Mutual Funds

Displaying 5349 results
Factor investing gets a reboot as ebbing demand bites at ETFs
ETFS APR 05, 2019
Factor investing gets a reboot as ebbing demand bites at ETFs

ETF providers are trying to woo investors with all-in-one funds that pull together several factors.

By Bloomberg
Morningstar improving bond fund data reporting
MUTUAL FUNDS APR 04, 2019
Morningstar improving bond fund data reporting

The change could impact how advisers construct fixed-income portfolios for clients.

By Greg Iacurci
Active managers stumble in March after hot start to 2019
MUTUAL FUNDS APR 03, 2019
Active managers stumble in March after hot start to 2019

Their poor showing threatens to choke off the opportunity for active management to reassert itself after the market's meltdown late last year.

By Bloomberg
Alternative strategies earn their keep over six months of market extremes
RIA NEWS APR 03, 2019
Alternative strategies earn their keep over six months of market extremes

The key is looking beyond the broad category averages to focus on portfolio managers and the investment process

By Jeff Benjamin
Looking beyond the S&P 500: Time to refresh portfolios, benchmarks
EQUITIES APR 03, 2019
Looking beyond the S&P 500: Time to refresh portfolios, benchmarks

Investors should broaden their focus beyond large caps, and advisers should ensure that their clients benchmark their portfolios correctly.

By James Macey
How mid-cap growth funds owned the first quarter
RIA NEWS APR 02, 2019
How mid-cap growth funds owned the first quarter

Investors who stayed put during the fourth-quarter market meltdown were rewarded by mid-cap managers.

By Jeff Benjamin
Demand for growth stocks produces record inflows for ETF
EQUITIES APR 01, 2019
Demand for growth stocks produces record inflows for ETF

The SPDR Portfolio 500 Growth ETF took in nearly $630 million in March, the largest monthly inflow for the almost 19-year-old fund.

By Bloomberg
Some mutual fund investors might unwittingly already own shares of Lyft
RIA NEWS MAR 28, 2019
Some mutual fund investors might unwittingly already own shares of Lyft

Fidelity Investments bought into the ride-sharing company ahead of the upcoming IPO.

By Jeff Benjamin
Latest price-war salvo pegs fees to low-risk performance
RIA NEWS MAR 28, 2019
Latest price-war salvo pegs fees to low-risk performance

Dallas-based asset manager road tests a fee model that might be too complex for some investors to grasp.

By Jeff Benjamin
Vanguard poised to top BlackRock in first-quarter U.S. ETF flows
ETFS MAR 27, 2019
Vanguard poised to top BlackRock in first-quarter U.S. ETF flows

Vanguard's exchange-traded funds have taken in $17 billion so far this year, while BlackRock has gathered $14 billion.

By Bloomberg
Bots are forging the next generation of index funds
FINTECH MAR 26, 2019
Bots are forging the next generation of index funds

At least 20 funds now claim to use artificial intelligence as a building block.

By Bloomberg
BlackRock invests in pot stock
MUTUAL FUNDS MAR 22, 2019
BlackRock invests in pot stock

Five of its funds are the largest institutional investor in Curaleaf, which recently struck a deal with CVS.

By Bloomberg
401(k) managed accounts becoming more diverse
RETIREMENT PLANNING MAR 21, 2019
401(k) managed accounts becoming more diverse

Empower's new product lets advisers select the underlying investments.

By Greg Iacurci
As cash-back ETF hits funds market, signs of trouble appear
ETFS MAR 20, 2019
As cash-back ETF hits funds market, signs of trouble appear

Index funds have exploded into a $7 trillion industry, but the sector now faces slower asset growth and declining revenue from fees.

By Bloomberg
Saudi Arabia global ranking boosted by ETFs in US, UK
EMERGING MARKETS MAR 19, 2019
Saudi Arabia global ranking boosted by ETFs in US, UK

ETFs based in London and New York together attracted around $327 million in new money since January.

By Bloomberg
Goldman to buy S&P portfolio unit to boost ETF sales
ETFS MAR 19, 2019
Goldman to buy S&P portfolio unit to boost ETF sales

Acquiring the Investment Advisory Services unit gives Goldman a way to market its ETFs via model portfolios.

By Bloomberg
ESG options scarce in 401(k) plans
MUTUAL FUNDS MAR 16, 2019
ESG options scarce in 401(k) plans

There's growing interest among plan participants, but reluctance to add funds that take into account environmental, social and governance factors persists.

By Jeff Benjamin
529 plans also miss the boat when it comes to ESG
MUTUAL FUNDS MAR 16, 2019
529 plans also miss the boat when it comes to ESG

You'd think a 529 college savings program would be the perfect vehicle for environmental, social and governance causes, but things appear stalled.

By Jeff Benjamin
ESG funds have never been cheaper as Vanguard sets off fee war
ETFS MAR 15, 2019
ESG funds have never been cheaper as Vanguard sets off fee war

BlackRock, Vanguard and DWS Group charge an average of $2 for every $1,000 invested, half the median fee for such funds in the U.S.

By Bloomberg
10 funds with the largest holdings of Boeing
MUTUAL FUNDS MAR 14, 2019
10 funds with the largest holdings of Boeing

The aircraft manufacturer has seen its shares fall since two crashes involving its Max 737 planes.

By InvestmentNews