Mutual Funds

Displaying 5343 results
Tapping into the anomaly of low-volatility investing
INVESTING RIAS 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
INVESTING 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
INVESTING 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
BlackRock: Focus on ETF quality, rather than cost
INVESTING ETFS JUN 13, 2019
BlackRock: Focus on ETF quality, rather than cost

Asset manager plans to roll out thematic funds based on five 'megatrends.'

By Bloomberg
As market indicators go, the president trumps everything
INVESTING RIAS JUN 06, 2019
As market indicators go, the president trumps everything

Quantifying news reports about Trump can help predict where markets are heading.

By Jeff Benjamin
Price war expands as Fidelity cuts fees for target-date funds
INVESTING MUTUAL FUNDS JUN 05, 2019
Price war expands as Fidelity cuts fees for target-date funds

Total net expenses for 21 of firm's 22 index funds will be lower than that of similar Vanguard Group products.

By Bloomberg
'Dumb money' in ETFs isn't so dumb after all
INVESTING PRACTICE MANAGEMENT JUN 05, 2019
'Dumb money' in ETFs isn't so dumb after all

Retail investors have put money into the market every month since Trump was elected, ignoring trade tensions, the Mueller investigation and a host of other issues.

By Eric Balchunas
ETFs now used by 88% of advisers, FPA survey finds
INVESTING FINTECH JUN 04, 2019
ETFs now used by 88% of advisers, FPA survey finds

Clients interested in marijuana/cannabis stocks, cryptocurrencies and ESG/socially responsible investing

By InvestmentNews
Investors are headed to extra innings
INVESTING EQUITIES JUN 04, 2019
Investors are headed to extra innings

Expect more fireworks in the second half, followed by periods of tranquility when global policymakers step in to calm markets.

By Michael Arone
LPL cuts ticket charge for some ETFs on key RIA platforms
INVESTING MUTUAL FUNDS MAY 30, 2019
LPL cuts ticket charge for some ETFs on key RIA platforms

Transaction charges for three ETF managers will drop 45%.

By Bruce Kelly
Overlooked fund category is dominating 2019
INVESTING RIAS MAY 29, 2019
Overlooked fund category is dominating 2019

Mid-cap funds exhibit unexplained momentum to lead all fund categories so far this year.

By Jeff Benjamin
Wealthfront has courted controversy with risk-parity fund
INVESTING FINTECH MAY 28, 2019
Wealthfront has courted controversy with risk-parity fund

Critics see a volatile product that has underperformed benchmarks and contains difficult-to-understand costs.

By Bloomberg
Trade-war threat presents opportunities for energy investments
INVESTING MUTUAL FUNDS MAY 23, 2019
Trade-war threat presents opportunities for energy investments

Master limited partnerships are riding high.

By Jeff Benjamin
How one adviser is getting ahead of the hot IPO market
INVESTING RIAS MAY 22, 2019
How one adviser is getting ahead of the hot IPO market

Fund will tackle the risks and rewards of buying companies before they go public.

By Jeff Benjamin
How ETF investors are playing trade tensions
INVESTING ETFS MAY 20, 2019
How ETF investors are playing trade tensions

They're exiting funds that focus on Chinese tech companies and shorting the S&P 500.

By Bloomberg
The growth of factor-based investing
INVESTING MUTUAL FUNDS MAY 18, 2019
The growth of factor-based investing

Advisers are making decisions about clients' portfolios by using the same characteristics that govern factor-based ETFs.

By Jeff Benjamin
Grim milestone for active management
INVESTING EQUITIES MAY 16, 2019
Grim milestone for active management

Passive investments makes an historic claim to market share dominance of U.S. equity fund assets

By Jeff Benjamin
Uber IPO flop is coming to an ETF near you
INVESTING ETFS MAY 15, 2019
Uber IPO flop is coming to an ETF near you

Two exchange-traded funds focus on newly listed companies.

By Bloomberg
Fate worse than zero hits fund land
INVESTING ETFS MAY 15, 2019
Fate worse than zero hits fund land

A survey shows younger investors embrace passive funds, suggesting the downward pressure on fees will continue.

By Mark Gilbert
Capital Group, bastion of active management, rebounds to $1.9 trillion
INVESTING MUTUAL FUNDS MAY 14, 2019
Capital Group, bastion of active management, rebounds to $1.9 trillion

American Funds sponsor still faces uncertain future as investors flock to low-cost, passive investing.

By Bloomberg