Mutual Funds

Displaying 5343 results
ESG funds hitting their stride with record-level inflows
INVESTING ESG 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
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING RIAS 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
INVESTING ESG 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
INVESTING 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
INVESTING RIAS 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
INVESTING RIAS 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'
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING 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
Should financial advisers be paying more attention to private equity?
INVESTING ALTERNATIVES JUN 24, 2019
Should financial advisers be paying more attention to private equity?

While Vanguard denies reports it is jumping into the space, there is appeal among some investors for noncorrelated fund options.

By Jeff Benjamin
Fed signal sends advisers into fixed-income scramble
INVESTING RIAS JUN 21, 2019
Fed signal sends advisers into fixed-income scramble

Prospect of the first interest-rate cut in 10 years has some advisers fearing recession.

By Jeff Benjamin
Weatherbie team turns Alger fund into a top performer
INVESTING MUTUAL FUNDS JUN 20, 2019
Weatherbie team turns Alger fund into a top performer

Portfolio manager Joshua Bennett tells InvestmentNews how the 'Weatherbie 50' helped the Alger SMid Cap Focus Fund find its groove.

By Jeff Benjamin
4 things to look for when picking an ESG manager
INVESTING ESG JUN 19, 2019
4 things to look for when picking an ESG manager

The challenge is identifying which ESG products are leveraging meaningful data and analysis in a thoughtful way, consistent with the investor's philosophy.

By Mamadou-Abou Sarr
Tax considerations when gifting stock
INVESTING MUTUAL FUNDS JUN 19, 2019
Tax considerations when gifting stock

Before gifting stocks to friends and family, investors and advisors should consider the tax implications.

By Ramon Berenguer
DoubleLine CEO Gundlach sees golden opportunity to hedge market risk
INVESTING RIAS JUN 19, 2019
DoubleLine CEO Gundlach sees golden opportunity to hedge market risk

Slowing economy and a nervous Fed have advisers rethinking the controversial metal.

By Jeff Benjamin