Mutual Funds

Displaying 5343 results
VanEck, SolidX offer ETF-like Bitcoin product
INVESTING ALTERNATIVES SEP 04, 2019
VanEck, SolidX offer ETF-like Bitcoin product

Shares in the fund will be available only to institutional buyers.

By Bloomberg
Real life investor portrayed in 'The Big Short' sees bubble in passive investing
INVESTING MUTUAL FUNDS SEP 04, 2019
Real life investor portrayed in 'The Big Short' sees bubble in passive investing

Michael Burry says smaller value stocks are being unduly neglected around the world.

By Bloomberg
Best returns in August came from ETFs loved by gold bugs
INVESTING ETFS AUG 30, 2019
Best returns in August came from ETFs loved by gold bugs

Very low yields on bonds sent investors in search of alternative safe havens.

By Bloomberg
Cetera Advisors charged with defrauding clients
INVESTING MUTUAL FUNDS AUG 30, 2019
Cetera Advisors charged with defrauding clients

SEC said firm failed to disclose conflicts of interest related to more than $10 million in compensation.

By InvestmentNews
The upside of betting on inflation
INVESTING RIAS AUG 29, 2019
The upside of betting on inflation

Treasury inflation-protected securities are gaining popularity as a yield play

By Jeff Benjamin
There's a wrong way to use target-date funds
INVESTING RIAS AUG 28, 2019
There's a wrong way to use target-date funds

Investing in other funds in addition to a TDF adds risk and defeats the purpose.

By Jeff Benjamin
ETF providers quietly dial back production
INVESTING MUTUAL FUNDS AUG 22, 2019
ETF providers quietly dial back production

Some major ETF providers haven't launched a fund all year

By Jeff Benjamin
Vanguard social-investing error prompts funds to check controls
INVESTING ESG AUG 22, 2019
Vanguard social-investing error prompts funds to check controls

The mishap raises new questions about how ETF managers monitor the indexes that underlie their portfolios.

By Bloomberg
S&P 500 ETF separates truth from turbulence
INVESTING EQUITIES AUG 21, 2019
S&P 500 ETF separates truth from turbulence

The trading volume on SPY can serve as a decent leading indicator for equities.

By Eric Balchunas
Finra fines former Morgan Stanley rep for impersonating a client
INVESTING MUTUAL FUNDS AUG 20, 2019
Finra fines former Morgan Stanley rep for impersonating a client

To transfer retirement funds, John Tillotson faked identity in call to mutual fund company.

By Bloomberg
Faith-based funds attract loyal investors
INVESTING RIAS AUG 20, 2019
Faith-based funds attract loyal investors

It turns out negative screens aren't necessarily a drag on funds' performance.

By Jeff Benjamin
Stock volatility spurs worst run of ETF withdrawals in six months
INVESTING EQUITIES AUG 19, 2019
Stock volatility spurs worst run of ETF withdrawals in six months

Almost $18 billion exited U.S.-listed equity ETFs over the past three weeks.

By Bloomberg
Cost to play bigger role in investment recommendations
INVESTING LIFE INSURANCE AND ANNUITIES AUG 19, 2019
Cost to play bigger role in investment recommendations

Large firms are well-situated to comply with the cost standards in the SEC's Reg BI given changes they made to prepare for the DOL fiduciary rule.

By Greg Iacurci
Why Pimco fixed-income fund fell as long bonds rallied
INVESTING MUTUAL FUNDS AUG 19, 2019
Why Pimco fixed-income fund fell as long bonds rallied

Fund's performance reflects its duration and its holdings of mortgage-backed securities.

By Bloomberg
Falling rates expose duration risk in bond funds
INVESTING MUTUAL FUNDS AUG 16, 2019
Falling rates expose duration risk in bond funds

Double-digit returns on bond funds embracing longer durations can turn on a dime if interest rates start climbing.

By Jeff Benjamin
Volatility reignites debate about market timing
INVESTING RIAS AUG 15, 2019
Volatility reignites debate about market timing

Advisers shrug off the threat of an imminent recession

By Jeff Benjamin
Franklin Templeton fund biggest loser as Argentine assets plummet
INVESTING EMERGING MARKETS AUG 14, 2019
Franklin Templeton fund biggest loser as Argentine assets plummet

Large funds from Ashmore and Fidelity also suffered.

By Bloomberg
Decision on Bitcoin ETF put off again by SEC
INVESTING MUTUAL FUNDS AUG 13, 2019
Decision on Bitcoin ETF put off again by SEC

Regulator delayed verdict on two applications until October.

By Bloomberg
Vanguard put shares of gun maker in a gun-free ETF
INVESTING ESG AUG 12, 2019
Vanguard put shares of gun maker in a gun-free ETF

Mistake occurred in the FTSE index the ETF tracks; Vanguard says it is considering additional controls.

By Bloomberg
Veteran small-cap manager navigates market cycles with a basic philosophy
INVESTING EQUITIES AUG 07, 2019
Veteran small-cap manager navigates market cycles with a basic philosophy

Robert Bergson of Northern Trust Asset Management embraces bottom-up stock picking and usually beats his peers.

By Jeff Benjamin