Mutual Funds

Displaying 5357 results
MUTUAL FUNDS OCT 03, 2016
Stress tests still unpopular with fund industry

Industry trade group, as well as some mutual fund giants, push back against Financial Stability Board's proposal for stress tests.

By John Waggoner
EQUITIES OCT 03, 2016
Advisers weigh pros and cons of Janus-Henderson merger

Expanded distribution, consolidation and some lower fees expected.

By Jeff Benjamin
ETFS OCT 03, 2016
The gloves come off in the legal fight between Pimco and Bill Gross

Plus: Claims of a better robo platform, a bright spot in a dim economic recovery, and health insurance won't be less expensive this year or next

By Jeff Benjamin
RIA NEWS SEP 29, 2016
SEC charges broker with fraudulently raising $3.2 million for his failing mutual funds

Peter Kohli, the CEO of DMS Advisors, allegedly stole money from investors as the funds neared collapse.

By Christine Idzelis
MUTUAL FUNDS SEP 29, 2016
Expect higher than average capital-gains distributions this year: Morningstar

Long bull market, big outflows from active funds are the main culprits.

By John Waggoner
EQUITIES SEP 28, 2016
Fidelity's billionaire Johnson family vs. the average investor

Plus: BlackRock applies more low-fee pressure, the fallout from the falling pound, and don't work where you don't belong

By Jeff Benjamin
For ETF providers, penetrating target-date fund market a challenge
MUTUAL FUNDS SEP 28, 2016
For ETF providers, penetrating target-date fund market a challenge

The primary reason: TDFs built on institutionally priced mutual fund shares or collective trusts can produce as low or lower fees than ETFs.

By Robert Steyer
DOL fiduciary rule expected to put new pressure on mutual fund expenses
EQUITIES SEP 28, 2016
DOL fiduciary rule expected to put new pressure on mutual fund expenses

Some fund share classes could be on the way out, according to a new report from S&P Global Market Intelligence.

By Jeff Benjamin
MUTUAL FUNDS SEP 27, 2016
Take 5: Vanguard's global chief economist Joe Davis says 1% interest rates the new normal

Five candid responses on the economy, Fed policy, jobs, China, and North Carolina barbeque.

By John Waggoner
MUTUAL FUNDS SEP 27, 2016
Emerging markets debt funds soar in popularity

By John Waggoner
EQUITIES SEP 26, 2016
Deutsche Bank turmoil exposes ETN counter-party risk

Plus: The next stock market move, the dividend buzz, and being a leader no matter what.

By Jeff Benjamin
MUTUAL FUNDS SEP 25, 2016
Evaluating target-date funds through the prism of the DOL fiduciary rule

New regulatory environment calls for a more holistic evaluation process.

By Bloomberg
Fees fell by as much as 10% last year in investment advisory services
RIA NEWS SEP 23, 2016
Fees fell by as much as 10% last year in investment advisory services

The DOL fiduciary rule and competition from robo-advisers will continue to result in pricing pressure.

By Christine Idzelis
MUTUAL FUNDS SEP 23, 2016
AdvisorShares files for active ETF with performance fees

Management will be rewarded for beating the S&P 500, a first for the growing industry.

By John Waggoner
Investors pile in as REITs move closer to S&P 500 sector status
EQUITIES SEP 23, 2016
Investors pile in as REITs move closer to S&P 500 sector status

The eleventh sector of the index alters the dynamics of the financial sector.

By Jeff Benjamin
Standard & Poor's gives REITs own sector, the first new one since 1999
MUTUAL FUNDS SEP 23, 2016
Standard & Poor's gives REITs own sector, the first new one since 1999

The new sector has 28 issues with a market value of about $605 billion.

By John Waggoner
MUTUAL FUNDS SEP 22, 2016
Should you — or your clients — trust your gut when trading?

What's good for flash traders might not be good for you.

By John Waggoner
TIAA puts all real estate business under one unit
MUTUAL FUNDS SEP 21, 2016
TIAA puts all real estate business under one unit

By Arleen Jacobius
RETIREMENT PLANNING SEP 20, 2016
Managed payout funds a tough sell to investors

The funds are more flexible than annuities, but can't guarantee a set payment for life.

By John Waggoner
MUTUAL FUNDS SEP 20, 2016
Investors pour into MFS' actively managed stock funds

By Bloomberg