Mutual Funds

Displaying 5360 results
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
Should financial advisers be paying more attention to private equity?
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
RIA NEWS 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
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
RIA NEWS 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
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
RIA NEWS 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
Tapping into the anomaly of low-volatility investing
RIA NEWS JUN 18, 2019
Tapping into the anomaly of low-volatility investing

Such strategies challenge the principles of risk and reward.

By Jeff Benjamin
ETF traders push back against proposal for bond reporting lag
ETFS JUN 17, 2019
ETF traders push back against proposal for bond reporting lag

Reducing transparency around corporate debt transactions could raise risks for ETF traders and boost costs for investors.

By Bloomberg
Target-date fund design may be wrong for retirees
RETIREMENT PLANNING JUN 17, 2019
Target-date fund design may be wrong for retirees

Researchers suggest the funds don't adequately hedge against sequence-of-returns risk in retirement.

By Greg Iacurci