Results for "mutual funds & ETFs"

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Popularity of index funds and ETFs driving down average costs: Morningstar

May 23, 2017

As assets continue to flow into index mutual funds, ETFs and institutional share classes, investors paid less in fund expenses in 2016 than ever before, said Morningstar, Inc., in its annual fund fee study. The asset-weighted average net expense...

Tips on lowering ETF transaction costs

May 22, 2017

Chuck Thomas Chuck Thomas is head of the U.S. ETF Capital Markets Team. In this column, he explains how being mindful of the risks borne by market makers can help advisors cut transaction costs. A core function of our ETF Capital Markets Team...

Low volatility funds live up to their name as market falls

May 18, 2017

Low-volatility funds largely lived up to their name in Wednesday's market carnage — but clients should be reminded that "low-vol" doesn't mean "no loss." As their category name implies, low-vol funds are designed to not bounce as high or fall...

Harvard goes low-cost with big investment in high-yield bond ETF

May 16, 2017

The Harvard University endowment's biggest publicly traded holding is a high-yield bond exchange-traded fund, a move into a cheap, passive investment as the school replaces some of its own traders with external money managers. Harvard Management...

Online security ETFs surge in face of cyberattacks

May 15, 2017

Call it the flight to cyber-safety. After a wave of global online attacks over the weekend, companies such as FireEye Inc. that provide software security services gained Monday on speculation the exposed weaknesses may trigger a surge in security...

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...

Will the fiduciary rule shrink the ever-expanding world of share classes?

May 13, 2017

First there was​ little share class A. Then there were little share classes B and C. Faster than you could say, "The Cat in the Hat," there were little share classes I, N, K, F and Y. Now the fund industry is contemplating unleashing an estimated...

Investors turn to international equity funds in April

May 12, 2017

Stock investors sent their money to Paris in April — and London, Hong Kong and Brussels, according to Morningstar's most recent report on mutual fund and ETF flows. International equity funds saw a net $21.1 billion in new money in April,...

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...

Morgan Stanley drops Vanguard mutual funds from platform

May 4, 2017

Morgan Stanley is dropping mutual funds from Vanguard from its platform. Reuters reports that Morgan Stanley will not force its clients to liquidate any of their current holdings in Vanguard funds, but starting Monday, the firm's advisers will...

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...

In departure from previous administration, SEC approves quadruple-leveraged fund

May 3, 2017

In an apparent departure from the previous administation, the Securities and Exchange Commission has approved a pair of quadruple-leveraged exchange-traded funds from Exchange Traded Managers Group. ForceShares Daily 4X US Market Futures Long...

More ETFs getting put on deathwatch

May 3, 2017

According to the Morningstar database, 471 exchange-traded funds have been shuffled off to the dustbin of history in the past five years. How do you know if an ETF is headed towards the Choir Invisible? And how much does it matter? The growth...

Diverse asset management firms are hard to find

May 3, 2017

If you're looking for diversity in asset management – whether it's by gender or race – you're going to have to look pretty hard to find it, according to a study commissioned by the John S. and James L. Knight Foundation. The research looked...

House approves bill to lift restrictions on brokers' ETF research reports

May 2, 2017

The House has overwhelmingly approved legislation that would enable brokers to publish research reports about exchange traded funds. The chamber passed the bill, the Fair Access to Investment Research Act, 405-2, Monday night in a fast-track...

Fund analysts debate Morningstar's move into money management

May 2, 2017

Morningstar has come a long way from its origins as a quarterly newsletter produced in founder Joe Mansueto's Chicago apartment. That was 33 years ago, back when it took persistent effort just to get fund companies to publish the names of their...

Against the grain, RIAs see upside in active management

May 2, 2017

Despite the multi-year trend of assets moving out of actively managed funds and into passive indexed strategies, financial advisers are far from abandoning active management. "In my opinion, a combination of both active and passive offers the...

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