Mutual Funds

Displaying 5357 results
PRACTICE MANAGEMENT MAR 08, 2018
Gender of fund manager makes no difference in performance, Morningstar says

A more diverse fund industry would have no effect on investor returns.

By InvestmentNews
MUTUAL FUNDS MAR 07, 2018
Trump tariffs might not mean much for portfolios now

But investments could be affected if the president's move sets off a trade war

By John Waggoner
MUTUAL FUNDS MAR 06, 2018
Fidelity names two execs to head $1 trillion equity division

Dual appointment feeds into talk that the investment firm is moving away from its star manager approach.

By John Waggoner
RETIREMENT PLANNING MAR 06, 2018
Vanguard extends TDF dominance with 'unbelievable' growth

Its target-date assets have grown by $270 billion since 2015

By Greg Iacurci
MUTUAL FUNDS MAR 05, 2018
Morningstar embraces artificial intelligence for fund ratings

Humans and machines will work together to rate more than 10,000 funds and ETFs.

By John Waggoner
MUTUAL FUNDS MAR 03, 2018
International ETFs ready for takeoff

Global investing is hot, but here's what advisers need to know about a new wave of exchange-traded funds coming their way.

By John Waggoner
MUTUAL FUNDS FEB 28, 2018
Fidelity unlikely to scrap star system

But adding a team approach reduces fund volatility — and possibly harassment claims.

By John Waggoner
ETFS FEB 28, 2018
Smart-beta ETFs are hot for teachers

Well-known academics are signing up to advise asset managers on factors for smart-beta funds.

By Bloomberg
MUTUAL FUNDS FEB 28, 2018
Ameriprise hit with enforcement action over expensive share classes

SEC has made a crackdown on high-fee funds a top priority, including a program for self-reporting failures.

By Mark Schoeff Jr.
MUTUAL FUNDS FEB 27, 2018
Lipper awards: Vanguard the new victor

T. Rowe Price and American Funds clobber in target-date-fund categories.

By Jeff Benjamin
MUTUAL FUNDS FEB 27, 2018
Passive becomes the new active

With millions of indexes out there, a passive fund manager's choice of an index is an active decision.

By Bloomberg
PRACTICE MANAGEMENT FEB 27, 2018
Full list of 2018 Lipper Fund Awards winners

An interactive list of all the funds honored, across all years of return and by category.

By Ellie Zhu
ETFS FEB 26, 2018
Worried about rising rates? These ETFs may offer limited value

Few of the exchange-traded funds designed to cope with climbing interest rates are shining

By John Waggoner
EQUITIES FEB 26, 2018
Fidelity may rein in star stock pickers

Firm considering move to team management approach, says Wall Street Journal.

By InvestmentNews
MUTUAL FUNDS FEB 23, 2018
The sunny side of rising rates

Returns on money funds and CDs could outpace inflation this year

By John Waggoner
MUTUAL FUNDS FEB 23, 2018
Investing in bond funds when interest rates rise

As rates head higher, returns on cash can outpace returns on long-term bonds.

By Michael Finke and David Blanchett
ALTERNATIVES FEB 23, 2018
Is the REIT sell-off over?

Real estate investment trusts have gotten clobbered amid concerns about rising rates.

By John Waggoner
MUTUAL FUNDS FEB 22, 2018
Stocks tremble, but savers cheer rising rates

Rates on money funds and CDs could outpace inflation this year.

By John Waggoner
MUTUAL FUNDS FEB 21, 2018
Morningstar: Fund fees continue to fall

The reductions in fees are modest but continual.

By John Waggoner
ETFS FEB 20, 2018
Investors pile into cash ETF

SPDR T-Bill ETF took in $580 million last week, tops among U.S. fixed-income products.

By Bloomberg