Mutual Funds

Displaying 5349 results
Falling rates expose duration risk in bond funds
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
RIA NEWS 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
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
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
MUTUAL FUNDS 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
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
Fidelity draws adviser wrath with 1.9% cash offer
RIA NEWS AUG 07, 2019
Fidelity draws adviser wrath with 1.9% cash offer

The high-yield default account sparked kudos then displeasure on Twitter when adviser Michael Kitces realized it doesn't apply to existing clients.

By Jeff Benjamin
How are low-volatility funds weathering the market turmoil?
EQUITIES AUG 06, 2019
How are low-volatility funds weathering the market turmoil?

Some defensive strategies are beating the market in good and bad times.

By Jeff Benjamin
CFRA bulks up ETF research with acquisition of First Bridge
ETFS AUG 05, 2019
CFRA bulks up ETF research with acquisition of First Bridge

The deal gives the investment research firm its own source of ETF data.

By Jeff Benjamin
Advisers say go for the gold as the perfect hedge for trade-war fears
RIA NEWS AUG 05, 2019
Advisers say go for the gold as the perfect hedge for trade-war fears

Gold was up nearly as much as the S&P 500 was down in mid-day trading Monday.

By Jeff Benjamin
Franklin Templeton to build asset-class agnostic ETF
ETFS AUG 02, 2019
Franklin Templeton to build asset-class agnostic ETF

Fund will use quantitative models to select investments from different asset classes.

By Bloomberg
ETF trading spikes to 2019 highs as Trump, Fed rattle stocks
EQUITIES AUG 02, 2019
ETF trading spikes to 2019 highs as Trump, Fed rattle stocks

More than $42 billion worth of trading occurred in the SPDR S&P 500 ETF Thursday.

By Bloomberg
Hundreds of conventional funds add 'ESG' to prospectus just in case
MUTUAL FUNDS AUG 01, 2019
Hundreds of conventional funds add 'ESG' to prospectus just in case

Trend is seen as part marketing and part endorsement of ESG's investment benefits.

By Jeff Benjamin
Leveraged and inverse ETFs may be too risky to sell, says state regulator group
MUTUAL FUNDS JUL 31, 2019
Leveraged and inverse ETFs may be too risky to sell, says state regulator group

North American Securities Administrators Association sees room for improvement in supervision.

By InvestmentNews
Disruptive ETFs face an ESG disruption
FINTECH JUL 25, 2019
Disruptive ETFs face an ESG disruption

Online advisers are allowing investors to customize their portfolios around their social investing priorities instead of using ETFs.

By Bloomberg
ETF strategists getting crowded out by big asset managers
MUTUAL FUNDS JUL 25, 2019
ETF strategists getting crowded out by big asset managers

As companies like BlackRock, Vanguard and State Street muscle in on their turf, smaller players are devising new ways to stay competitive.

By Bloomberg
Low-cost gold ETFs introduce new fiduciary challenge
ALTERNATIVES JUL 23, 2019
Low-cost gold ETFs introduce new fiduciary challenge

The arrival of funds offering cheaper access to gold means advisers must weigh liquidity against cost.

By Jeff Benjamin
Top 50 equity mutual funds, second quarter 2019
ALTERNATIVES JUL 20, 2019
Top 50 equity mutual funds, second quarter 2019

A closer look at the numbers.

By Ellie Zhu
Top 50 fixed-income ETFs, second quarter 2019
MUTUAL FUNDS JUL 20, 2019
Top 50 fixed-income ETFs, second quarter 2019

A closer look at the numbers.

By Ellie Zhu
Top 50 equity ETFs, second quarter 2019
ALTERNATIVES JUL 20, 2019
Top 50 equity ETFs, second quarter 2019

A closer look at the numbers.

By Ellie Zhu