businesses...

Remember the tech wreck? For some, the hurting hasn't stopped

March 24, 2017

The technology bubble popped 17 years ago on March 24, 2000. When will the hurting stop? For some investors, the answer is "not any time soon." Consider the Nysa fund (NYSAX), a tiny $1.7 million fund that survived the tech wreck, but just barely....

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...

Large advisory shops build custom target-date funds

March 19, 2017

Advisory practices with tens of billions in defined-contribution-plan assets are building custom target-date funds for advisers to use with clients, leveraging their scale to deliver low-cost funds to even the smallest retirement plans and,...

Small funds get less Morningstar attention, says industry watcher

March 17, 2017

Small mutual funds, like small-company stocks, tend to be overlooked. And fund research giant Morningstar is covering fewer of those small funds than it once did, according to David Snowball, whose Mutual Fund Observer provides insights 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...

Investors flee some low-volatility funds — possibly at worst time

March 15, 2017

Low volatility funds saw big inflows last year because they promised to protect investors from big swings in the stock market. Now the tide is turning in the other direction — and possibly at the exact wrong time. Low volatility funds and...

Helping investors keep their footing in shifting sands

March 12, 2017

This is an edited version of a speech given Feb. 24 by Kara M. Stein, commissioner of the Securities and Exchange Commission, at the Practising Law Institute's SEC Speaks conference in Washington, D.C. The markets exist to connect the capital...

Senate panel approves bill to promote ETF research

March 9, 2017

Legislation that would allow for wider distribution of research on exchange-traded funds advanced in the Senate on Thursday. The Senate Banking Committee approved the measure, the Fair Access to Investment Research Act of 2017, by a voice vote....

Expect a spring torrent of new mutual fund share classes

March 8, 2017

If you thought there were enough mutual fund share classes already, just wait. The fund industry is expecting a flood of new share classes this year, sparked in part by the Department of Labor's fiduciary rule. To set the stage: the Investment...

Brokers-dealers move to trim fund offerings as they adjust to DOL rule

March 8, 2017

The Department of Labor's fiduciary rule has led broker-dealers to take stock of the mutual funds they distribute, and the outlook isn't rosy for small investment providers. Many broker-dealers have decided to — or are at least considering...

Judge orders advisory firm to give up Ariel name

March 6, 2017

When Christopher Bray started his advisory firm three years ago, it seemed like a good idea to name it after his daughter, Ariel, who was 4 years old at the time. And while there was a mutual fund company already named Ariel Investments, Mr....

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...

Post-election confidence leads to gains for domestic stock funds

March 3, 2017

This may no longer be the most hated bull market in history. The Standard & Poor's 500 stock index has roared to a 22.5% gain the past 12 months, yet investors have yanked an estimated $2.4 billion from domestic mutual fund and ETFs during that...

Taking value into account could improve target-date results: study

March 2, 2017

Target-date funds can improve outcomes by using relatively simple dynamic swings in their asset allocation – but the biggest improvement comes from simply saving more. Peter Chiappinelli and Ram Thirukkonda of the Grantham, Mayo & Van Otterloo...

TD Ameritrade jumps into pricing battle with Fidelity and Schwab

March 1, 2017

TD Ameritrade Holding Corporation is cutting its online equity and ETF trade commissions to $6.95 from $9.99, and lowering its options pricing to $6.95 plus $0.75 per contract. The pricing is effective March 6 and applies to the firm's retail...

Vanguard cuts expense ratios — again

February 24, 2017

The Vanguard Group cut fees on 68 mutual fund and ETF shares Friday, as industry watchers wonder: How low can expenses go? The recent round of expense cuts marks the third time in three months that Vanguard has cut fees. The move has saved investors...

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...

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...

Next Page »

1 | 2 | 3 | 4 | 5 ... 91