Mutual Funds

Displaying 5357 results
BlackRock joins Pimco warning investors to seek inflation hedge
MUTUAL FUNDS APR 26, 2016
BlackRock joins Pimco warning investors to seek inflation hedge

By Bloomberg
ALTERNATIVES APR 24, 2016
Making a case for impact investing

By James Lumberg
Efforts by Fidelity, Vanguard and Pimco to calm energy investors pay off
EQUITIES APR 22, 2016
Efforts by Fidelity, Vanguard and Pimco to calm energy investors pay off

Three firms are telling clients that despite oil's rout, it remains a good long-term play.

By John Waggoner
Post-DOL fiduciary rule, Wall Street gives the nod to low-cost fund companies
EQUITIES APR 22, 2016
Post-DOL fiduciary rule, Wall Street gives the nod to low-cost fund companies

Broker-sold fund companies lag since new regulation released.

By John Waggoner
SEC renews push for stock-tracking system to find causes of market disruptions
MUTUAL FUNDS APR 21, 2016
SEC renews push for stock-tracking system to find causes of market disruptions

Regulator seeks comment on plan for building massive database to help it quickly unravel flash crashes.

By Bloomberg
Global X Funds launches Catholic Values ETF
MUTUAL FUNDS APR 21, 2016
Global X Funds launches Catholic Values ETF

Fund designed for investors who want the performance of the S&P 500 Index without all the exposure to weapons, adult entertainment and other traditional Catholic no-nos.

By Jeff Benjamin
Annually rebalancing client portfolios hurts performance: Pinnacle's Michael Kitces
RETIREMENT PLANNING APR 21, 2016
Annually rebalancing client portfolios hurts performance: Pinnacle's Michael Kitces

Speaking Monday at the IMCA annual conference in Orlando, Mr. Kitces questioned regular rebalancing and said in one case doing nothing was the better bet.

By Jeff Benjamin
The Financial Stability Oversight Council scrutinizes mutual fund liquidity, leverage in hedge funds
MUTUAL FUNDS APR 20, 2016
The Financial Stability Oversight Council scrutinizes mutual fund liquidity, leverage in hedge funds

Regulators concerned about systematic risk in a market rout.

By John Waggoner
Taking a cue from insiders on strategic-beta ETFs
ALTERNATIVES APR 20, 2016
Taking a cue from insiders on strategic-beta ETFs

It's no secret that strategic-beta exchange-traded products have become a pervasive part of the marketplace, rewarding investors with innovative tools to diversify and fine-tune portfolios in ways traditional market-capitalization-weighted indexes don't allow.

By Andy O'Rourke
ETFS APR 20, 2016
Pimco's active BOND ETF being left in the dust

Plus: The failures of 'too-big-to-fail' banks, dividend investing without the dividends, and passing student loan debt along to the taxpayers

By Jeff Benjamin
Fidelity moves closer to producing smart-beta ETFs
ETFS APR 20, 2016
Fidelity moves closer to producing smart-beta ETFs

Recent SEC filing by the fund giant hints at new funds in the works.

By John Waggoner
Investors flee actively managed funds for ETFs
EQUITIES APR 20, 2016
Investors flee actively managed funds for ETFs

Many advisers are putting investors into low-cost ETFs and simply dumping most of their clients' actively managed funds.

By John Waggoner
Senator Elizabeth Warren rips SEC for allowing Steven Cohen to start new firm
MUTUAL FUNDS APR 19, 2016
Senator Elizabeth Warren rips SEC for allowing Steven Cohen to start new firm

Massachusetts Democrat calls Stamford Harbor a 'mockery' of the SEC's mission.

By Bloomberg
Investors poured $32 billion into bonds in March with Vanguard, BlackRock dominating
EQUITIES APR 19, 2016
Investors poured $32 billion into bonds in March with Vanguard, BlackRock dominating

The inflow was the most since January 2013, thanks to the market's extreme volatility during 2016's start.

By John Waggoner
Should Fidelity make smart beta smarter?
MUTUAL FUNDS APR 18, 2016
Should Fidelity make smart beta smarter?

The money management behemoth can improve the smart beta landscape in three important ways.

By Nir Kaissar
New offering will test frozen IPO market
EQUITIES APR 18, 2016
New offering will test frozen IPO market

Bats Global deal seen as 'ice-breaker.'

By Jeff Benjamin
House overwhelmingly approves bill to expand distribution of ETF research
ETFS APR 17, 2016
House overwhelmingly approves bill to expand distribution of ETF research

Measure would square the safe harbor already provided to mutual funds.

By Mark Schoeff Jr.
How to ease clients' minds about ETF liquidity concerns
EQUITIES APR 17, 2016
How to ease clients' minds about ETF liquidity concerns

Trade-offs between ETFs that fit your clients' needs, and ones that can compromise their needs could be the difference between success or failure.

By Brandon Clark
EQUITIES APR 14, 2016
Loomis Sayles goes global as investors continue to shun domestic equity funds

New fund will leverage expertise, diversify product lineup.

By Jeff Benjamin
Precious-metals funds emerge as a powerful leveraged gold play
EQUITIES APR 14, 2016
Precious-metals funds emerge as a powerful leveraged gold play

The risk-on strategy when the market goes risk-off.

By Jeff Benjamin