Mutual Funds

Displaying 5357 results
RIA NEWS FEB 03, 2017
Most advisers think the industry will continue down a fiduciary path despite rule delay

President Trump's decision to halt the DOL fiduciary rule drew mixed reactions from industry professionals.

By John Waggoner
RIA NEWS FEB 02, 2017
Clean shares could revolutionize the fund industry

Divorce distribution and management fees

By John Waggoner
RIA NEWS FEB 02, 2017
Another salvo in the fee wars: Schwab cuts expense ratios on index funds

Offers guarantee on services.

By John Waggoner
Meet the ETF Class of 2016
ALTERNATIVES JAN 26, 2017
Meet the ETF Class of 2016

Most are majoring in smart beta.

By John Waggoner
MUTUAL FUNDS JAN 25, 2017
Three Fed rate hikes this year? Here's how to prepare

For income portfolios, panelists at the Inside ETFs conference suggest wide diversification among dividend-paying stocks, corporate bonds and international debt.

By John Waggoner
ETFS JAN 24, 2017
Smart beta could give funds an entry into ETF market

Participants at the Inside ETFs conference in Hollywood, Fla., said smart beta could provide new opportunities for some funds

By John Waggoner
MUTUAL FUNDS JAN 22, 2017
Fixed-income ETFs ranked by Q4 2016 performance

By InvestmentNews Research
ALTERNATIVES JAN 22, 2017
Equity ETFs ranked by Q4 2016 performance

By InvestmentNews Research
BlackRock's Laurence Fink watching how companies react to global upheaval
MUTUAL FUNDS JAN 19, 2017
BlackRock's Laurence Fink watching how companies react to global upheaval

In his annual letter to CEOs, he said BlackRock will keep a close eye on how companies are responding to the growing backlash against the impact of globalization and technological change.

By Bloomberg
MUTUAL FUNDS JAN 19, 2017
December stock flows highest since April 2000

And passive once again clobbers active.

By John Waggoner
Vanguard adds record $305 billion in 2016
MUTUAL FUNDS JAN 19, 2017
Vanguard adds record $305 billion in 2016

While most of the money went into index funds, $50 billion flowed into active funds that buy bonds or a mix of stocks and bonds.

By Bloomberg
MUTUAL FUNDS JAN 18, 2017
No-fee trading platforms can save money in other ways

Bid/ask spreads fall as volume rises.

By John Waggoner
Morningstar announces top fund managers
MUTUAL FUNDS JAN 17, 2017
Morningstar announces top fund managers

Oakmark's David Herro takes his third award in the international stock fund category

By John Waggoner
PRACTICE MANAGEMENT JAN 13, 2017
American Funds gets SEC approval for clean shares

By John Waggoner
MUTUAL FUNDS JAN 12, 2017
Will Trump's tweets continue to move markets - and is that a good thing?

Past administrations have had an impact on stock prices, but no one has shown a proclivity for targeting certain industries like the president-elect

By John Waggoner
Fred Alger Management scoops up Boston-based asset manager
EQUITIES JAN 11, 2017
Fred Alger Management scoops up Boston-based asset manager

Boutique shop Weatherbie Capital will manage a couple of Alger's mutual funds.

By Jeff Benjamin
MUTUAL FUNDS JAN 11, 2017
Smart-beta strategies hot with stocks, not with bonds

Liquidity and indexing issues figure into the small number of fixed-income funds in this space.

By John Waggoner
Here's why your clients probably didn't beat the S&P 500 in 2016
MUTUAL FUNDS JAN 09, 2017
Here's why your clients probably didn't beat the S&P 500 in 2016

Expenses, overseas funds, bonds all bogged down performance. But what is the takeaway for investing in 2017?

By John Waggoner
Even top notch firms feel sting from fickle investors
EQUITIES JAN 06, 2017
Even top notch firms feel sting from fickle investors

Funds that have historically outperformed the market still suffer outflows when they stumble — even a little bit.

By Bloomberg
Vanguard's market share keeps growing
MUTUAL FUNDS JAN 06, 2017
Vanguard's market share keeps growing

Only Vanguard and Dimensional Fund Advisors saw net inflows in November.

By John Waggoner