Mutual Funds

Displaying 5357 results
RETIREMENT PLANNING AUG 21, 2017
401(k) advisers value active management in some categories, despite indexing craze

Fixed income and emerging markets are areas where active funds make sense, some experts say.

By Bruce Shutan
EMERGING MARKETS AUG 18, 2017
Mutual fund class of 2016 gets boost from international investments

Fund sponsors followed flows, which led to a reasonably happy outcome for many.

By John Waggoner
EMERGING MARKETS AUG 16, 2017
International investing: How to set an allocation you — and your clients — can live with

International mutual funds and ETFs are on a roll. Is it time to get in or get out?

By John Waggoner
EMERGING MARKETS AUG 16, 2017
ETFs making emerging markets vulnerable to sudden outflows: Citi

The $244 billion invested in emerging-market ETFs is about 19 percent of the total invested in emerging-market mutual funds, according to the firm.

By Bloomberg
RETIREMENT PLANNING AUG 15, 2017
How to select the right TDF for a 401(k) plan

A fiduciary process involves a full understanding of what should be done, rather than what can be done.

By Blaine F. Aikin
MUTUAL FUNDS AUG 15, 2017
Eduardo Repetto to leave Dimensional Fund Advisors

Gerald O'Reilly, currently co-CIO, will take over as co-CEO with David Butler.

By John Waggoner
PRACTICE MANAGEMENT AUG 14, 2017
FSC Securities to pay $592,000 for failure to supervise leveraged ETFs

The Financial Industry Regulatory Authority Inc. and FSC Securities last Thursday announced that the firm will pay a $100,000 fine and $492,000 to clients.

By Bruce Kelly
EQUITIES AUG 10, 2017
Investors pour money into bonds, international in July

U.S. stocks? Not so much.

By John Waggoner
MUTUAL FUNDS AUG 08, 2017
Wallace Weitz: What it's like to be a value investor in a growth market

Long/short fund up 10% with big short position.

By John Waggoner
MUTUAL FUNDS AUG 04, 2017
Vanguard welcomes fee wars with rivals Fidelity and BlackRock

Vanguard's incoming chief executive officer said the company will keep lowering fund expenses as it grows.

By Bloomberg
MUTUAL FUNDS AUG 04, 2017
5 balanced funds have managed to beat the S&P 500 in the past decade

Balanced funds can make a nice proxy for the virtues of a diversified portfolio.

By John Waggoner
ETFS AUG 03, 2017
Fiduciary rule will top agenda for new head of SEC's Division of Investment Management

David Grim steps down after two-decade career at agency; new leader has not been named.

By Mark Schoeff Jr.
RIA NEWS JUL 31, 2017
Fidelity Investments fires another salvo in the fee wars

Mutual fund company announces fee cuts to 14 of its stock and bond index funds, claiming they have less expensive comparable funds than archrival Vanguard.

By John Waggoner
PRACTICE MANAGEMENT JUL 26, 2017
FS Investments promotes Mike Kelly to president

Will retain role as chief investment officer.

By InvestmentNews
MUTUAL FUNDS JUL 25, 2017
Vanguard winning at bond inflows, too

But iShares is strong competition.

By John Waggoner
MUTUAL FUNDS JUL 24, 2017
Morningstar: Advisers are overreacting to fund manager changes

Study finds little negative impact on returns when management of a fund changes.

By John Waggoner
MUTUAL FUNDS JUL 20, 2017
Time to remind clients about taxes

No matter what tax reform Congress enacts, funds will still feel a bite

By John Waggoner
RETIREMENT PLANNING JUL 19, 2017
Shifting DCIO distribution offers opportunity for 401(k) advisers

Some asset managers traditionally focused on selling through advisers are bypassing them to go directly to 401(k) plan sponsors.

By Fred Barstein
EMERGING MARKETS JUL 19, 2017
How to Invest for the Rest of 2017: Our Mid-Year 2017 Outlook

By Krishna Memani, CIO, Portfolio Manager
MUTUAL FUNDS JUL 14, 2017
Activists add tailwinds to closed-end funds

Persistent discounts have often caught the eye of activist investors

By John Waggoner