Mutual Funds

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Top 50 fixed-income mutual funds, second quarter 2019
MUTUAL FUNDS JUL 20, 2019
Top 50 fixed-income mutual funds, second quarter 2019

A closer look at the numbers.

By Ellie Zhu
Finra reaches settlements with 56 firms for overcharging customers on mutual funds
MUTUAL FUNDS JUL 17, 2019
Finra reaches settlements with 56 firms for overcharging customers on mutual funds

Regulator obtained $89 million in restitution as a result of the crackdown.

By Mark Schoeff Jr.
Stock investors make $6 billion bet on S&P 500 ETFs
EQUITIES JUL 16, 2019
Stock investors make $6 billion bet on S&P 500 ETFs

Big inflows last week show investors are 'all-in on equities,' analyst says.

By Bloomberg
Fidelity adds low-cost funds, stepping up fee war
MUTUAL FUNDS JUL 16, 2019
Fidelity adds low-cost funds, stepping up fee war

Asset manager says the new funds cost less than equivalent products at Vanguard.

By Bloomberg
Critics concerned with pending second wave of SEC share-class crackdown
MUTUAL FUNDS JUL 16, 2019
Critics concerned with pending second wave of SEC share-class crackdown

Former SEC commissioner says agency is engaging in rulemaking by enforcement.

By Mark Schoeff Jr.
Advisers scramble to help retirees navigate looming Fed rate cut
RIA NEWS JUL 15, 2019
Advisers scramble to help retirees navigate looming Fed rate cut

The Fed's first interest-rate cut in a decade has advisers warning against chasing the bait of risk over safety.

By Jeff Benjamin
ESG funds hitting their stride with record-level inflows
MUTUAL FUNDS JUL 12, 2019
ESG funds hitting their stride with record-level inflows

Advisers and investors take notice as more funds achieve three-year track records showing solid performance.

By Jeff Benjamin
Panic sales rekindle debate over ETF liquidity
ETFS JUL 12, 2019
Panic sales rekindle debate over ETF liquidity

While growing numbers of asset managers are using ETFs as cash equivalents, how easily can funds be turned into cash in a crunch?

By Bloomberg
Tiny ETF beats tech and everything else in second quarter
MUTUAL FUNDS JUL 12, 2019
Tiny ETF beats tech and everything else in second quarter

A $3.7 million fund focused on dry-bulk shipping outperformed all non-leveraged ETFs in the U.S.

By Bloomberg
Ariel Investments promotes Mellody Hobson to co-CEO
PRACTICE MANAGEMENT JUL 11, 2019
Ariel Investments promotes Mellody Hobson to co-CEO

Chicago-based asset manager becomes a role model for leadership diversity

By Jeff Benjamin
Surging demand turns solar panels into the hottest summer investment
RIA NEWS JUL 10, 2019
Surging demand turns solar panels into the hottest summer investment

Tax incentives fuel sales and drive share prices up by double and triple digits.

By Jeff Benjamin
World bond index adds climate-risk screen
MUTUAL FUNDS JUL 09, 2019
World bond index adds climate-risk screen

U.S. takes the biggest hit when the index of government bonds is weighted by climate risk factors.

By Jeff Benjamin
Fidelity says it's entitled to alleged 'secret payments' in 401(k) plans
RETIREMENT PLANNING JUL 09, 2019
Fidelity says it's entitled to alleged 'secret payments' in 401(k) plans

Given the thin margins in the retirement business, firm says it was justified in cutting deals with money managers to boost profits.

By Greg Iacurci
Embracing the highs and lows of cannabis investing
RIA NEWS JUL 09, 2019
Embracing the highs and lows of cannabis investing

Momentum is on the side of legalization at the federal level

By Jeff Benjamin
Morningstar emphasizes fees, performance in upgrade of fund ratings
RIA NEWS JUL 08, 2019
Morningstar emphasizes fees, performance in upgrade of fund ratings

Changes to forward-looking analysts' ratings could lead to more downgrades than upgrades

By Jeff Benjamin
Cannabis ETFs face a 'day of reckoning'
ETFS JUL 08, 2019
Cannabis ETFs face a 'day of reckoning'

The funds have returned more than 30% so far this year, but will investor enthusiasm wane?

By Bloomberg
Zombie ETFs liquidated at a record pace in first half
ETFS JUL 03, 2019
Zombie ETFs liquidated at a record pace in first half

Defunct funds were a casualty of the fee war going in the market for exchange-traded funds.

By Bloomberg
Active managers putting pressure on index funds
MUTUAL FUNDS JUL 01, 2019
Active managers putting pressure on index funds

Nearly half of all large-cap active funds are beating the benchmark this year.

By Jeff Benjamin
American Century taps DFA vets for new factor-based business
ALTERNATIVES JUN 26, 2019
American Century taps DFA vets for new factor-based business

Avantis Investors has an independent look, but has plenty of support from American Century

By Jeff Benjamin
Bond ETFs nearing record inflows for first half
ETFS JUN 26, 2019
Bond ETFs nearing record inflows for first half

Investors have poured $72 billion into fixed-income funds so far this year amid fears of a slowdown.

By Bloomberg