Mutual Funds

Displaying 5353 results
Betterment adds Dimensional Fund Advisors to its adviser robo
FINTECH APR 11, 2019
Betterment adds Dimensional Fund Advisors to its adviser robo

Advisers will still need to get DFA's approval to access its mutual funds.

By Ryan W. Neal
You won't believe how some advisers are hedging market risk
RIA NEWS APR 11, 2019
You won't believe how some advisers are hedging market risk

As the risk of a recession and market pullback mounts, some advisers taking risk completely off the table.

By Jeff Benjamin
BlackRock wages secret fee war for junk-debt ETF investors
ETFS APR 09, 2019
BlackRock wages secret fee war for junk-debt ETF investors

State Street and DWS Group have also quietly cut fees on high-yield bond ETFs.

By Bloomberg
ETF that doesn't reveal its assets poised to get SEC OK
ETFS APR 09, 2019
ETF that doesn't reveal its assets poised to get SEC OK

Precidian Funds has been waiting four years for the agency's approval

By Bloomberg
Factor investing gets a reboot as ebbing demand bites at ETFs
ETFS APR 05, 2019
Factor investing gets a reboot as ebbing demand bites at ETFs

ETF providers are trying to woo investors with all-in-one funds that pull together several factors.

By Bloomberg
Morningstar improving bond fund data reporting
MUTUAL FUNDS APR 04, 2019
Morningstar improving bond fund data reporting

The change could impact how advisers construct fixed-income portfolios for clients.

By Greg Iacurci
Active managers stumble in March after hot start to 2019
MUTUAL FUNDS APR 03, 2019
Active managers stumble in March after hot start to 2019

Their poor showing threatens to choke off the opportunity for active management to reassert itself after the market's meltdown late last year.

By Bloomberg
Alternative strategies earn their keep over six months of market extremes
RIA NEWS APR 03, 2019
Alternative strategies earn their keep over six months of market extremes

The key is looking beyond the broad category averages to focus on portfolio managers and the investment process

By Jeff Benjamin
Looking beyond the S&P 500: Time to refresh portfolios, benchmarks
EQUITIES APR 03, 2019
Looking beyond the S&P 500: Time to refresh portfolios, benchmarks

Investors should broaden their focus beyond large caps, and advisers should ensure that their clients benchmark their portfolios correctly.

By James Macey
How mid-cap growth funds owned the first quarter
RIA NEWS APR 02, 2019
How mid-cap growth funds owned the first quarter

Investors who stayed put during the fourth-quarter market meltdown were rewarded by mid-cap managers.

By Jeff Benjamin
Demand for growth stocks produces record inflows for ETF
EQUITIES APR 01, 2019
Demand for growth stocks produces record inflows for ETF

The SPDR Portfolio 500 Growth ETF took in nearly $630 million in March, the largest monthly inflow for the almost 19-year-old fund.

By Bloomberg
Some mutual fund investors might unwittingly already own shares of Lyft
RIA NEWS MAR 28, 2019
Some mutual fund investors might unwittingly already own shares of Lyft

Fidelity Investments bought into the ride-sharing company ahead of the upcoming IPO.

By Jeff Benjamin
Latest price-war salvo pegs fees to low-risk performance
RIA NEWS MAR 28, 2019
Latest price-war salvo pegs fees to low-risk performance

Dallas-based asset manager road tests a fee model that might be too complex for some investors to grasp.

By Jeff Benjamin
Vanguard poised to top BlackRock in first-quarter U.S. ETF flows
ETFS MAR 27, 2019
Vanguard poised to top BlackRock in first-quarter U.S. ETF flows

Vanguard's exchange-traded funds have taken in $17 billion so far this year, while BlackRock has gathered $14 billion.

By Bloomberg
Bots are forging the next generation of index funds
FINTECH MAR 26, 2019
Bots are forging the next generation of index funds

At least 20 funds now claim to use artificial intelligence as a building block.

By Bloomberg
BlackRock invests in pot stock
MUTUAL FUNDS MAR 22, 2019
BlackRock invests in pot stock

Five of its funds are the largest institutional investor in Curaleaf, which recently struck a deal with CVS.

By Bloomberg
401(k) managed accounts becoming more diverse
RETIREMENT PLANNING MAR 21, 2019
401(k) managed accounts becoming more diverse

Empower's new product lets advisers select the underlying investments.

By Greg Iacurci
As cash-back ETF hits funds market, signs of trouble appear
ETFS MAR 20, 2019
As cash-back ETF hits funds market, signs of trouble appear

Index funds have exploded into a $7 trillion industry, but the sector now faces slower asset growth and declining revenue from fees.

By Bloomberg
Saudi Arabia global ranking boosted by ETFs in US, UK
EMERGING MARKETS MAR 19, 2019
Saudi Arabia global ranking boosted by ETFs in US, UK

ETFs based in London and New York together attracted around $327 million in new money since January.

By Bloomberg
Goldman to buy S&P portfolio unit to boost ETF sales
ETFS MAR 19, 2019
Goldman to buy S&P portfolio unit to boost ETF sales

Acquiring the Investment Advisory Services unit gives Goldman a way to market its ETFs via model portfolios.

By Bloomberg