Mutual Funds

Displaying 5353 results
Answering 'Is that an ETF?' may get easier under plan put to SEC
ETFS OCT 29, 2018
Answering 'Is that an ETF?' may get easier under plan put to SEC

Proposal would bar leveraged products from describing themselves as exchange-traded funds

By Bloomberg
Advisers revisit bond ladders as rates rise
PRACTICE MANAGEMENT OCT 29, 2018
Advisers revisit bond ladders as rates rise

As interest rates head higher, pushing bond prices down, advisers seek safety in individual bonds.

By Jeff Benjamin
Investors jump into ETFs that took a beating in the latest sell-off
EQUITIES OCT 29, 2018
Investors jump into ETFs that took a beating in the latest sell-off

Funds that track areas like small-cap stocks and semiconductor manufacturers are seeing inflows.

By Bloomberg
Investors shovel $4 billion into U.S. stock ETFs
EQUITIES OCT 25, 2018
Investors shovel $4 billion into U.S. stock ETFs

Flows into two big exchange-traded funds tracking the S&P 500 were the highest in over a month.

By Bloomberg
Fidelity ramps up 401(k) managed account distribution
RETIREMENT PLANNING OCT 25, 2018
Fidelity ramps up 401(k) managed account distribution

Company plans to bypass record keepers and ask plan sponsors directly if they will offer its managed accounts to retirement plan participants.

By Greg Iacurci
Best- and worst-performing international funds
MUTUAL FUNDS OCT 20, 2018
Best- and worst-performing international funds

By IN Research and Ellie Zhu
Best- and worst-performing fixed-income funds
MUTUAL FUNDS OCT 20, 2018
Best- and worst-performing fixed-income funds

By category, ranked by one-year total returns.

By John Goff
Best- and worst-performing equity funds
ALTERNATIVES OCT 20, 2018
Best- and worst-performing equity funds

By category, ranked by one-year total returns.

By mlanche
Cheap is great; free will usually cost you
OPINION OCT 19, 2018
Cheap is great; free will usually cost you

In the financial services industry, free simply doesn't exist. It can't.

By Barry Ritholtz
Market volatility brings alternative investments back into focus
RIA NEWS OCT 19, 2018
Market volatility brings alternative investments back into focus

Asset managers struggle to get investors on board before it's too late.

By Jeff Benjamin
Tech turnaround might seem familiar to whipsawed investors
MUTUAL FUNDS OCT 17, 2018
Tech turnaround might seem familiar to whipsawed investors

Biggest ETF tracking the Nasdaq 100 has experienced five sell-offs so far this year.

By Bloomberg
New ETF team at Bank of America picks funds
ETFS OCT 17, 2018
New ETF team at Bank of America picks funds

Just last year, a new law lifted a U.S. regulatory ban on brokers putting buy or sell ratings on exchange-traded funds.

By Bloomberg
ETF investors are rewriting the rules on hedging risk
EQUITIES OCT 16, 2018
ETF investors are rewriting the rules on hedging risk

Amid rising rates and a stock sell-off, traders head to safety via routes like utilities and ultra-short fixed income.

By Bloomberg
Largest financials ETF sees outflows
MUTUAL FUNDS OCT 15, 2018
Largest financials ETF sees outflows

Investors head out as bank earnings kick in

By Bloomberg
Wealthfront risk parity fund accused of underperforming
FINTECH OCT 12, 2018
Wealthfront risk parity fund accused of underperforming

Criticism mounts but robo-adviser defends its strategy.

By Ryan W. Neal
Vanguard experiences technical problems during Wednesday sell-off
FINTECH OCT 11, 2018
Vanguard experiences technical problems during Wednesday sell-off

Some customers had a hard time accessing the mutual fund firm's website as stocks plunged.

By Bloomberg
Market slide awakens nervous investors, puts advisers back to work
MUTUAL FUNDS OCT 11, 2018
Market slide awakens nervous investors, puts advisers back to work

Some reach out to clients who need hand-holding, while others see decline as opportunity to drum up new business.

By Jeff Benjamin
When investment performance is too good to be true
MUTUAL FUNDS OCT 10, 2018
When investment performance is too good to be true

Morningstar reported a Great-West Financial bond fund returned 7.1% in the third quarter— except it didn't.

By Jeff Benjamin
True costs of an ETF lie far beyond its expense ratio
ETFS OCT 04, 2018
True costs of an ETF lie far beyond its expense ratio

In addition to explicit expenses, implicit and opportunity costs should be factored into which exchange-traded fund is chosen.

By CNELSON
MUTUAL FUNDS OCT 04, 2018
Tools of the Trade

Like stocks, ETFs are portfolios of holdings in which shares trade throughout the day—but there are key differences. Explore three levels of ETF liquidity.

By Gillian Albert