Mutual Funds

Displaying 5353 results
Overlooked fund category is dominating 2019
RIA NEWS MAY 29, 2019
Overlooked fund category is dominating 2019

Mid-cap funds exhibit unexplained momentum to lead all fund categories so far this year.

By Jeff Benjamin
Wealthfront has courted controversy with risk-parity fund
FINTECH MAY 28, 2019
Wealthfront has courted controversy with risk-parity fund

Critics see a volatile product that has underperformed benchmarks and contains difficult-to-understand costs.

By Bloomberg
Trade-war threat presents opportunities for energy investments
MUTUAL FUNDS MAY 23, 2019
Trade-war threat presents opportunities for energy investments

Master limited partnerships are riding high.

By Jeff Benjamin
How one adviser is getting ahead of the hot IPO market
RIA NEWS MAY 22, 2019
How one adviser is getting ahead of the hot IPO market

Fund will tackle the risks and rewards of buying companies before they go public.

By Jeff Benjamin
How ETF investors are playing trade tensions
ETFS MAY 20, 2019
How ETF investors are playing trade tensions

They're exiting funds that focus on Chinese tech companies and shorting the S&P 500.

By Bloomberg
The growth of factor-based investing
MUTUAL FUNDS MAY 18, 2019
The growth of factor-based investing

Advisers are making decisions about clients' portfolios by using the same characteristics that govern factor-based ETFs.

By Jeff Benjamin
Grim milestone for active management
EQUITIES MAY 16, 2019
Grim milestone for active management

Passive investments makes an historic claim to market share dominance of U.S. equity fund assets

By Jeff Benjamin
Uber IPO flop is coming to an ETF near you
ETFS MAY 15, 2019
Uber IPO flop is coming to an ETF near you

Two exchange-traded funds focus on newly listed companies.

By Bloomberg
Fate worse than zero hits fund land
ETFS MAY 15, 2019
Fate worse than zero hits fund land

A survey shows younger investors embrace passive funds, suggesting the downward pressure on fees will continue.

By Mark Gilbert
Capital Group, bastion of active management, rebounds to $1.9 trillion
MUTUAL FUNDS MAY 14, 2019
Capital Group, bastion of active management, rebounds to $1.9 trillion

American Funds sponsor still faces uncertain future as investors flock to low-cost, passive investing.

By Bloomberg
Small-cap stocks bear the brunt of trade dispute
EQUITIES MAY 13, 2019
Small-cap stocks bear the brunt of trade dispute

Contrary to popular thinking, smaller companies prove most vulnerable to geopolitical wrangling.

By Jeff Benjamin
Kyle Weaver of Fidelity pursues deep value in secular themes
EQUITIES MAY 13, 2019
Kyle Weaver of Fidelity pursues deep value in secular themes

High-performing growth fund includes pre-IPO Juul among its top holdings.

By Jeff Benjamin
ETF investors see gyrating markets over next six months
MUTUAL FUNDS MAY 10, 2019
ETF investors see gyrating markets over next six months

Schwab study finds ETF investors view vehicle as way to manage volatility.

By InvestmentNews
Finra bars former America Northcoast rep over unsuitable ETF trades
MUTUAL FUNDS MAY 10, 2019
Finra bars former America Northcoast rep over unsuitable ETF trades

Dominic Tropiano made 52 trades in two customers' accounts without their knowledge.

By InvestmentNews
Actively managed TDFs are getting edged out
RETIREMENT PLANNING MAY 09, 2019
Actively managed TDFs are getting edged out

Passive target-date funds, which invest primarily in index funds, got nearly all the new money flowing into target-date funds last year

By Greg Iacurci
'Death by Amazon' gauge exposes gulf between retail ETFs
ETFS MAY 09, 2019
'Death by Amazon' gauge exposes gulf between retail ETFs

Some exchange-traded funds have big positions in Amazon, while others are investing in companies the online giant is slowly killing.

By Bloomberg
ETFs threaten to 'amplify' systemic risk when liquidity dries up
ETFS MAY 09, 2019
ETFs threaten to 'amplify' systemic risk when liquidity dries up

Report from Moody's raises the possibility that ETF market makers might step away during market turmoil.

By Bloomberg
Galvin charges Janney with churning high-fee mutual funds
MUTUAL FUNDS MAY 07, 2019
Galvin charges Janney with churning high-fee mutual funds

Massachusetts alleges firm flagged problem with former broker but did nothing to stop him.

By Mark Schoeff Jr.
Federal appeals court rules against advisers on disclosure failure
MUTUAL FUNDS MAY 06, 2019
Federal appeals court rules against advisers on disclosure failure

Lawyer says the case gives SEC enforcement more ammunition on share-class crackdown.

By Mark Schoeff Jr.
The longest bull market in history can't shake the skeptics
RIA NEWS MAY 03, 2019
The longest bull market in history can't shake the skeptics

Investors abandon equity mutual funds as the S&P 500 logs a 16% gain.

By Jeff Benjamin