Mutual Funds

Displaying 5353 results
Are the economics of active management becoming unsustainable?
RETIREMENT PLANNING FEB 27, 2019
Are the economics of active management becoming unsustainable?

Fidelity called the viability of a major fund platform into question, according to a report.

By Greg Iacurci
JPMorgan's $50 billion fund is cutting equities on dovish Fed
EQUITIES FEB 26, 2019
JPMorgan's $50 billion fund is cutting equities on dovish Fed

Global Income Fund's manager sees junk bonds as a safer way to play the Fed-induced rally.

By Bloomberg
Social Finance plans no-fee ETFs
ETFS FEB 25, 2019
Social Finance plans no-fee ETFs

Online lender SocialFinance will waive management fees on two stock funds for at least the first year

By Bloomberg
As volatility rises, United Capital gives advisers crash course in alts, options
RIA NEWS FEB 25, 2019
As volatility rises, United Capital gives advisers crash course in alts, options

Firm wants to add to advisers' tool kit so they can minimize client risk.

By Jeff Benjamin
The race to zero fees may be reaching its natural limits
MUTUAL FUNDS FEB 21, 2019
The race to zero fees may be reaching its natural limits

It may well be that investors care more about other characteristics than no cost.

By Barry Ritholtz
Mortgage ETF is one of the most popular this year
ETFS FEB 20, 2019
Mortgage ETF is one of the most popular this year

MBS exchange-traded fund is seeing demand from investors looking for safety and a little more yield.

By Bloomberg
Allianz says investors pulled $35 billion in Q4
MUTUAL FUNDS FEB 15, 2019
Allianz says investors pulled $35 billion in Q4

Bulk of the outflow occurred at Allianz unit Pimco.

By Bloomberg
Investing legend Jeff Vinik gets a lukewarm reception
RIA NEWS FEB 15, 2019
Investing legend Jeff Vinik gets a lukewarm reception

His struggle to attract assets shows how low fees and passive investing have brought star managers back down to earth.

By Jeff Benjamin
Life is brutish and short for new ETFs
OPINION FEB 15, 2019
Life is brutish and short for new ETFs

But a memorable stock ticker can give exchange-traded funds a boost.

By Barry Ritholtz
Finra catches Kestra Financial overcharging customers
INDEPENDENT BROKER DEALERS FEB 14, 2019
Finra catches Kestra Financial overcharging customers

IBD agrees to repay customers $1.9 million in addition to a $225,000 fine

By Jeff Benjamin
Financial advisers head to cash as stocks move up
RIA NEWS FEB 14, 2019
Financial advisers head to cash as stocks move up

Bigger cash weightings reveal a preference for safety over returns as the bull market ages

By Jeff Benjamin
Schwab, Fidelity expand commission-free ETF trading
ETFS FEB 12, 2019
Schwab, Fidelity expand commission-free ETF trading

Both will now offer more than 500 exchange-traded funds on a commission-free basis.

By Jeff Benjamin
Zero-fee ETFs are the elephant in the room at industry summit
MUTUAL FUNDS FEB 11, 2019
Zero-fee ETFs are the elephant in the room at industry summit

ETF fees have fallen, but so far no providers have matched Fidelity's offer of free mutual funds

By Bloomberg
The true cost of passive investing
MUTUAL FUNDS FEB 11, 2019
The true cost of passive investing

Investors need an active money manager for one simple reason: to protect them from themselves

By Scott Schermerhorn
WisdomTree said to have explored sale to JPMorgan Chase
MUTUAL FUNDS FEB 11, 2019
WisdomTree said to have explored sale to JPMorgan Chase

Discussions ended in December because the parties couldn't agree on a price.

By Bloomberg
Legg Mason to close a quarter of its ETFs
MUTUAL FUNDS FEB 08, 2019
Legg Mason to close a quarter of its ETFs

The firm is shutting three funds next month following a review of its product lineup.

By Bloomberg
Stock pickers are excited as passive funds shed $16 billion
EMERGING MARKETS FEB 08, 2019
Stock pickers are excited as passive funds shed $16 billion

Investors are moving out of ETFs to buy single stocks, with active bets seen as the key to outperformance.

By Bloomberg
Vanguard defends the value of active bond funds
OPINION FEB 06, 2019
Vanguard defends the value of active bond funds

When it comes to fixed income, active management helps investors avoid the inherent biases of bond indexes.

By Brian Chappatta
Vanguard shutters $1 billion mutual fund
RIA NEWS JAN 03, 2019
Vanguard shutters $1 billion mutual fund

Convertible securities fund to be liquidated because it attracted the wrong kind of investors.

By Jeff Benjamin
Shift from active to passive appproaches tipping point in 2019
MUTUAL FUNDS DEC 31, 2018
Shift from active to passive appproaches tipping point in 2019

U.S. mutual funds and exchange-traded funds that passively track indexes now hold 48% assets and are likely to top 50% in 2019.

By Bloomberg