Mutual Funds

Displaying 5345 results
INVESTING EMERGING MARKETS APR 30, 2018
Top-performing junk bond fund moves out of junk

Absalon Global High Yield, which beat 97% of its peers last year, is no longer buying triple-C credits.

By Bloomberg
INVESTING MUTUAL FUNDS APR 30, 2018
Funds that let investors tap into M&A fever

These investments let your clients tap into the current M&A boom.

By John Waggoner
INVESTING ALTERNATIVES APR 28, 2018
More advisers use alts, but few understand them

Alternative investments are complex and difficult to define, let alone explain to clients?

By John Waggoner
INVESTING MUTUAL FUNDS APR 27, 2018
Fund fees head south

Average fee for U.S. mutual funds and ETFs declined by about 8% last year, Morningstar data show.

By Bloomberg
INVESTING ETFS APR 24, 2018
U.S. exchange-traded products slowed in first quarter on market volatility

Q1 growth pace of 0.5% was the lowest since 2015

By Charles McGrath
INVESTING MUTUAL FUNDS APR 23, 2018
Mutual funds stand to gain as muni investors get first look at fees

Brokerage firms must start disclosing the fees they charge to buy and sell state and local government debt.

By Bloomberg
INVESTING ETFS APR 20, 2018
Multifactor ETFs thrive, but how do you use them?

They offer active strategies at a low price, but multifactor exchange-traded funds are still untested.

By John Waggoner
INVESTING RETIREMENT PLANNING APR 19, 2018
Principal sued for stacking its TDFs with proprietary funds

The firm allegedly used high-cost, underperforming index funds in its hybrid target-date funds.

By Greg Iacurci
INVESTING FINTECH APR 18, 2018
Wealthfront cutting costs on its risk parity mutual fund

The digital adviser says it's moved $500 million over to first proprietary fund.

By Ryan W. Neal
INVESTING ALTERNATIVES APR 18, 2018
Investing in virtue is hard when few companies qualify

Two biggest socially responsible ETFs both have positions in Facebook

By Nir Kaissar
INVESTING RETIREMENT PLANNING APR 16, 2018
Plan advisers, consultants question value of managed accounts

Respondents to PIMCO survey say target-date funds offer better value.

By Robert Steyer
INVESTING MUTUAL FUNDS APR 13, 2018
Investors flee high-yield bond funds and ETFs

Investors flee high-yield bonds as interest rates rise.

By John Waggoner
INVESTING EMERGING MARKETS APR 12, 2018
To invest during a trade war, think local and think small

Small-company stocks are one place to shelter from potential hostilities.

By John Waggoner
INVESTING MUTUAL FUNDS APR 12, 2018
Growth in BlackRock ETFs likely to slow

Company is trying to diversify into higher-fee alternatives, build out tech platform.

By Bloomberg
INVESTING MUTUAL FUNDS APR 12, 2018
Sector that's been hosed for five years finally sees light of day

Oil prices are rising, and that's good news for energy funds.

By John Waggoner
INVESTING ETFS APR 11, 2018
Do investors know Barclays is shutting their ETN?

Holders remain in 50 exchange-traded notes the British bank will close Thursday

By Bloomberg
INVESTING ESG APR 10, 2018
Pacer rolls out ETF that invests in veteran-friendly employers

Vets still have a higher unemployment rate than the general population.

By John Waggoner
INVESTING EQUITIES APR 10, 2018
U.S. target-date funds have strong home-country equity bias

Mercer survey of 68 TDF series finds assets grew 30.8% in 2017.

By Meaghan Kilroy
INVESTING EMERGING MARKETS APR 09, 2018
To invest during a trade war, think local and think small

Small-company stocks are one place to shelter from potential hostilities.

By John Waggoner
INVESTING MUTUAL FUNDS APR 09, 2018
Invesco increases its ETF position with acquisition of Guggenheim Investments

Purchase results in 28% growth, making it the fourth-largest ETF issuer in the U.S.

By Bloomberg