Mutual Funds

Displaying 5357 results
EQUITIES SEP 19, 2016
The race for lower fees shines a light on smart beta

Hybrid strategy between active management and index funds needs to perform and be cheap.

By Jeff Benjamin
MUTUAL FUNDS SEP 19, 2016
Clients worried about inflation? Here's what to tell them

No matter what inflation feels like to you, it's what Wall Street sees that matters for investing.

By John Waggoner
ALTERNATIVES SEP 19, 2016
Smart beta finds fixed income

Plus: Here comes the bear market for bonds, Vanguard leads the way in net inflows this year, and Obamacare continues to crumble

By Jeff Benjamin
ETFS SEP 15, 2016
Jack Bogle looks back on the 40th anniversary of the index fund

Vanguard's founder weighs in on passive investing, his critics, robo-advisers, Donald Trump and the fiduciary rule. <b><i>(More: <a href=&quot;http://www.investmentnews.com/section/video?playerType=Events&amp;eventID=Morningstar2013&amp;bctid=2498789058001&amp;date=20130621&quot; target=&quot;_blank&quot;>John Bogle's advice to advisers</a>)</i></b>

By Bloomberg
Old school fund companies Goldman, JPMorgan wade deeper into ETF market
EQUITIES SEP 15, 2016
Old school fund companies Goldman, JPMorgan wade deeper into ETF market

Embracing the reality of where the money is headed.

By Jeff Benjamin
MUTUAL FUNDS SEP 13, 2016
Wave of new strategic beta ETFs make passive investing more complicated

But it's tough to know if the ETFs' investing rules produce superior returns.

By John Waggoner
Empower evolving 401(k) defaults with TDF-managed account hybrid
RETIREMENT PLANNING SEP 12, 2016
Empower evolving 401(k) defaults with TDF-managed account hybrid

While some agree with the firm's logic underpinning the product, they question whether the product can overcome some of the traditional hurdles of managed accounts.

By Greg Iacurci
Financial-sector ETFs bet on a possible interest-rate hike pays off
EQUITIES SEP 12, 2016
Financial-sector ETFs bet on a possible interest-rate hike pays off

Performance anticipation push financials to the head of the pack in August.

By Jeff Benjamin
EQUITIES SEP 09, 2016
Time to start navigating that minefield of mutual fund capital gains

Plus: Investors can't get enough of muni bond ETFs, finding robust yields in fine wines, and a pampered perspective.

By Jeff Benjamin
Morningstar CEO Joe Mansueto to step down
MUTUAL FUNDS SEP 09, 2016
Morningstar CEO Joe Mansueto to step down

Kunal Kapoor, who currently serves as Morningstar's president, has been appointed the new CEO.

By John Waggoner
MUTUAL FUNDS SEP 08, 2016
Schwab's Liz Ann Sonders: Old bull market doesn't mean dead bull market

But investors should expect volatility as election heats up.

By John Waggoner
RIA NEWS SEP 08, 2016
Fidelity rolls out factor-based ETFs

The funds merge active-management strategies with low cost, passive structure.

By John Waggoner
EQUITIES SEP 08, 2016
Morningstar to help advisers compare ETFs to mutual funds

Lumping ETFs and mutual funds into the same peer groups.

By Jeff Benjamin
RETIREMENT PLANNING SEP 08, 2016
Protect client assets from aggressive unclaimed property rules

Ignoring proxy letters could lead to lost assets.

By Mary Beth Franklin
Take 5: Kunal Kapoor, Morningstar's next CEO, says advisers must demonstrate their value through technology
FINTECH SEP 07, 2016
Take 5: Kunal Kapoor, Morningstar's next CEO, says advisers must demonstrate their value through technology

Five candid reponses on how he will lead the firm, the virtues of robo-advice, and rooting for both the Cubs and White Sox.

By John Waggoner
ETFs are shuttering at a record pace
MUTUAL FUNDS SEP 07, 2016
ETFs are shuttering at a record pace

Some advisers say a cleansing is long overdue.

By Jeff Benjamin
Morningstar slams some liquid alternative funds for masking actual expense ratios
MUTUAL FUNDS SEP 06, 2016
Morningstar slams some liquid alternative funds for masking actual expense ratios

The funds take advantage of the SEC's reporting rules on derivatives to make their high fees look smaller than they actually are.

By John Waggoner
Are junk bonds becoming the new equities?
EQUITIES SEP 06, 2016
Are junk bonds becoming the new equities?

Tempting yields might be just replacing one kind of risk with another.

By Jeff Benjamin
EQUITIES SEP 01, 2016
Investors gobbled up risk assets in August

Plus: The Fed's new spin, Wall Street women dish out career advice, and how to spend away a summer

By Jeff Benjamin
Value strategies defy logic in push past growth stocks
EQUITIES SEP 01, 2016
Value strategies defy logic in push past growth stocks

Pinning the value rally on the Fed, hoping for the best.

By Jeff Benjamin