Mutual Funds

Displaying 5357 results
MUTUAL FUNDS OCT 18, 2016
Variable annuity money fund subaccounts mark five years of losses

Low rates, fees equal losses for most VA money market subaccounts.

By John Waggoner
MUTUAL FUNDS OCT 18, 2016
Looking for yield at a fair price? Try preferred stock from closed-end funds

Some closed-end income funds still trade at a discount.

By John Waggoner
Schwab cuts ETF fees again, as expense war with rivals BlackRock, Fidelity and Vanguard heats up
ETFS OCT 18, 2016
Schwab cuts ETF fees again, as expense war with rivals BlackRock, Fidelity and Vanguard heats up

By John Waggoner
ETFS OCT 14, 2016
Goldman Sachs sounds the alarm on bond duration risk

Plus: An ETF for every presidential candidate, debunking ETF myths, and jumping off the Obamacare bandwagon

By Jeff Benjamin
Small-cap stocks have more room to run
EQUITIES OCT 12, 2016
Small-cap stocks have more room to run

The category has had a strong year, but that doesn't scare some financial advisers.

By Jeff Benjamin
MUTUAL FUNDS OCT 11, 2016
Downtrodden international funds looking for a break

Emerging markets the engine behind most growth now.

By John Waggoner
Big bets come back to haunt Franklin Templeton's global bond fund
ALTERNATIVES OCT 10, 2016
Big bets come back to haunt Franklin Templeton's global bond fund

Investors exit as the manager sticks to his guns.

By Jeff Benjamin
BlackRock cuts ETF prices anticipating greater passive shift
ETFS OCT 10, 2016
BlackRock cuts ETF prices anticipating greater passive shift

World's largest provider of exchange-traded funds is cutting prices across its core ETFs in anticipation of a new U.S. rule.

By Bloomberg
Fidelity fires the latest salvo in ETF fee war
ETFS OCT 09, 2016
Fidelity fires the latest salvo in ETF fee war

No more commissions for 18 BlackRock ETFs.

By Jeff Benjamin
ALTERNATIVES OCT 09, 2016
ETFs emerging as important part of alternative investment market

Exchange-traded products are allowing investors low-cost access to asset classes previously available only to institutional investors.

By Bloomberg
Prudential Investments joins the fee-cut bandwagon
EQUITIES OCT 07, 2016
Prudential Investments joins the fee-cut bandwagon

Asset manager cuts expenses on nine mutual funds, after a string of ETF fee cuts by Charles Schwab and BlackRock. <b><i>(Related read: <a href="//www.investmentnews.com/article/20160628/FREE/160629906/fidelity-takes-on-vanguard-by-cutting-prices-on-index-funds-etfs&quot;" target="&#8221;blank&quot;" rel="noopener noreferrer">Fidelity takes on Vanguard by cutting prices</a>)</i></b>

By Jeff Benjamin
MUTUAL FUNDS OCT 07, 2016
Why traditional balanced portfolio of 60% stocks, 40% bonds can still work for investors

Some financial advisers question the idea of having a bond-free portfolio

By John Waggoner
MUTUAL FUNDS OCT 06, 2016
What to do when smart beta looks like dumb beta

How to deal with clients when your smart beta ETF recommendation goes south.

By John Waggoner
Testing the limits of ETF tax efficiency
EQUITIES OCT 06, 2016
Testing the limits of ETF tax efficiency

Index tweak forces ETF providers to get creative.

By Jeff Benjamin
EQUITIES OCT 06, 2016
Smart beta complexity is hurting investors

Plus: The SEC's fuzzy enforcement rules, a fighting chance for active management, and the worst part of being rich

By Jeff Benjamin
MUTUAL FUNDS OCT 05, 2016
What you need to tell clients about new money fund rules

By John Waggoner
MUTUAL FUNDS OCT 05, 2016
Bond-fund investors feel the sting of rising Treasury yields

The yield on the bellwether 10-year Treasury note has jumped from 1.37% in early July to 1.70 Thursday.

By John Waggoner
Janus Capital agrees to merge with London's Henderson Global
EQUITIES OCT 04, 2016
Janus Capital agrees to merge with London's Henderson Global

The deal creates a global active management complex with $320 billion under management.

By Jeff Benjamin
Alternative investments shop 361 Capital 'diversifies' into long-only management
EQUITIES OCT 03, 2016
Alternative investments shop 361 Capital 'diversifies' into long-only management

First post-merger mutual fund already filed.

By Jeff Benjamin
MUTUAL FUNDS OCT 03, 2016
Investing in the largest funds isn't the biggest mistake you can make

Unless, of course, you want to beat the S&amp;P 500 over the long term.

By John Waggoner