iShares, Schwab, FlexShares launch funds based on investment factors
For the first time in more than 20 years, the money manager is tinkering with the way it builds its equity portfolios. Jason Kephart has the details.
DFA reigns as the No. 1 mutual fund among advisers but an old favorite is making noise. Jason Kephart on what sets the leaders apart.
Such strategies can be even better than ETFs and mutual funds
Mutual fund provider considers first steps to target fast-growth area
Imagine: what would the world would look like if, to borrow from Superman lore, a Bizarro John Bogle took the place of the real John Bogle? Jason Kephart has the story.
Fidelity to launch low-cost ETFs aimed at undercutting rivals.
Schwab's ETF platform for 401(k)s, which was expected to debut in the fourth quarter, may need more work before being ready for prime time. Darla Mercado on what happened.
Manager goes against the grain, buying companies analysts say to avoid
Firm gives strategy a fresh start after a rough five years
Exchange-traded products have allowed investors to take advantage of higher commodities prices, he says
Touts tapering, active management; says advisers will narrow use of ETFs
Live from the IMCA conference: 'Forget about hedge funds,' he says
Muni bond funds rocked by big bets on Puerto Rican debt, stirring up memories of 2008.
Non-alt offering hedges exposure to stock portfolio using futures contracts
The popularity of bank loan mutual funds is raising eyebrows as fears climb that advisers could be caught off guard if sentiment for the loans turns around and outflows lead to weak performance.
The combination of a weak outlook for bonds and research that investors close to retirement are OK with more risk leads Fidelity to tilt its target date funds more toward stocks.
